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
1Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
2Litton Financial, LLC$317,789$279,972,495$279,972,495
3Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
4Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
5Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
6Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
7Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
8Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
9Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
10Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
11West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
12Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
13Jess S. Morgan & Company., Inc.$925,681$181,433,454$181,433,454
14Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
15Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
16Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
17Knuff & Company LLC$2,206,131$271,354,155$271,354,155
18Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
19Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
20Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
21Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
22Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
23Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
24Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
25Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
26Monarch Wealth Strategies$381,222$249,319,052$249,319,052
27Western Financial Corporation$591,276$183,886,684$183,886,684
28Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
29Fairbanks Capital Management, Inc.$1,043,328$182,582,392$182,582,392
30Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
31Mine & Arao Wealth Creation And Management, LLC$413,921$174,260,743$174,260,743
32Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
33Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
34Parkside Advisors LLC$666,875$511,493,152$511,493,152
35Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
36Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
37Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
38Elevage Partners, LLC$150,937$185,351,045$185,351,045
39Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
40Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
41TTP Investments, Inc.$286,282$226,449,066$226,449,066
42AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
43Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
44Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
45Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
46Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
47Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
48Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
49Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
50Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
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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.