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
2Mercer Global Advisors Inc.$359,486$6,859,364,768$287,567,295$7,146,932,063
3Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
4Clifford Swan Investment Counsel$1,101,432$1,915,883,479$553,526,931$2,469,410,410
5Halbert Hargrove$711,492$2,079,262,378$253,720,272$2,332,982,650
6Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
7Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
8Camden Capital, LLC$795,312$1,214,288,618$499,607,741$1,713,896,359
9Morton Capital Management$672,257$1,564,955,765$73,333,649$1,638,289,414
10Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
11Check Capital Management Inc$621,803$1,206,656,502$46,275,842$1,252,932,344
12Cypress Wealth Advisors$3,408,516$1,106,438,069$141,078,864$1,247,516,933
13Polaris Wealth Advisers$364,983$1,075,574,300$27,039,300$1,102,613,600
14Lindbrook Capital$847,204$781,900,000$142,400,000$924,300,000
15Willow Creek Wealth Management, Inc.$1,285,457$841,367,092$62,308,969$903,676,061
16WESCAP Group$2,032,460$709,427,132$160,465,628$869,892,760
17Schultz Collins$4,792,600$0$809,949,452$809,949,452
18West Coast Financial$704,550$775,005,230$0$775,005,230
19Wacker Wealth Partners, LLC$1,329,291$749,409,107$5,628,013$755,037,120
20Delphi Private Advisors$1,156,589$746,000,000$0$746,000,000
21Dan Goldie Financial Services$625,713$0$738,341,607$738,341,607
22Main Street Research$500,521$709,238,665$0$709,238,665
23Steel Peak Wealth Management, LLC$430,977$681,594,722$20,035,870$701,630,592
24Goldstein Munger + Associates$1,601,715$500,021,846$68,587,027$568,608,873
25Mosaic Financial Partners, Inc.$641,857$557,132,075$0$557,132,075
26Oakmont Corporation$14,536,286$552,377,413$1,436$552,378,849
27Apriem Advisors$309,131$499,689,823$14,085,502$513,775,325
28Cohen Capital Management Inc$3,191,195$507,399,947$0$507,399,947
29Spectrum Asset Management Inc$551,843$430,240,032$9,026,640$439,266,672
30Jackson Financial Management$250,402$421,176,341$0$421,176,341
31Harris Financial Advisors, Inc.$387,904$397,537,981$13,640,374$411,178,355
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
34Monterey Private Wealth, Inc.$276,061$359,876,383$26,608,600$386,484,983
35Coastedge Partners, LLC$812,722$172,721,126$194,629,273$367,350,399
36Werba Rubin Wealth Management, LLC$462,835$0$359,159,833$359,159,833
37Clelland & Company Inc$1,664,022$168,935,945$175,516,535$344,452,480
38Tellone Management Group Inc$205,296$338,942,946$0$338,942,946
39Opes Advisors, Inc.$349,297$334,976,000$0$334,976,000
40Van Strum & Towne Inc$1,063,489$264,617,793$55,492,346$320,110,139
41Donnelly Wealth Advisors$312,448$259,264,400$60,370,000$319,634,400
42Delta Wealth Management$2,014,301$229,516,038$86,729,203$316,245,241
43HC Financial Advisors Inc$373,118$314,911,485$0$314,911,485
44North Berkeley Investment Partners$298,980$281,700,000$11,300,000$293,000,000
45Rosenblum Silverman Sutton Sf Inc$1,584,218$282,440,703$1,134,233$283,574,936
46Elm Advisors$692,316$218,013,637$58,912,911$276,926,548
47Silicon Valley Capital Partners, L.P.$322,403$256,310,536$0$256,310,536
48Guardian Investment Management$1,240,576$199,021,444$50,334,279$249,355,723
49Gradient Capital Advisors, LLC$218,373$191,697,935$56,373,648$248,071,583
50Ariston Services Group$1,059,735$237,400,000$2,100,000$239,500,000
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Showing 1 to 50 of 94 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 1,906 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.