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
301Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
302Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
303Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
304Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
305Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
306WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
307Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
308Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
309NWK Group, Inc.$1,251,375$489,287,671$489,287,671
310Brickley Wealth Management$1,272,534$600,635,890$600,635,890
311Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
312Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
313Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
314Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
315The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
316Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
317Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
318Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
319Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
320Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
321Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
322Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
323Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
324Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
325Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
326Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
327AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
328Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
329Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
330Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
331Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
332Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
333CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
334Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
335Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
336CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
337Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
338Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
339AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
340CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT$1,899,373$320,994,000$320,994,000
341Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
342Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
343Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
344Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
345Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
346Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
347The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
348Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
349Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
350Knuff & Company LLC$2,206,131$271,354,155$271,354,155
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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.