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
101Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
102Worthpointe, LLC$521,612$692,701,264$692,701,264
103Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
104Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
105The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
106Regency Investment Advisors Inc$446,302$644,180,517$6,081,682$650,262,199
107Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
108Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
109Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
110Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
111RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
112Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
113Brickley Wealth Management$1,272,534$600,635,890$600,635,890
114Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
115Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
116Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
117J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
118SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
119Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
120Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
121Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
122Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
123HARRIS FINANCIAL ADVISORS, INC.$452,326$540,839,692$15,521,566$556,361,258
124Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
125R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
126MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
127Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
128Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
129BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
130Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
131Parkside Advisors LLC$666,875$511,493,152$511,493,152
132Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
133Tellone Management Group Inc$448,610$494,816,425$494,816,425
134Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
135NWK Group, Inc.$1,251,375$489,287,671$489,287,671
136North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
137Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
138Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
139HC Financial Advisors Inc$515,403$479,840,525$479,840,525
140Alpha & Omega Financial Management Consultants, Inc.$3,470$479,190,284$479,190,284
141Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
142Brio Consultants, LLC$763,900$472,853,885$472,853,885
143Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
144Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
145Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
146Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
147Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
148Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
149Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
150Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
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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.