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
1Hall Capital Partners$194,201,352$7,401,509,930$25,224,317,172$32,625,827,102
2Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
3Clifford Swan Investment Counsel$1,101,432$1,915,883,479$553,526,931$2,469,410,410
4Halbert Hargrove$711,492$2,079,262,378$253,720,272$2,332,982,650
5Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
6Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
7Camden Capital, LLC$795,312$1,214,288,618$499,607,741$1,713,896,359
8Morton Capital Management$672,257$1,564,955,765$73,333,649$1,638,289,414
9Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
10Cypress Wealth Advisors$3,408,516$1,106,438,069$141,078,864$1,247,516,933
11Polaris Wealth Advisers$364,983$1,075,574,300$27,039,300$1,102,613,600
12Lindbrook Capital$847,204$781,900,000$142,400,000$924,300,000
13Willow Creek Wealth Management, Inc.$1,285,457$841,367,092$62,308,969$903,676,061
14WESCAP Group$2,032,460$709,427,132$160,465,628$869,892,760
15Schultz Collins$4,792,600$0$809,949,452$809,949,452
16West Coast Financial$704,550$775,005,230$0$775,005,230
17Wacker Wealth Partners, LLC$1,329,291$749,409,107$5,628,013$755,037,120
18Delphi Private Advisors$1,156,589$746,000,000$0$746,000,000
19Dan Goldie Financial Services$625,713$0$738,341,607$738,341,607
20Main Street Research$500,521$709,238,665$0$709,238,665
21Steel Peak Wealth Management, LLC$430,977$681,594,722$20,035,870$701,630,592
22Goldstein Munger + Associates$1,601,715$500,021,846$68,587,027$568,608,873
23Mosaic Financial Partners, Inc.$641,857$557,132,075$0$557,132,075
24Oakmont Corporation$14,536,286$552,377,413$1,436$552,378,849
25Werba Rubin Wealth Management, LLC$419,027$142,355,958$380,589,349$522,945,307
26Apriem Advisors$309,131$499,689,823$14,085,502$513,775,325
27Cohen Capital Management Inc$3,191,195$507,399,947$0$507,399,947
28Spectrum Asset Management Inc$551,843$430,240,032$9,026,640$439,266,672
29Jackson Financial Management$250,402$421,176,341$0$421,176,341
30Harris Financial Advisors, Inc.$387,904$397,537,981$13,640,374$411,178,355
31Monterey Private Wealth, Inc.$288,181$380,179,418$27,884,911$408,064,329
32Capital Planning Advisors LLC$672,158$370,000,000$38,000,000$408,000,000
33Intersect Capital LLC$1,341,588$379,085,341$13,999,941$393,085,282
34Coastedge Partners, LLC$812,722$172,721,126$194,629,273$367,350,399
35Clelland & Company Inc$1,664,022$168,935,945$175,516,535$344,452,480
36Tellone Management Group Inc$205,296$338,942,946$0$338,942,946
37Van Strum & Towne Inc$1,063,489$264,617,793$55,492,346$320,110,139
38Donnelly Wealth Advisors$312,448$259,264,400$60,370,000$319,634,400
39Delta Wealth Management$2,014,301$229,516,038$86,729,203$316,245,241
40HC Financial Advisors Inc$373,118$314,911,485$0$314,911,485
41North Berkeley Investment Partners$298,980$281,700,000$11,300,000$293,000,000
42Rosenblum Silverman Sutton Sf Inc$1,584,218$282,440,703$1,134,233$283,574,936
43Elm Advisors$692,316$218,013,637$58,912,911$276,926,548
44Silicon Valley Capital Partners, L.P.$322,403$256,310,536$0$256,310,536
45Guardian Investment Management$1,240,576$199,021,444$50,334,279$249,355,723
46Gradient Capital Advisors, LLC$218,373$191,697,935$56,373,648$248,071,583
47Ariston Services Group$1,059,735$237,400,000$2,100,000$239,500,000
48Whelan Financial$310,622$238,868,325$0$238,868,325
49YellowBrickRoad Financial Advisors$234,557$232,211,123$0$232,211,123
50Concentric Wealth Management$391,460$227,438,000$0$227,438,000
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Showing 1 to 50 of 89 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.