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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
351Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
352Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
353Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
354Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
355Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
356Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
357Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
358Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
359Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
360Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
361Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
362Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
363Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
364Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
365Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
366Pan Global Advisers, LLC$792,061$101,246,684$73,006,800$174,253,484
367Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
368Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
369DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
370Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
371Affinity Capital Advisors LLC$373,378$339,238,997$77,077,208$416,316,205
372Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
373Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
374Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
375Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
376Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
377Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
378Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
379Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
380Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
381Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
382Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
383Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
384Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
385Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
386Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
387Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
388Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
389Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
390Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
391Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
392Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
393Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
394Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
395Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
396Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
397Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
398Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
399Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
400South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
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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.