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
2Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
3Comprehensive Financial Management LLC$332,757,576$10,981,000,000$0$10,981,000,000
4Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
5Personal Capital Advisors Corporation$143,110$4,344,382,261$0$4,344,382,261
6Dowling & Yahnke, LLC$929,878$3,774,376,361$0$3,774,376,361
7Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
8Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
9Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
10Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
11FundX Investment Group, LLC$1,257,353$867,573,890$0$867,573,890
12Private Asset Management Inc$528,261$826,200,000$0$826,200,000
13West Coast Financial$704,550$775,005,230$0$775,005,230
14Miracle Mile Advisors, LLC$1,113,435$753,795,823$0$753,795,823
15Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
16Delphi Private Advisors$1,156,589$746,000,000$0$746,000,000
17Main Street Research$500,521$709,238,665$0$709,238,665
18Capital Advantage, Inc.$1,105,274$621,163,869$0$621,163,869
19Towneley Capital Management$1,975,315$612,347,724$0$612,347,724
20Mosaic Financial Partners, Inc.$641,857$557,132,075$0$557,132,075
21Tarbox Family Office, Inc.$1,076,059$518,660,436$0$518,660,436
22Cohen Capital Management Inc$3,191,195$507,399,947$0$507,399,947
23Blankinship & Foster$541,475$470,000,000$0$470,000,000
24RPG Investment Advisory, LLC$662,361$464,315,353$0$464,315,353
25Bedell Frazier Investment Counselling$1,132,170$454,000,000$0$454,000,000
26Jackson Financial Management$250,402$421,176,341$0$421,176,341
27Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
28RS Crum Inc.$1,699,541$384,096,333$0$384,096,333
29Waypoint Wealth Partners$701,430$375,966,561$0$375,966,561
30Brickley Wealth Management$908,271$362,400,000$0$362,400,000
31John W. Brooker & Co., CPAs, PC$720,951$353,987,001$0$353,987,001
32Blume Capital Management, Inc.$485,211$351,292,633$0$351,292,633
33Watermark Asset Management, Inc.$333,864$345,883,475$0$345,883,475
34Tellone Management Group Inc$205,296$338,942,946$0$338,942,946
35Cheviot Value Management$384,991$327,627,754$0$327,627,754
36Lyell Wealth Management Lp$2,551,978$318,997,308$0$318,997,308
37HC Financial Advisors Inc$373,118$314,911,485$0$314,911,485
38Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,256,391$311,584,989$0$311,584,989
39Berman, Steven M.$1,479,504$309,216,368$0$309,216,368
40Grubman Wealth Management$481,075$301,152,738$0$301,152,738
41Epsilon Financial Group, Inc.$931,343$300,823,743$0$300,823,743
42Harold Davidson & Associates Inc$445,675$287,014,899$0$287,014,899
43Meridian Investment Counsel, Inc.$594,418$274,026,744$0$274,026,744
44Osher Van De Voorde Investment Management$931,034$270,000,000$0$270,000,000
45Silicon Valley Capital Partners, L.P.$322,403$256,310,536$0$256,310,536
46Stevens First Principles Investment Advisors$531,192$256,034,375$0$256,034,375
47Occidental Asset Management, LLC$416,667$250,000,000$0$250,000,000
48Whelan Financial$310,622$238,868,325$0$238,868,325
49Wealthvalues, LLC$1,028,577$233,486,947$0$233,486,947
50Meritas Wealth Management$373,345$232,593,895$0$232,593,895
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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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