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.$359,486$6,859,364,768$287,567,295$7,146,932,063
8Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
9Wetherby Asset Management$1,224,186$4,089,044,158$202,950,887$4,291,995,045
10Seven Post Private Investment Office$7,515,481$3,948,625,255$214,951,428$4,163,576,683
11Personal Capital Advisors Corporation$354,243$4,037,663,246$0$4,037,663,246
12Churchill Management Group$304,972$3,936,562,853$92,729,993$4,029,292,846
13Dowling & Yahnke, LLC$893,864$3,566,516,863$0$3,566,516,863
14Bingham, Osborn & Scarborough$1,080,944$3,187,124,800$348,642,735$3,535,767,535
15Index Fund Advisors, Inc.$496,244$2,861,063,293$208,703,343$3,069,766,636
16EP Wealth Advisors$415,189$2,484,000,000$91,000,000$2,575,000,000
17Clifford Swan Investment Counsel$1,101,432$1,915,883,479$553,526,931$2,469,410,410
18Halbert Hargrove$711,492$2,079,262,378$253,720,272$2,332,982,650
19Westmount Asset Management$616,215$2,078,654,707$55,913,751$2,134,568,458
20Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
21Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
22Sand Hill Global Advisors, LLC$1,884,351$1,765,685,585$35,754,398$1,801,439,983
23Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
24Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
25Mozaic$26,012,949$0$1,716,854,605$1,716,854,605
26Camden Capital, LLC$795,312$1,214,288,618$499,607,741$1,713,896,359
27Pure Financial Advisors, Inc.$208,786$1,689,990,002$13,912,450$1,703,902,452
28Morton Capital Management$672,257$1,564,955,765$73,333,649$1,638,289,414
29Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
30Cardiff Park Advisors$739,627$0$1,420,084,571$1,420,084,571
31Brouwer & Janachowski, LLC$849,084$1,417,971,000$0$1,417,971,000
32The Golub Group$523,634$1,362,126,705$43,830,696$1,405,957,401
33Ashfield Capital Partners$3,457,736$1,115,303,564$288,537,172$1,403,840,736
34Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
35Osborne Partners$1,114,005$1,120,854,902$256,055,395$1,376,910,297
36Financial Clarity, Inc.$43,088,581$0$1,335,746,000$1,335,746,000
37Check Capital Management Inc$621,803$1,206,656,502$46,275,842$1,252,932,344
38Cypress Wealth Advisors$3,408,516$1,106,438,069$141,078,864$1,247,516,933
39Gamble Jones Investment Counsel$920,237$739,935,776$430,605,876$1,170,541,652
40Baker Avenue Asset Management, LP$850,603$863,382,787$291,735,748$1,155,118,535
41Emery Howard$710,747$1,111,489,160$5,805,401$1,117,294,561
42Polaris Wealth Advisers$364,983$1,075,574,300$27,039,300$1,102,613,600
43Private Ocean$647,547$1,046,982,519$5,280,913$1,052,263,432
44Reilly Financial Advisors$278,845$966,442,813$57,198,461$1,023,641,274
45Raub Brock Capital Management, LP$260,067$877,627,261$122,849,435$1,000,476,696
46California Financial Advisors$402,071$655,885,773$305,868,325$961,754,098
47Veris Wealth Partners$544,813$820,500,606$137,280,829$957,781,435
48Adviceperiod, LLC$810,860$936,927,368$2,859,020$939,786,388
49Lindbrook Capital$847,204$781,900,000$142,400,000$924,300,000
50Willow Creek Wealth Management, Inc.$1,285,457$841,367,092$62,308,969$903,676,061
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.