RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
251Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
252Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
253Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
254DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
255Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
256Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
257Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
258Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
259Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
260Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
261Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
262Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
263Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
264Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
265Brio Consultants, LLC$763,900$472,853,885$472,853,885
266Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
267HC Financial Advisors Inc$515,403$479,840,525$479,840,525
268Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
269Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
270North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
271NWK Group, Inc.$1,251,375$489,287,671$489,287,671
272Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
273Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
274Parkside Advisors LLC$666,875$511,493,152$511,493,152
275Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
276BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
277Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
278Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
279MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
280R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
281Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
282Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
283Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
284Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
285Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
286SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
287J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
288Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
289Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
290Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
291Brickley Wealth Management$1,272,534$600,635,890$600,635,890
292Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
293RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
294Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
295Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
296Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
297Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
298The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
299Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
300Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on July 2021.