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
301Worthpointe, LLC$521,612$692,701,264$692,701,264
302Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
303Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
304L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
305Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
306Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
307Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
308Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
309Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
310Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
311Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
312Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
313Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
314Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
315SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
316Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
317Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
318Private Asset Management Inc$645,735$880,782,665$880,782,665
319Capital Advantage, Inc.$449,844$891,590,122$891,590,122
320Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
321Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
322Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
323Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
324Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
325Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
326Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
327Rebalance LLC$740,603$984,261,417$984,261,417
328Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
329Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
330Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
331Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
332Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
333Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
334Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
335Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
336West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
337Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
338Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
339Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
340Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
341Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
342Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
343Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
344Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
345Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
346Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
347Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
348Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
349Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
350Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
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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.