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 |
|---|---|---|---|---|---|
| 51 | SAGE RHINO CAPITAL LLC | $573,996 | $746,769,280 | — | $746,769,280 |
| 52 | COHEN CAPITAL MANAGEMENT INC | $4,468,960 | $755,254,210 | — | $755,254,210 |
| 53 | PREMIER FINANCIAL GROUP INC | $666,058 | $676,979,108 | $80,329,289 | $757,308,397 |
| 54 | THE WEALTH COLLABORATIVE, INC. | $1,587,590 | $751,244,741 | $9,210,942 | $760,455,683 |
| 55 | REGENCY INVESTMENT ADVISORS INC | $493,559 | $769,931,305 | $7,423,989 | $777,355,294 |
| 56 | INSIGHT WEALTH STRATEGIES, LLC | $523,907 | $777,477,686 | — | $777,477,686 |
| 57 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | $532,333 | $780,400,000 | — | $780,400,000 |
| 58 | BLANKINSHIP & FOSTER, LLC | $802,542 | $786,491,375 | — | $786,491,375 |
| 59 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 60 | WORTHPOINTE | $560,622 | $816,613,579 | $212,427 | $816,826,006 |
| 61 | SILICON VALLEY CAPITAL PARTNERS, L.P. | $665,602 | $845,313,930 | — | $845,313,930 |
| 62 | MONTEREY PRIVATE WEALTH, INC. | $474,464 | $823,177,163 | $35,128,609 | $858,305,772 |
| 63 | ANODOS ADVISORS, LLC | $4,554,550 | — | $860,810,000 | $860,810,000 |
| 64 | OAK ROOT LLC | $7,539,130 | $856,000,000 | $11,000,000 | $867,000,000 |
| 65 | QUANTUM FINANCIAL ADVISORS, LLC | $694,802 | $887,262,307 | — | $887,262,307 |
| 66 | WAYPOINT WEALTH PARTNERS | $1,185,670 | $896,366,542 | — | $896,366,542 |
| 67 | REGATTA CAPITAL GROUP, LLC | $315,653 | $753,580,531 | $153,289,381 | $906,869,912 |
| 68 | WESCAP GROUP | $770,886 | $752,300,000 | $161,200,000 | $913,500,000 |
| 69 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $610,486 | $911,628,852 | $10,204,578 | $921,833,430 |
| 70 | ATLAS CAPITAL ADVISORS LLC | $1,865,209 | $894,800,000 | $43,400,000 | $938,200,000 |
| 71 | TOWNELEY CAPITAL MANAGEMENT, INC. | $2,530,581 | $954,028,878 | — | $954,028,878 |
| 72 | RVW WEALTH LLC | $498,940 | $936,252,766 | $24,705,072 | $960,957,838 |
| 73 | CAPITAL ADVANTAGE, INC. | $386,094 | $981,065,395 | — | $981,065,395 |
| 74 | GOLDSTEIN MUNGER + ASSOCIATES | $2,731,921 | $742,900,971 | $254,250,131 | $997,151,102 |
| 75 | L & S ADVISORS, INC | $783,493 | $989,659,970 | $8,509,672 | $998,169,642 |
| 76 | SB CAPITAL MANAGEMENT, INC. | $782,394 | $998,540,732 | $2,141,194 | $1,000,681,926 |
| 77 | PRIVATE ASSET MANAGEMENT INC | $735,821 | $1,003,660,304 | — | $1,003,660,304 |
| 78 | APRIEM ADVISORS | $430,721 | $1,000,651,437 | $7,235,120 | $1,007,886,557 |
| 79 | AVITAS WEALTH MANAGEMENT, LLC | $1,583,728 | $1,023,088,059 | — | $1,023,088,059 |
| 80 | BURTON ENRIGHT WELCH | $654,333 | $920,327,830 | $114,826,479 | $1,035,154,309 |
| 81 | TARBOX FAMILY OFFICE, INC. | $1,222,346 | $1,040,216,612 | — | $1,040,216,612 |
| 82 | CHRISTOPHER WEIL & CO INC | $766,989 | $1,015,771,256 | $46,508,332 | $1,062,279,588 |
| 83 | ECLECTIC ASSOCIATES, INC. | $347,723 | $905,408,774 | $165,579,070 | $1,070,987,844 |
| 84 | LYELL WEALTH MANAGEMENT LP | $4,227,390 | $1,073,757,090 | — | $1,073,757,090 |
| 85 | ANGELES WEALTH MANAGEMENT, LLC | $11,037,465 | $985,351,255 | $107,357,827 | $1,092,709,082 |
| 86 | EQUIUS PARTNERS, INC. | $1,039,732 | $1,089,569,387 | $36,460,204 | $1,126,029,591 |
| 87 | ABBREA CAPITAL, LLC | $1,591,546 | $1,018,078,356 | $156,482,865 | $1,174,561,221 |
| 88 | TELOS CAPITAL MANAGEMENT, INC. | $627,871 | $1,197,350,807 | — | $1,197,350,807 |
| 89 | WACKER WEALTH PARTNERS, LLC | $1,790,307 | $1,194,963,895 | $8,122,309 | $1,203,086,204 |
| 90 | WEATHERLY ASSET MANAGEMENT | $933,272 | $1,209,259,179 | $9,593,596 | $1,218,852,775 |
| 91 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 92 | THOMAS DOLL | $530,625 | $1,323,909,507 | — | $1,323,909,507 |
| 93 | INTELLECTUS PARTNERS, LLC | $1,865,240 | $971,036,893 | $370,070,590 | $1,341,107,483 |
| 94 | FRANK, RIMERMAN ADVISORS LLC | $4,433,975 | $1,157,335,016 | $221,631,063 | $1,378,966,079 |
| 95 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 96 | PRIVATE WEALTH PARTNERS, LLC | $7,038,427 | $1,580,283,355 | $10,401,056 | $1,590,684,411 |
| 97 | CHECK CAPITAL MANAGEMENT INC | $765,622 | $1,516,221,789 | $89,287,050 | $1,605,508,839 |
| 98 | WEST COAST FINANCIAL, LLC | $906,939 | $1,640,652,188 | — | $1,640,652,188 |
| 99 | FAIRVIEW CAPITAL | $2,776,276 | $1,646,331,424 | — | $1,646,331,424 |
| 100 | CALIFORNIA FINANCIAL ADVISORS | $559,210 | $1,380,084,998 | $269,023,939 | $1,649,108,937 |
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.
