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 |
|---|---|---|---|---|---|
| 51 | Check Capital Management Inc | $618,881 | $1,180,097,002 | $75,611,808 | $1,255,708,810 |
| 52 | Equius Partners, Inc. | $736,911 | $1,077,247,083 | $31,066,953 | $1,108,314,036 |
| 53 | Wacker Wealth Partners, LLC | $1,668,311 | $1,044,291,815 | $6,744,006 | $1,051,035,821 |
| 54 | Weatherly Asset Management Lp | $815,876 | $1,018,183,828 | $9,820,014 | $1,028,003,842 |
| 55 | Telos Capital Management, Inc. | $564,647 | $1,017,493,974 | — | $1,017,493,974 |
| 56 | Rebalance LLC | $740,603 | $984,261,417 | — | $984,261,417 |
| 57 | Ohana Advisors Management, LLC | $98,002,959 | $946,147,577 | $327,890,887 | $1,274,038,464 |
| 58 | Oakwood Capital Management LLC | $1,108,123 | $921,958,587 | — | $921,958,587 |
| 59 | Avitas Wealth Management, LLC | $1,502,576 | $897,037,916 | — | $897,037,916 |
| 60 | Capital Advantage, Inc. | $449,844 | $891,590,122 | — | $891,590,122 |
| 61 | Private Asset Management Inc | $645,735 | $880,782,665 | — | $880,782,665 |
| 62 | Apriem Advisors | $433,841 | $870,743,718 | $5,181,319 | $875,925,037 |
| 63 | SB Capital Management, Inc. | $746,365 | $852,759,819 | $1,827,925 | $854,587,744 |
| 64 | Tarbox Family Office, Inc. | $1,080,208 | $841,481,772 | — | $841,481,772 |
| 65 | Intellectus Partners, LLC | $1,525,499 | $840,191,652 | $264,269,808 | $1,104,461,460 |
| 66 | Angeles Wealth Management, LLC | $6,430,144 | $834,292,391 | $65,927,786 | $900,220,177 |
| 67 | Abbrea Capital, LLC | $1,404,654 | $830,709,581 | $148,334,413 | $979,043,994 |
| 68 | Gamble Jones Investment Counsel | $1,489,497 | $822,871,532 | $893,028,659 | $1,715,900,191 |
| 69 | Oak Root LLC | $7,243,478 | $822,000,000 | $11,000,000 | $833,000,000 |
| 70 | Lyell Wealth Management Lp | $3,723,525 | $785,663,753 | — | $785,663,753 |
| 71 | Insight Wealth Strategies, LLC | $372,671 | $780,373,193 | — | $780,373,193 |
| 72 | Eclectic Associates, Inc. | $334,664 | $774,972,448 | $146,021,897 | $920,994,345 |
| 73 | Burton Enright Welch | $622,859 | $757,068,453 | $112,442,181 | $869,510,634 |
| 74 | Blankinship & Foster, LLC | $741,506 | $722,226,368 | — | $722,226,368 |
| 75 | Lodestar Private Asset Management LLC | $520,019 | $718,964,834 | $8,022,210 | $726,987,044 |
| 76 | Atlas Capital Advisors LLC | $1,807,595 | $707,000,000 | $7,000,000 | $714,000,000 |
| 77 | L & S Advisors, Inc | $535,696 | $704,543,929 | $6,324,828 | $710,868,757 |
| 78 | Werba Rubin Papier Wealth Management, LLC | $497,451 | $703,893,000 | — | $703,893,000 |
| 79 | Worthpointe, LLC | $521,612 | $692,701,264 | — | $692,701,264 |
| 80 | Cohen Capital Management Inc | $3,791,629 | $674,909,881 | — | $674,909,881 |
| 81 | Monterey Private Wealth, Inc. | $429,851 | $671,865,099 | $27,931,534 | $699,796,633 |
| 82 | The Wealth Collaborative, Inc. | $1,395,731 | $661,767,177 | $9,579,383 | $671,346,560 |
| 83 | Wescap Management Group, Inc. | $2,452,294 | $649,400,000 | $152,500,000 | $801,900,000 |
| 84 | Burleson & Company, LLC | $981,507 | $645,504,267 | $134,793,423 | $780,297,690 |
| 85 | Goldstein Munger + Associates | $2,370,768 | $643,337,199 | $105,825,624 | $749,162,823 |
| 86 | Silicon Valley Capital Partners, L.P. | $555,557 | $637,779,174 | — | $637,779,174 |
| 87 | Hutchinson Capital Management | $954,158 | $637,124,389 | $6,932,135 | $644,056,524 |
| 88 | Waypoint Wealth Partners, Inc. | $959,753 | $629,598,002 | — | $629,598,002 |
| 89 | Roof, Eidam & Maycock, LLC | $646,332 | $623,010,254 | $15,565,302 | $638,575,556 |
| 90 | RPG Investment Advisory, LLC | $737,631 | $615,184,613 | — | $615,184,613 |
| 91 | Pacific Global Investment Management Co | $762,609 | $609,324,919 | — | $609,324,919 |
| 92 | Brickley Wealth Management | $1,272,534 | $600,635,890 | — | $600,635,890 |
| 93 | Sage Rhino Capital LLC | $566,954 | $600,403,904 | — | $600,403,904 |
| 94 | Strategy Asset Managers L.L.C. | $620,325 | $583,725,372 | — | $583,725,372 |
| 95 | Vernal Point Advisors, LLC | $5,580,710 | $576,339,393 | $383,542,694 | $959,882,087 |
| 96 | J.P. King Advisors, Inc. | $437,668 | $575,970,684 | — | $575,970,684 |
| 97 | Nelson Capital Management, LLC | $1,137,727 | $574,552,255 | — | $574,552,255 |
| 98 | SMART INVESTOR, LLC | $553,644 | $574,410,546 | $272,090 | $574,682,636 |
| 99 | Regatta Capital Group, LLC | $286,953 | $563,612,476 | $119,048,528 | $682,661,004 |
| 100 | Spectrum Asset Management Inc | $612,959 | $558,194,620 | $13,083,246 | $571,277,866 |
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.
