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
351Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
352Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
353Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
354Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
355Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
356Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
357Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
358Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
359Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
360SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
361Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
362Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
363Macroclimate LLC$3,068,341$150,348,700$150,348,700
364Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
365Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
366Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
367Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
368Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
369Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
370Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
371Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
372Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
373Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
374Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
375Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
376Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
377Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
378Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
379Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
380Align Impact, LLC$7,812,692$164,066,530$164,066,530
381LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
382Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
383IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
384Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
385Seldon Capital Lp$40,996,043$204,980,216$204,980,216
386Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
387Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
388Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
389Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
390Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
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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.