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
351Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
352Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
353Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
354The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
355Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
356Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
357Fundx Investment Group, LLC$1,450,282$893,373,944$893,373,944
358Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
359Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
360Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
361Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
362Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
363Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
364Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
365Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
366Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
367Nia Impact Advisors, LLC$1,614,244$290,288,633$11,575,046$301,863,679
368AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
369Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
370Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
371Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
372Clelland & Co Inc$1,711,714$220,367,060$159,633,539$380,000,599
373Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
374Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
375CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
376Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
377Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
378CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
379Corinthian Wealth Management$1,818,182$100,000,000$100,000,000
380Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
381Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
382AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
383CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT$1,899,373$320,994,000$320,994,000
384Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
385Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
386Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
387Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
388Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
389Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
390The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
391Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
392Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
393Knuff & Company LLC$2,206,131$271,354,155$271,354,155
394Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
395Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
396Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
397Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
398Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
399Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
400Towneley Capital Management, Inc.$2,447,392$849,245,103$849,245,103
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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.