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 |
|---|---|---|---|---|---|
| 1 | MOZAIC, LLC | $42,700,799 | — | $3,202,559,896 | $3,202,559,896 |
| 2 | ANODOS ADVISORS, LLC | $4,554,550 | — | $860,810,000 | $860,810,000 |
| 3 | PORTOLA PARTNERS | $3,240,901 | $96,082,225 | $5,475,026,612 | $5,571,108,837 |
| 4 | SENTRY ADVISORS, LLC | $5,627,118 | $236,219,209 | $2,729,271,923 | $2,965,491,132 |
| 5 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 6 | ARISTON SERVICES GROUP, LLC | $2,186,040 | $351,451,560 | $153,523,795 | $504,975,355 |
| 7 | PERSONAL FINANCIAL MANAGEMENT | $1,467,548 | $392,268,421 | $169,802,486 | $562,070,907 |
| 8 | VANCE WEALTH | $452,632 | $417,723,660 | $88,318,692 | $506,042,352 |
| 9 | PALO ALTO WEALTH ADVISORS, LLC | $1,177,420 | $421,005,174 | $160,640,478 | $581,645,652 |
| 10 | GRADIENT CAPITAL ADVISORS, LLC | $391,040 | $431,035,319 | $81,617,508 | $512,652,827 |
| 11 | JEPPSON WEALTH MANAGEMENT, LLC | $673,173 | $463,586,458 | $98,512,705 | $562,099,163 |
| 12 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
| 13 | INTEGRIS WEALTH MANAGEMENT, LLC | $674,568 | $498,436,623 | $12,885,905 | $511,322,528 |
| 14 | SUREVEST PRIVATE WEALTH | $607,338 | $498,860,059 | $42,278,155 | $541,138,214 |
| 15 | MORLING FINANCIAL ADVISORS, LLC | $536,269 | $501,411,899 | — | $501,411,899 |
| 16 | TELLONE MANAGEMENT GROUP INC | $1,020,762 | $505,277,042 | — | $505,277,042 |
| 17 | CREEKSIDE PARTNERS | $1,968,198 | $505,826,892 | — | $505,826,892 |
| 18 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 19 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | $551,555 | $510,188,103 | — | $510,188,103 |
| 20 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 21 | DELTA INVESTMENT MANAGEMENT, LLC | $309,760 | $513,891,606 | — | $513,891,606 |
| 22 | NEUMANN CAPITAL MANAGEMENT | $949,236 | $515,435,206 | — | $515,435,206 |
| 23 | ROSENBLUM SILVERMAN SUTTON SF INC | $3,047,113 | $521,056,271 | — | $521,056,271 |
| 24 | OCCIDENTAL ASSET MANAGEMENT, LLC | $400,411 | $523,737,691 | — | $523,737,691 |
| 25 | WADE FINANCIAL ADVISORY, INC. | $2,167,310 | $527,627,736 | $131,234,542 | $658,862,278 |
| 26 | KNIGHTSBRIDGE WEALTH MANAGEMENT | $628,606 | $527,841,704 | $7,101,948 | $534,943,652 |
| 27 | HC FINANCIAL ADVISORS INC | $530,524 | $534,768,166 | — | $534,768,166 |
| 28 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 29 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
| 30 | WESTHILL FINANCIAL ADVISORS, INC. | $537,549 | $549,509,609 | $12,228,701 | $561,738,310 |
| 31 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | $463,973 | $555,284,496 | $20,970,266 | $576,254,762 |
| 32 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 33 | MERITAS WEALTH MANAGEMENT, LLC | $614,663 | $560,572,253 | — | $560,572,253 |
| 34 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 35 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
| 36 | MRAZ, AMERINE & ASSOCIATES, INC. | $387,335 | $565,509,753 | — | $565,509,753 |
| 37 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 38 | BLUME CAPITAL MANAGEMENT, INC. | $715,060 | $580,628,386 | — | $580,628,386 |
| 39 | ROWLING & ASSOCIATES LLC | $519,419 | $583,078,452 | $32,433,227 | $615,511,679 |
| 40 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 41 | BELL INVESTMENT ADVISORS INC | $576,941 | $589,937,360 | $66,621,975 | $656,559,335 |
| 42 | MA PRIVATE WEALTH, LLC | $498,957 | $594,053,533 | $45,609,475 | $639,663,008 |
| 43 | NELSON CAPITAL MANAGEMENT, LLC | $1,116,007 | $597,780,223 | $28,299,587 | $626,079,810 |
| 44 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 45 | RS CRUM INC. | $670,031 | $603,491,386 | $13,607,245 | $617,098,631 |
| 46 | CHEVIOT VALUE MANAGEMENT, LLC | $720,711 | $622,693,979 | — | $622,693,979 |
| 47 | SPECTRUM ASSET MANAGEMENT INC | $709,393 | $625,186,902 | $19,651,577 | $644,838,479 |
| 48 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 49 | CONSILIUM WEALTH MANAGEMENT | $800,711 | $666,341,090 | $61,505,661 | $727,846,751 |
| 50 | PREMIER FINANCIAL GROUP INC | $666,058 | $676,979,108 | $80,329,289 | $757,308,397 |
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.
