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
101Cornerstone Wealth Management$515,800$286,854,214$8,699,108$295,553,322
102DHR Investment Counsel Ltd.$505,643$288,732,425$60,666,886$349,399,311
103Osher Van De Voorde Investment Management$1,635,955$291,200,000$291,200,000
104Silicon Valley Wealth Advisors$385,560$296,302,654$8,289,963$304,592,617
105Rosenblum Silverman Sutton Sf Inc$1,835,569$299,924,522$1,108,833$301,033,355
106Integris Wealth Management$503,564$301,156,603$21,628,196$322,784,799
107Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
108Personal Resources Investment And Strategic Management, Inc.$471,278$305,888,688$5,625,901$311,514,589
109Wealthvalues, LLC$1,746,819$312,680,656$312,680,656
110Rowling & Associates$356,498$326,261,068$27,741,410$354,002,478
111Neumann Capital Management$667,809$327,058,745$2,171,193$329,229,938
112Creative Capital Management Investments LLC$491,358$329,701,448$329,701,448
113Peninsula Wealth$501,073$330,207,000$330,207,000
114Schnieders Capital Management$878,873$331,062,972$403,674,441$734,737,413
115Meritas Wealth Management$424,977$345,081,447$345,081,447
116HC Financial Advisors Inc$388,572$349,714,747$349,714,747
117SP Asset Management$1,428,571$350,000,000$150,000,000$500,000,000
118Blume Capital Management, Inc.$461,139$357,843,724$357,843,724
119Brickley Wealth Management$815,350$373,937,777$308,100$374,245,877
120Silicon Valley Capital Partners, L.P.$375,363$374,612,297$374,612,297
121Grubman Wealth Management$510,393$377,690,479$377,690,479
122Lyell Wealth Management LP$2,468,774$387,597,484$387,597,484
123Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
124Intellectus Partners, LLC$1,125,466$413,048,048$248,725,786$661,773,834
125Ma Private Wealth, LLC$346,074$413,212,916$413,212,916
126Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
127Oak Root LLC$9,709,302$415,000,000$2,500,000$417,500,000
128Sage Rhino Capital LLC$462,634$426,085,931$426,085,931
129RS Crum Inc.$534,362$434,542,587$10,046,394$444,588,981
130Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
131Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
132Lodestar Private Asset Management$498,070$449,896,350$5,837,369$455,733,719
133Waypoint Wealth Partners$805,539$456,740,745$456,740,745
134RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
135Jackson Financial Management$267,147$472,375,004$5,016,454$477,391,458
136The Wealth Collaborative, Inc.$1,175,556$488,192,760$3,189,479$491,382,239
137Blankinship & Foster$589,379$503,918,925$503,918,925
138Roof, Eidam & Maycock$393,098$511,430,285$32,223,604$543,653,889
139Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
140Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
141Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
142Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
143WESCAP Group$586,983$572,733,000$144,560,000$717,293,000
144Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
145Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
146Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
147SB Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
148Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
149Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
150Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
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Showing 101 to 150 of 183 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.


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