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
101Premier Financial Group Inc$489,156$426,246,085$99,596,263$525,842,348
102Natural Investments$169,853$521,418,489$2,748,334$524,166,823
103Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
104Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
105ALPha & Omega$5,005$495,145,827$12,274,025$507,419,852
106Blankinship & Foster$589,379$503,918,925$503,918,925
107Spectrum Asset Management Inc$562,818$492,745,501$10,413,374$503,158,875
108SP Asset Management$1,428,571$350,000,000$150,000,000$500,000,000
109The Wealth Collaborative, Inc.$1,175,556$488,192,760$3,189,479$491,382,239
110Jackson Financial Management$267,147$472,375,004$5,016,454$477,391,458
111Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
112RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
113Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
114Waypoint Wealth Partners$805,539$456,740,745$456,740,745
115Lodestar Private Asset Management$498,070$449,896,350$5,837,369$455,733,719
116Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
117Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
119RS Crum Inc.$534,362$434,542,587$10,046,394$444,588,981
120Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
121Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
122Sitrin Capital Management, LLC$676,137$410,995,000$17,000,000$427,995,000
123Sage Rhino Capital LLC$462,634$426,085,931$426,085,931
124Oak Root LLC$9,709,302$415,000,000$2,500,000$417,500,000
125Anchor Capital$4,719,136$415,283,993$415,283,993
126Ma Private Wealth, LLC$346,074$413,212,916$413,212,916
127Personal Financial Management$2,191,603$263,667,367$137,395,979$401,063,346
128Lyell Wealth Management LP$2,468,774$387,597,484$387,597,484
129Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
130Grubman Wealth Management$510,393$377,690,479$377,690,479
131Silicon Valley Capital Partners, L.P.$375,363$374,612,297$374,612,297
132Brickley Wealth Management$815,350$373,937,777$308,100$374,245,877
133Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
134Wade Financial Advisory, Inc.$1,718,125$242,798,606$121,443,938$364,242,544
135Blume Capital Management, Inc.$461,139$357,843,724$357,843,724
136Cheviot Value Management$492,739$357,235,575$357,235,575
137Rowling & Associates$356,498$326,261,068$27,741,410$354,002,478
138HC Financial Advisors Inc$388,572$349,714,747$349,714,747
139DHR Investment Counsel Ltd.$505,643$288,732,425$60,666,886$349,399,311
140Meritas Wealth Management$424,977$345,081,447$345,081,447
141Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
142Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
143Peninsula Wealth$501,073$330,207,000$330,207,000
144Creative Capital Management Investments LLC$491,358$329,701,448$329,701,448
145Epsilon Financial Group, Inc.$821,607$329,464,469$329,464,469
146Neumann Capital Management$667,809$327,058,745$2,171,193$329,229,938
147Regatta Capital Group$164,721$234,020,772$89,656,268$323,677,040
148Integris Wealth Management$503,564$301,156,603$21,628,196$322,784,799
149North Berkeley Investment Partners$292,876$306,430,000$12,512,000$318,942,000
150Wealthvalues, LLC$1,746,819$312,680,656$312,680,656
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Showing 101 to 150 of 346 entries

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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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