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
51Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
52Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
53Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
54Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
55Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
56Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
57Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
58Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
59Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
60Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
61Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
62Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
63DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
64Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
65Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
66Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
67Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
68Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
69Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
70Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
71Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
72Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
73Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
74Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
75Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
76Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
77Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
78Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
79Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
80Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
81LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
82Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
83Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
84Pachira Investments, Inc.$363,142$167,378,789$44,332,807$211,711,596
85Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
86Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
87Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
88Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
89Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
90Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
91Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
92MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
93Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
94Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
95Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
96Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
97Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
98Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
99Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
100Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
« Previous PageNext Page »

Showing 51 to 100 of 390 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8

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.