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
251Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
252Telos Capital Management$389,080$561,442,974$561,442,974
253Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
254Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
255Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
256Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
257Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
258Anodos Advisors$2,798,905$649,346,000$649,346,000
259Dhr Investment Counsel Ltd$279,951$649,485,152$649,485,152
260Intellectus Partners, LLC$1,125,466$413,048,048$248,725,786$661,773,834
261Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
262Private Asset Management Inc$501,709$696,873,252$696,873,252
263Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
264Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
265Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
266WESCAP Group$586,983$572,733,000$144,560,000$717,293,000
267Towneley Capital Management$2,153,559$723,595,985$723,595,985
268Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
269Schnieders Capital Management$878,873$331,062,972$403,674,441$734,737,413
270SB Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
271Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
272Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
273Oakmont Corporation$20,085,385$783,330,016$783,330,016
274Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
275FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
276Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
277Weatherly Asset Management$633,336$823,795,037$9,675,041$833,470,078
278Dan Goldie Financial Services$631,010$858,173,291$858,173,291
279DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
280Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
281Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
282Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
283Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
284Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
285West Coast Financial$543,692$948,198,992$948,198,992
286Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
287Wealth Architects$497,509$897,521,689$70,630,610$968,152,299
288Asset Dedication, LLC$313,455$990,831,486$990,831,486
289Main Street Research$1,687,578$1,002,421,529$1,002,421,529
290Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
291Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
292Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
293ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
294Laurel Wealth Advisors, Inc.$313,996$896,550,000$263,350,000$1,159,900,000
295Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
296Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
297Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
298Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
299Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
300Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
« Previous PageNext Page »

Showing 251 to 300 of 346 entries

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

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.