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$136,038$169,000,000,000$0$169,000,000,000
2Hall Capital Partners$214,070,262$10,615,011,545$25,776,932,986$36,391,944,531
3Aperio Group$5,551,788$23,817,171,327$0$23,817,171,327
4Kayne Anderson Rudnick Investment Management$714,271$15,732,522,379$3,167,806,254$18,900,328,633
5Comprehensive Financial Management LLC$354,016,513$15,222,710,047$0$15,222,710,047
6Aspiriant, LLC$1,438,094$10,658,668,000$1,555,064,000$12,213,732,000
7Mercer Global Advisors Inc.$454,670$10,656,252,569$397,219,956$11,053,472,525
8Jordan Park Group LLC$9,440,271$8,128,073,539$0$8,128,073,539
9Personal Capital Advisors Corporation$171,699$6,489,032,086$0$6,489,032,086
10Churchill Management Group$342,849$5,255,006,193$118,117,280$5,373,123,473
11Litman Gregory Asset Management, LLC$3,937,555$1,735,457,677$3,269,175,142$5,004,632,819
12Scharf Investments, LLC$2,432,449$3,716,008,245$1,277,809,195$4,993,817,440
13Wetherby Asset Management$1,352,998$4,487,074,471$228,124,411$4,715,198,882
14Seven Post Investment Office$14,556,069$4,435,399,066$237,098,935$4,672,498,001
17Dowling & Yahnke, LLC$964,161$3,947,276,896$0$3,947,276,896
18Index Fund Advisors, Inc.$606,780$3,825,745,903$0$3,825,745,903
19Regis Management Company, LLC$62,923,453$3,649,560,290$0$3,649,560,290
20EP Wealth Advisors$500,278$3,494,000,000$106,000,000$3,600,000,000
21Clifford Swan Investment Counsel$1,275,344$2,231,013,213$688,250,192$2,919,263,405
22Sepio Capital, LLC$3,010,753$1,900,000,000$900,000,000$2,800,000,000
23Halbert Hargrove$738,035$2,366,924,782$156,418,350$2,523,343,132
24Westmount Asset Management$626,619$2,321,083,638$174,738,926$2,495,822,564
25Adviceperiod, LLC$1,056,089$2,261,684,888$4,681,296$2,266,366,184
26Destination Wealth Management$529,333$2,252,843,327$0$2,252,843,327
27Beacon Pointe Wealth Advisors$304,115$2,242,196,095$7,948,585$2,250,144,680
28Sand Hill Global Advisors, LLC$1,754,599$2,136,496,991$90,089,598$2,226,586,589
29Abacus Wealth Partners$427,792$2,041,601,463$146,555,707$2,188,157,170
30Corient Capital Partners, LLC$1,057,263$1,422,552,216$611,621,191$2,034,173,407
31Pure Financial Advisors, Inc.$247,052$1,993,173,447$23,759,261$2,016,932,708
32Camden Capital, LLC$712,391$1,350,678,857$626,917,648$1,977,596,505
34Parallel Advisors$355,698$1,875,594,591$0$1,875,594,591
35Morton Capital Management$716,935$1,744,864,667$84,036,190$1,828,900,857
36Cardiff Park Advisors$895,420$0$1,737,114,597$1,737,114,597
37Vista Wealth Management, LLC$911,978$1,673,480,371$0$1,673,480,371
38Private Ocean$530,664$1,576,344,142$15,648,889$1,591,993,031
39The Golub Group$1,142,831$1,535,325,753$50,923,947$1,586,249,700
40Osborne Partners$1,165,271$1,280,230,791$295,215,976$1,575,446,767
41Check Capital Management Inc$703,537$1,452,427,615$72,136,097$1,524,563,712
42Financial Clarity, Inc.$47,063,613$0$1,458,972,000$1,458,972,000
43Polaris Greystone Financial Group$388,113$1,422,462,063$30,634,000$1,453,096,063
44Gamble Jones Investment Counsel$1,127,382$843,910,509$492,037,653$1,335,948,162
45Reilly Financial Advisors$242,357$1,209,669,718$69,005,446$1,278,675,164
46Raub Brock Capital Management, LP$306,838$1,083,750,198$191,159,954$1,274,910,152
47Emery Howard$720,455$1,238,688,650$6,256,912$1,244,945,562
48Lindbrook Capital$1,029,161$986,343,000$197,192,000$1,183,535,000
49Monograph Wealth Advisors, LLC$2,549,071$1,088,616,894$48,268,749$1,136,885,643
50Alpha Cubed Investments, LLC$376,099$1,058,809,844$55,570,386$1,114,380,230
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Showing 1 to 50 of 343 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. 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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.


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