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
201Neumann Capital Management$667,809$327,058,745$2,171,193$329,229,938
202Epsilon Financial Group, Inc.$821,607$329,464,469$329,464,469
203Creative Capital Management Investments LLC$491,358$329,701,448$329,701,448
204Peninsula Wealth$501,073$330,207,000$330,207,000
205Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
206Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
207Meritas Wealth Management$424,977$345,081,447$345,081,447
208DHR Investment Counsel Ltd.$505,643$288,732,425$60,666,886$349,399,311
209HC Financial Advisors Inc$388,572$349,714,747$349,714,747
210Rowling & Associates$356,498$326,261,068$27,741,410$354,002,478
211Cheviot Value Management$492,739$357,235,575$357,235,575
212Blume Capital Management, Inc.$461,139$357,843,724$357,843,724
213Wade Financial Advisory, Inc.$1,718,125$242,798,606$121,443,938$364,242,544
214Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
215Brickley Wealth Management$815,350$373,937,777$308,100$374,245,877
216Silicon Valley Capital Partners, L.P.$375,363$374,612,297$374,612,297
217Grubman Wealth Management$510,393$377,690,479$377,690,479
218Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
219Lyell Wealth Management LP$2,468,774$387,597,484$387,597,484
220Personal Financial Management$2,191,603$263,667,367$137,395,979$401,063,346
221Ma Private Wealth, LLC$346,074$413,212,916$413,212,916
222Anchor Capital$4,719,136$415,283,993$415,283,993
223Oak Root LLC$9,709,302$415,000,000$2,500,000$417,500,000
224Sage Rhino Capital LLC$462,634$426,085,931$426,085,931
225Sitrin Capital Management, LLC$676,137$410,995,000$17,000,000$427,995,000
226Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
227Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
228RS Crum Inc.$534,362$434,542,587$10,046,394$444,588,981
229Worthpointe$342,730$451,375,500$451,375,500
230Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
231Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
232Lodestar Private Asset Management$498,070$449,896,350$5,837,369$455,733,719
233Waypoint Wealth Partners$805,539$456,740,745$456,740,745
234Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
235RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
236Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
237Jackson Financial Management$267,147$472,375,004$5,016,454$477,391,458
238The Wealth Collaborative, Inc.$1,175,556$488,192,760$3,189,479$491,382,239
239SP Asset Management$1,428,571$350,000,000$150,000,000$500,000,000
240Spectrum Asset Management Inc$562,818$492,745,501$10,413,374$503,158,875
241Blankinship & Foster$589,379$503,918,925$503,918,925
242ALPha & Omega$5,005$495,145,827$12,274,025$507,419,852
243Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
244Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
245Natural Investments$169,853$521,418,489$2,748,334$524,166,823
246Premier Financial Group Inc$489,156$426,246,085$99,596,263$525,842,348
247Roof, Eidam & Maycock$393,098$511,430,285$32,223,604$543,653,889
248RVW Wealth LLC$331,119$544,691,451$544,691,451
249Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
250Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
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Showing 201 to 250 of 346 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.

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