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 |
|---|---|---|---|---|---|
| 251 | Ariston Services Group, LLC | $1,927,293 | $405,896,922 | $21,962,163 | $427,859,085 |
| 252 | Westhill Financial Advisors, Inc. | $444,549 | $415,362,150 | $14,071,846 | $429,433,996 |
| 253 | Integris Wealth Management, LLC | $615,468 | $420,386,971 | $13,517,705 | $433,904,676 |
| 254 | DHR Investment Counsel Ltd | $614,222 | $363,075,159 | $74,865,020 | $437,940,179 |
| 255 | Neumann Capital Management, LLC | $839,606 | $439,114,157 | — | $439,114,157 |
| 256 | Knightsbridge Asset Management LLC | $597,212 | $443,878,610 | $2,836,306 | $446,714,916 |
| 257 | Osher Van De Voorde Investment Management | $1,317,025 | $449,105,573 | — | $449,105,573 |
| 258 | Surevest, LLC | $535,383 | $417,904,667 | $33,423,453 | $451,328,120 |
| 259 | Meritas Wealth Management, LLC | $528,559 | $454,560,698 | — | $454,560,698 |
| 260 | Vantage Wealth Management, LLC | $348,024 | $446,000,000 | $12,000,000 | $458,000,000 |
| 261 | Mission Creek Capital Partners, Inc. | $500,961 | $466,394,226 | — | $466,394,226 |
| 262 | Creekside Partners Financial Advisers LLC | $1,822,387 | $470,175,798 | — | $470,175,798 |
| 263 | Concentric Wealth Management LLC | $557,675 | $470,677,717 | — | $470,677,717 |
| 264 | Peninsula Wealth, LLC | $681,167 | $472,729,806 | — | $472,729,806 |
| 265 | Brio Consultants, LLC | $763,900 | $472,853,885 | — | $472,853,885 |
| 266 | Blume Capital Management, Inc. | $612,031 | $473,099,819 | — | $473,099,819 |
| 267 | HC Financial Advisors Inc | $515,403 | $479,840,525 | — | $479,840,525 |
| 268 | Chequers Financial Management LLC | $843,149 | $412,481,548 | $68,956,710 | $481,438,258 |
| 269 | Rosenblum Silverman Sutton Sf Inc | $2,759,574 | $482,925,503 | — | $482,925,503 |
| 270 | North Berkeley Wealth Management, LLC | $353,591 | $468,207,726 | $17,272,319 | $485,480,045 |
| 271 | NWK Group, Inc. | $1,251,375 | $489,287,671 | — | $489,287,671 |
| 272 | Brennan John David | $1,368,338 | $337,421,850 | $152,443,246 | $489,865,096 |
| 273 | Mraz, Amerine & Associates, Inc. | $332,458 | $499,019,550 | — | $499,019,550 |
| 274 | Parkside Advisors LLC | $666,875 | $511,493,152 | — | $511,493,152 |
| 275 | Pacific Edge Advisors, LLC | $2,274,721 | $509,345,715 | $11,565,472 | $520,911,187 |
| 276 | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | $405,397 | $514,889,068 | $6,045,887 | $520,934,955 |
| 277 | Rowling & Associates LLC | $485,767 | $494,399,475 | $34,114,707 | $528,514,182 |
| 278 | Cheviot Value Management, LLC | $640,497 | $533,534,398 | — | $533,534,398 |
| 279 | MA Private Wealth, LLC | $437,286 | $504,584,726 | $38,962,011 | $543,546,737 |
| 280 | R. S. Crum, Inc. | $625,661 | $543,826,248 | $11,134,654 | $554,960,902 |
| 281 | Bell Investment Advisors Inc | $525,448 | $500,472,899 | $55,450,927 | $555,923,826 |
| 282 | Wade Financial Advisory, Inc. | $2,021,604 | $428,618,710 | $131,365,557 | $559,984,267 |
| 283 | Cardinal Point Wealth Management, LLC | $794,211 | $554,579,872 | $11,692,815 | $566,272,687 |
| 284 | Spectrum Asset Management Inc | $612,959 | $558,194,620 | $13,083,246 | $571,277,866 |
| 285 | Nelson Capital Management, LLC | $1,137,727 | $574,552,255 | — | $574,552,255 |
| 286 | SMART INVESTOR, LLC | $553,644 | $574,410,546 | $272,090 | $574,682,636 |
| 287 | J.P. King Advisors, Inc. | $437,668 | $575,970,684 | — | $575,970,684 |
| 288 | Strategy Asset Managers L.L.C. | $620,325 | $583,725,372 | — | $583,725,372 |
| 289 | Premier Financial Group Inc | $542,407 | $455,043,361 | $141,604,208 | $596,647,569 |
| 290 | Sage Rhino Capital LLC | $566,954 | $600,403,904 | — | $600,403,904 |
| 291 | Brickley Wealth Management | $1,272,534 | $600,635,890 | — | $600,635,890 |
| 292 | Pacific Global Investment Management Co | $762,609 | $609,324,919 | — | $609,324,919 |
| 293 | RPG Investment Advisory, LLC | $737,631 | $615,184,613 | — | $615,184,613 |
| 294 | Waypoint Wealth Partners, Inc. | $959,753 | $629,598,002 | — | $629,598,002 |
| 295 | Silicon Valley Capital Partners, L.P. | $555,557 | $637,779,174 | — | $637,779,174 |
| 296 | Roof, Eidam & Maycock, LLC | $646,332 | $623,010,254 | $15,565,302 | $638,575,556 |
| 297 | Hutchinson Capital Management | $954,158 | $637,124,389 | $6,932,135 | $644,056,524 |
| 298 | The Wealth Collaborative, Inc. | $1,395,731 | $661,767,177 | $9,579,383 | $671,346,560 |
| 299 | Cohen Capital Management Inc | $3,791,629 | $674,909,881 | — | $674,909,881 |
| 300 | Regatta Capital Group, LLC | $286,953 | $563,612,476 | $119,048,528 | $682,661,004 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
