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
51Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
52Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
53Laurel Wealth Advisors, Inc.$313,996$896,550,000$263,350,000$1,159,900,000
54ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
55Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
56Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
57Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
58Main Street Research$1,687,578$1,002,421,529$1,002,421,529
59Asset Dedication, LLC$313,455$990,831,486$990,831,486
60Wealth Architects$497,509$897,521,689$70,630,610$968,152,299
61Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
62West Coast Financial$543,692$948,198,992$948,198,992
63Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
64Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
65Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
66Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
67Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
68DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
69Dan Goldie Financial Services$631,010$858,173,291$858,173,291
70Weatherly Asset Management$633,336$823,795,037$9,675,041$833,470,078
71Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
72FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
73Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
74Oakmont Corporation$20,085,385$783,330,016$783,330,016
75Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
76Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
77SB Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
78Schnieders Capital Management$878,873$331,062,972$403,674,441$734,737,413
79Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
80Towneley Capital Management$2,153,559$723,595,985$723,595,985
81WESCAP Group$586,983$572,733,000$144,560,000$717,293,000
82Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
83Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
84Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
85Private Asset Management Inc$501,709$696,873,252$696,873,252
86Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
87Intellectus Partners, LLC$1,125,466$413,048,048$248,725,786$661,773,834
88Dhr Investment Counsel Ltd$279,951$649,485,152$649,485,152
89Anodos Advisors$2,798,905$649,346,000$649,346,000
90Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
91Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
92Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
93Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
94Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
95Telos Capital Management$389,080$561,442,974$561,442,974
96Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
97Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
98Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
99RVW Wealth LLC$331,119$544,691,451$544,691,451
100Roof, Eidam & Maycock$393,098$511,430,285$32,223,604$543,653,889
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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 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.

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