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
251Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
252Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
253Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
254Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
255Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
256Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
257Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
258Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
259Monarch Wealth Strategies$381,222$249,319,052$249,319,052
260Western Financial Corporation$591,276$183,886,684$183,886,684
261Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
262Fairbanks Capital Management, Inc.$1,043,328$182,582,392$182,582,392
263Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
264Mine & Arao Wealth Creation And Management, LLC$413,921$174,260,743$174,260,743
265Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
266Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
267Parkside Advisors LLC$666,875$511,493,152$511,493,152
268Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
269Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
270Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
271Elevage Partners, LLC$150,937$185,351,045$185,351,045
272Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
273Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
274TTP Investments, Inc.$286,282$226,449,066$226,449,066
275AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
276Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
277Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
278Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
279Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
280Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
281Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
282Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
283Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
284Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
285HC Financial Advisors Inc$515,403$479,840,525$479,840,525
286Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
287Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
288The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
289Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
290ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
291Brickley Wealth Management$1,272,534$600,635,890$600,635,890
292RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
293WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
294ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
295KCS Wealth Advisory, LLC$333,183$272,210,173$272,210,173
296Private Asset Management Inc$645,735$880,782,665$880,782,665
297Slwa, LLC$660,580$288,673,603$288,673,603
298Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
299Morling Financial Advisors, LLC$433,699$359,536,604$359,536,604
300JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
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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.