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
101Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
102Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
103Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
104Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
105ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
106Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
107Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
108Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
109Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
110Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
111CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
112WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
113Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
114Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
115HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
116O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
117ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
118Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
119Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
120Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
121New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
122Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
123Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
124Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
125North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
126Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
127Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
128Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
129Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
130QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
131Grecu Capital Management, Inc.$578,839$153,882,818$15,138,248$169,021,066
132Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
133Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
134Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
135Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
136Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
137WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
138Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
139Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
140Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
141Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
142Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
143Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
144Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
145Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
146Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
147R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
148Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
149Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
150Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
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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.