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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Engines Advisors$121,688$113,000,000,000$0$113,000,000,000
2Kayne Anderson Rudnick Investment Management$658,234$8,095,166,786$1,534,144,418$9,629,311,204
3Litman Gregory Asset Management$5,149,667$1,341,117,853$4,807,584,177$6,148,702,030
4Churchill Management Group$312,221$3,963,749,591$105,732,850$4,069,482,441
5Index Fund Advisors, Inc.$487,141$2,654,516,423$72,496,474$2,727,012,897
6The Golub Group$495,457$1,200,217,414$32,478,422$1,232,695,836
7Baker Avenue Asset Management, LP$626,515$790,000,000$89,000,000$879,000,000
8Reilly Financial Advisors$364,823$760,128,832$18,037,888$778,166,720
9Steel Peak Wealth Management, LLC$211,548$444,259,767$21,146,830$465,406,597
10Telos Capital Management$368,043$395,634,145$11,921$395,646,066
11Alpha & Omega$3,384$190,000,000$115,000,000$305,000,000
12Financial Designs Corporation$257,310$230,545,700$71,536,692$302,082,392
13Epsilon Financial Group, Inc.$251,443$286,142,064$0$286,142,064
14Cheviot Value Management$427,886$283,688,660$0$283,688,660
15Creative Capital Management Inc$426,952$278,799,852$0$278,799,852
16Natural Investments$126,861$268,288,305$5,986,070$274,274,375
17Harold Davidson & Associates Inc$421,602$268,981,840$0$268,981,840
18American Money Management$195,770$201,278,408$4,671,465$205,949,873
19Curran & Lewis Investment Management, Inc.$1,120,235$190,087,096$4,833,742$194,920,838
20Baker, Brose & Mitsutome Wealth Management LLC$312,252$173,300,000$0$173,300,000
21Linda A. Barlow, CFP$331,902$168,701,931$1,563,810$170,265,741
22Bell & Brown Wealth Advisors, LLC$450,704$145,000,000$15,000,000$160,000,000
23Shone Asset Management LLC$264,655$99,156,703$55,137,250$154,293,953
24Sierra Asset Management$142,776$143,332,032$3,156,643$146,488,675
25Sigdestad Financial, Inc.$296,908$142,812,886$0$142,812,886
26Regal Wealth Group Inc.$520,556$140,550,000$0$140,550,000
27Certified Planners, Inc.$177,627$136,529,709$243,203$136,772,912
28Chamberlain Financial Planning & Wealth Management$1,576,556$7,100,000$111,141,716$118,241,716
29Carlsbad Wealth Advisory Group, Inc.$138,433$115,037,529$0$115,037,529
30Parkshore Wealth Management$170,636$114,326,200$0$114,326,200
31Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management$316,321$113,559,311$0$113,559,311
32Pacific Financial Strategies, Inc$154,952$100,099,227$0$100,099,227
33Avivar Capital, LLC$25,000,000$0$100,000,000$100,000,000

Showing 1 to 33 of 33 entries

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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.