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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
52Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
53Maloon, Powers, Pitre & Higgins, LLC$510,201$1,001,627,829$454,995,698$1,456,623,527
54Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
55Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
56Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
57Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
58Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
59Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
60Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
61West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
62Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
63Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
64Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
65Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
66Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
67Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
68Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
69Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
70Rebalance LLC$740,603$984,261,417$984,261,417
71Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
72Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
73Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
74Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
75Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
76Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
77Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
78Fundx Investment Group, LLC$1,450,282$893,373,944$893,373,944
79The Weil Company$680,254$868,281,296$24,212,087$892,493,383
80Capital Advantage, Inc.$449,844$891,590,122$891,590,122
81Private Asset Management Inc$645,735$880,782,665$880,782,665
82Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
83Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
84SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
85Towneley Capital Management, Inc.$2,447,392$849,245,103$849,245,103
86Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
87Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
88RVW Wealth LLC$439,751$804,223,364$26,025,768$830,249,132
89Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
90Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
91Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
92Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
93Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
94Justinvest, LLC$1,164,558$739,494,392$739,494,392
95Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
96Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
97Westside Investment Management, Inc.$875,563$716,210,706$716,210,706
98Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
99L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
100Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
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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.