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
1Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
2Comprehensive Financial Management LLC$332,757,576$10,981,000,000$0$10,981,000,000
3Aspiriant, LLC$1,237,652$8,434,171,000$2,098,248,000$10,532,419,000
4Churchill Management Group$321,545$4,401,429,074$104,703,647$4,506,132,721
5Wetherby Asset Management$1,224,186$4,089,044,158$202,950,887$4,291,995,045
6Dowling & Yahnke, LLC$929,878$3,774,376,361$0$3,774,376,361
8Sepio Capital, LLC$2,633,703$1,530,000,000$1,080,000,000$2,610,000,000
9EP Wealth Advisors$415,189$2,484,000,000$91,000,000$2,575,000,000
10Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
11Sand Hill Global Advisors, LLC$1,884,351$1,765,685,585$35,754,398$1,801,439,983
12Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
13Corient Capital Partners, LLC$1,152,060$1,242,294,991$486,947,073$1,729,242,064
15Adviceperiod, LLC$994,265$1,530,699,146$19,360,721$1,550,059,867
16Cardiff Park Advisors$739,627$0$1,420,084,571$1,420,084,571
17Osborne Partners$1,114,005$1,120,854,902$256,055,395$1,376,910,297
18Financial Clarity, Inc.$43,088,581$0$1,335,746,000$1,335,746,000
19Gamble Jones Investment Counsel$920,237$739,935,776$430,605,876$1,170,541,652
20Emery Howard$710,747$1,111,489,160$5,805,401$1,117,294,561
21Private Ocean$647,547$1,046,982,519$5,280,913$1,052,263,432
22Pillar Pacific Capital Management$2,323,697$846,502,736$41,149,538$887,652,274
23Perigon Wealth Management$1,190,925$868,804,147$13,671,466$882,475,613
24Monograph Wealth Advisors, LLC$2,352,153$822,686,468$42,905,730$865,592,198
25Wealth Architects$456,464$754,432,271$61,269,462$815,701,733
26Miracle Mile Advisors, LLC$1,113,435$753,795,823$0$753,795,823
27Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
28Libbie Agran Financial Services & Seminars$2,155,401$682,662,187$9,221,573$691,883,760
29Ohana Advisors$56,942,885$4,885,771$678,428,851$683,314,622
30Frank, Rimerman Advisors LLC$2,942,478$565,608,218$75,852,074$641,460,292
31Weatherly Asset Management$527,229$625,209,043$9,047,692$634,256,735
32Intellectus Partners, LLC$1,590,360$302,320,332$324,281,698$626,602,030
33Capital Advantage, Inc.$1,105,274$621,163,869$0$621,163,869
34SB Capital Management, Inc.$644,767$578,569,109$4,300,599$582,869,708
35Schnieders Capital Management$733,018$288,928,481$271,097,561$560,026,042
36Tarbox Family Office, Inc.$1,076,059$518,660,436$0$518,660,436
37Ensemble Capital Management$1,188,292$502,127,008$2,897,169$505,024,177
38Roof, Eidam & Maycock$489,147$477,100,000$27,700,000$504,800,000
39Bell Investment Advisors Inc$443,240$452,548,208$37,674,723$490,222,931
40Creekside Partners Financial Advisers$432,732$481,829,402$4,560,899$486,390,301
41Nelson Roberts Investment Advisors$789,130$466,600,000$5,300,000$471,900,000
42Blankinship & Foster$541,475$470,000,000$0$470,000,000
43RPG Investment Advisory, LLC$662,361$464,315,353$0$464,315,353
44Oak Root LLC$15,369,088$459,574,665$1,497,986$461,072,651
45Mraz, Amerine & Associates, Inc.$224,787$437,000,000$11,000,000$448,000,000
46Simonbaker & Partners LLC$8,548,155$130,081,496$305,874,392$435,955,888
47Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
48The Wealth Collaborative, Inc.$1,024,703$406,076,551$730,459$406,807,010
49Lodestar Private Asset Management$471,082$393,740,233$10,919,601$404,659,834
50Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
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Showing 1 to 50 of 126 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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