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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
301Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
302Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
303Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
304Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
305North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
306Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
307Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
308Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
309Brio Consultants, LLC$763,900$472,853,885$472,853,885
310Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
311HC Financial Advisors Inc$515,403$479,840,525$479,840,525
312Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
313NWK Group, Inc.$1,251,375$489,287,671$489,287,671
314Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
315Tellone Management Group Inc$448,610$494,816,425$494,816,425
316Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
317Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
318MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
319Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
320Parkside Advisors LLC$666,875$511,493,152$511,493,152
321BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
322Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
323HARRIS FINANCIAL ADVISORS, INC.$452,326$540,839,692$15,521,566$556,361,258
324R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
325Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
326Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
327Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
328SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
329Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
330J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
331Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
332Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
333Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
334Brickley Wealth Management$1,272,534$600,635,890$600,635,890
335Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
336RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
337Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
338Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
339Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
340Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
341Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
342Regency Investment Advisors Inc$446,302$644,180,517$6,081,682$650,262,199
343Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
344Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
345The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
346Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
347Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
348Raub Brock Capital Management, Lp$434,124$676,559,612$1,951,624,384$2,628,183,996
349Worthpointe, LLC$521,612$692,701,264$692,701,264
350Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
« Previous PageNext Page »

Showing 301 to 350 of 438 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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.