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