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
351L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
352Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
353Westside Investment Management, Inc.$875,563$716,210,706$716,210,706
354Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
355Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
356Justinvest, LLC$1,164,558$739,494,392$739,494,392
357Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
358Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
359Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
360Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
361RVW Wealth LLC$439,751$804,223,364$26,025,768$830,249,132
362Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
363Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
364Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
365Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
366Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
367Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
368Towneley Capital Management, Inc.$2,447,392$849,245,103$849,245,103
369SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
370The Weil Company$680,254$868,281,296$24,212,087$892,493,383
371Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
372Private Asset Management Inc$645,735$880,782,665$880,782,665
373Capital Advantage, Inc.$449,844$891,590,122$891,590,122
374Fundx Investment Group, LLC$1,450,282$893,373,944$893,373,944
375Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
376Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
377Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
378Rebalance LLC$740,603$984,261,417$984,261,417
379Maloon, Powers, Pitre & Higgins, LLC$510,201$1,001,627,829$454,995,698$1,456,623,527
380Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
381Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
382Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
383Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
384Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
385Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
386Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
387West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
388Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
389Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
390Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
391Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
392Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
393Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
394Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
395Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
396Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
397Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
398Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
399Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
400Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
« Previous PageNext Page »

Showing 351 to 400 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.