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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
52Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
53Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
54Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
55Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
57AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
58Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
59Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
60Corinthian Wealth Management$1,818,182$100,000,000$100,000,000
61CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
62Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
63Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
64CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
65Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
66Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
67Clelland & Co Inc$1,711,714$220,367,060$159,633,539$380,000,599
68Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
69Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
70Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
71AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
72Nia Impact Advisors, LLC$1,614,244$290,288,633$11,575,046$301,863,679
73Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
74Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
75Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
76Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
77Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
78Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
79Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
80Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
81Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
82Fundx Investment Group, LLC$1,450,282$893,373,944$893,373,944
83Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
84Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
85The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
86Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
87Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
88Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
89Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
90Brickley Wealth Management$1,272,534$600,635,890$600,635,890
91NWK Group, Inc.$1,251,375$489,287,671$489,287,671
92Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
93Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
94WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
95Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
96Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
97Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
98Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
99Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
100Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
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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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.