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
1Financial Engines Advisors$118,298$138,000,000,000$0$138,000,000,000
2Hall Capital Partners$194,201,352$7,401,509,930$25,224,317,172$32,625,827,102
3Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
4Kayne Anderson Rudnick Investment Management$656,686$10,720,302,256$2,054,860,318$12,775,162,574
5Comprehensive Financial Management LLC$332,757,576$10,981,000,000$0$10,981,000,000
6Aspiriant, LLC$1,237,652$8,434,171,000$2,098,248,000$10,532,419,000
7Mercer Global Advisors Inc.$422,373$9,573,932,070$484,038,178$10,057,970,248
8Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
9Litman Gregory Asset Management, LLC$4,057,818$1,382,733,254$3,515,053,238$4,897,786,492
10Churchill Management Group$321,545$4,401,429,074$104,703,647$4,506,132,721
11Personal Capital Advisors Corporation$143,110$4,344,382,261$0$4,344,382,261
12Wetherby Asset Management$1,224,186$4,089,044,158$202,950,887$4,291,995,045
13Seven Post Private Investment Office$7,515,481$3,948,625,255$214,951,428$4,163,576,683
14Dowling & Yahnke, LLC$929,878$3,774,376,361$0$3,774,376,361
16Index Fund Advisors, Inc.$496,244$2,861,063,293$208,703,343$3,069,766,636
17Sepio Capital, LLC$2,633,703$1,530,000,000$1,080,000,000$2,610,000,000
18EP Wealth Advisors$415,189$2,484,000,000$91,000,000$2,575,000,000
19Clifford Swan Investment Counsel$1,101,432$1,915,883,479$553,526,931$2,469,410,410
20Halbert Hargrove$711,492$2,079,262,378$253,720,272$2,332,982,650
21Westmount Asset Management$616,215$2,078,654,707$55,913,751$2,134,568,458
22Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
23Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
24Sand Hill Global Advisors, LLC$1,884,351$1,765,685,585$35,754,398$1,801,439,983
25Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
26Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
27Corient Capital Partners, LLC$1,152,060$1,242,294,991$486,947,073$1,729,242,064
29Camden Capital, LLC$795,312$1,214,288,618$499,607,741$1,713,896,359
30Pure Financial Advisors, Inc.$208,786$1,689,990,002$13,912,450$1,703,902,452
31Morton Capital Management$672,257$1,564,955,765$73,333,649$1,638,289,414
32Adviceperiod, LLC$994,265$1,530,699,146$19,360,721$1,550,059,867
33Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
34Cardiff Park Advisors$739,627$0$1,420,084,571$1,420,084,571
35The Golub Group$523,634$1,362,126,705$43,830,696$1,405,957,401
36Ashfield Capital Partners$3,457,736$1,115,303,564$288,537,172$1,403,840,736
37Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
38Osborne Partners$1,114,005$1,120,854,902$256,055,395$1,376,910,297
39Financial Clarity, Inc.$43,088,581$0$1,335,746,000$1,335,746,000
40Check Capital Management Inc$621,803$1,206,656,502$46,275,842$1,252,932,344
41Cypress Wealth Advisors$3,408,516$1,106,438,069$141,078,864$1,247,516,933
42Reilly Financial Advisors$201,288$1,111,460,874$63,256,231$1,174,717,105
43Gamble Jones Investment Counsel$920,237$739,935,776$430,605,876$1,170,541,652
45Emery Howard$710,747$1,111,489,160$5,805,401$1,117,294,561
46Polaris Wealth Advisers$364,983$1,075,574,300$27,039,300$1,102,613,600
47Private Ocean$647,547$1,046,982,519$5,280,913$1,052,263,432
48Veris Wealth Partners$569,352$881,185,666$144,217,218$1,025,402,884
49Raub Brock Capital Management, LP$260,067$877,627,261$122,849,435$1,000,476,696
50California Financial Advisors$402,071$655,885,773$305,868,325$961,754,098
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Showing 1 to 50 of 310 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


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