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
1Silicon Valley Capital Partners, L.P.$462,834$477,181,979$477,181,979
2Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
3Holbrook Global Strategies$1,914,286$134,000,000$134,000,000
4Macroclimate Llc$4,762,531$133,350,868$133,350,868
5Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
6Weinberger Asset Management, Inc$543,867$133,247,396$133,247,396
7Double Bay Management & Planning$553,108$103,431,146$103,431,146
8Occidental Asset Management, Llc$358,023$336,900,000$336,900,000
9Cheviot Value Management, Llc$593,686$463,075,083$463,075,083
10Empyrion Wealth Management, Inc.$649,733$204,016,095$204,016,095
11Carter Financial, Llc$418,493$203,806,000$203,806,000
12Wilson & Boucher Capital Management, Llc$384,524$161,115,762$161,115,762
13Tarbox Family Office, Inc.$983,036$722,531,346$722,531,346
14Curran & Lewis Investment Management, Inc.$478,163$254,860,617$254,860,617
15Clay Northam Wealth Management$158,280$160,970,251$160,970,251
16Brickley Wealth Management$1,003,397$458,552,287$458,552,287
17Verity Wealth Advisors, Llc$1,215,880$201,836,098$201,836,098
18Integrity Wealth Partners, Llc$380,884$160,352,165$160,352,165
19Financial Connections Group, Inc.$330,633$328,318,406$328,318,406
20Chamberlain Financial Planning & Wealth Management$1,899,373$320,994,000$320,994,000
21Regal Wealth Group Inc.$324,688$196,436,254$196,436,254
22Inspired Financial$438,479$196,000,000$196,000,000
23Impact Investors$441,981$156,903,425$156,903,425
24De Groote Financial Group, Llc$320,926$319,000,000$319,000,000
25Benningfield Financial Advisors, Llc$582,979$156,821,480$156,821,480
26Dowling & Yahnke, Llc$1,053,535$4,730,371,019$4,730,371,019
27Nelson Roberts Investment Advisors, Llc$1,050,184$675,268,230$675,268,230
28Creekside Partners$1,672,727$436,581,680$436,581,680
29Praetorian Guard, A Division Of Praetorian Wealth Management,Inc$245,414$244,186,888$244,186,888
30Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
31Knuff & Company Llc$2,224,204$193,505,758$193,505,758
32Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
33Concentric Wealth Management Llc$535,002$429,607,000$429,607,000
34Kcs Wealth Advisory$320,106$240,719,789$240,719,789
35Platt Wealth Management$572,114$191,658,203$191,658,203
36Walpole Financial Advisors, Llc$350,201$154,438,694$154,438,694
37Jess S. Morgan & Company., Inc.$977,883$190,687,213$190,687,213
38Hc Financial Advisors Inc$477,130$424,645,464$424,645,464
39Tabr Capital Management, Llc$247,041$153,659,497$153,659,497
40Buffalo Capital Corporation$650,815$126,258,119$126,258,119
41West Coast Financial, Llc$700,735$1,139,394,644$1,139,394,644
42Blume Capital Management, Inc.$544,820$419,511,518$419,511,518
43Beta Wealth Group, Inc$826,613$307,500,000$307,500,000
44Fairbanks Capital Management, Inc.$1,919,144$186,156,934$186,156,934
45Knightsbridge Asset Management Llc$652,558$184,673,882$184,673,882
46Mraz, Amerine & Associates, Inc.$248,643$414,735,919$414,735,919
47Griffin Black, Inc.$255,715$123,766,244$123,766,244
48Opes Wealth Management, Llc$1,444,075$411,561,244$411,561,244
49Fischer Investment Strategies, Llc$177,905$123,466,166$123,466,166
50Worthpointe$485,869$623,856,296$623,856,296
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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.