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$354,243$4,037,663,246$0$4,037,663,246
6Dowling & Yahnke, LLC$893,864$3,566,516,863$0$3,566,516,863
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
10Brouwer & Janachowski, LLC$849,084$1,417,971,000$0$1,417,971,000
11Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
12FundX Investment Group, LLC$1,257,353$867,573,890$0$867,573,890
13Private Asset Management Inc$528,261$826,200,000$0$826,200,000
14Efficient Market Advisors, LLC$436,520$807,998,004$0$807,998,004
15West Coast Financial$704,550$775,005,230$0$775,005,230
16Miracle Mile Advisors, LLC$1,113,435$753,795,823$0$753,795,823
17Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
18Delphi Private Advisors$1,156,589$746,000,000$0$746,000,000
19Main Street Research$500,521$709,238,665$0$709,238,665
20Towneley Capital Management$1,975,315$612,347,724$0$612,347,724
21Capital Advantage, Inc.$1,084,884$601,025,565$0$601,025,565
22Mosaic Financial Partners, Inc.$641,857$557,132,075$0$557,132,075
23Tarbox Family Office, Inc.$1,076,059$518,660,436$0$518,660,436
24Cohen Capital Management Inc$3,191,195$507,399,947$0$507,399,947
25Blankinship & Foster$541,475$470,000,000$0$470,000,000
26RPG Investment Advisory, LLC$662,361$464,315,353$0$464,315,353
27Bedell Frazier Investment Counselling.$1,132,170$454,000,000$0$454,000,000
28Jackson Financial Management$250,402$421,176,341$0$421,176,341
29Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
30RS Crum Inc.$1,699,541$384,096,333$0$384,096,333
31Waypoint Wealth Partners$701,430$375,966,561$0$375,966,561
32John W. Brooker & Co., CPAs, PC$720,951$353,987,001$0$353,987,001
33Blume Capital Management, Inc.$485,211$351,292,633$0$351,292,633
34Watermark Asset Management, Inc.$333,864$345,883,475$0$345,883,475
35Tellone Management Group Inc$205,296$338,942,946$0$338,942,946
36Opes Advisors, Inc.$349,297$334,976,000$0$334,976,000
37Cheviot Value Management$384,991$327,627,754$0$327,627,754
38HC Financial Advisors Inc$373,118$314,911,485$0$314,911,485
39Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,256,391$311,584,989$0$311,584,989
40Berman, Steven M.$1,479,504$309,216,368$0$309,216,368
41Grubman Wealth Management$481,075$301,152,738$0$301,152,738
42Epsilon Financial Group, Inc.$931,343$300,823,743$0$300,823,743
43Creative Capital Management Inc$467,984$298,105,791$0$298,105,791
44Harold Davidson & Associates Inc$445,675$287,014,899$0$287,014,899
45Meridian Investment Counsel, Inc.$594,418$274,026,744$0$274,026,744
46Osher Van De Voorde Investment Management$931,034$270,000,000$0$270,000,000
47Silicon Valley Capital Partners, L.P.$322,403$256,310,536$0$256,310,536
48Stevens First Principles Investment Advisors$531,192$256,034,375$0$256,034,375
49Lyell Wealth Management Lp$2,217,130$248,318,588$0$248,318,588
50Millie Capital Management LLC$3,200,000$240,000,000$0$240,000,000
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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.