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
251Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
252Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
253Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
254WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
255Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
256Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
257Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
258Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
259Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
260Grecu Capital Management, Inc.$578,839$153,882,818$15,138,248$169,021,066
261QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
262Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
263Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
264Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
265Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
266North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
267Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
268Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
269Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
270New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
271Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
272Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
273Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
274ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
275O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
276HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
277Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
278Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
279WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
280CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
281Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
282Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
283Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
284Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
285Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
286ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
287Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
288Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
289Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
290Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
291Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
292Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
293Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
294Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
295Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
296Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
297Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
298Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
299MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
300Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
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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.