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
4Wetherby Asset Management$1,224,186$4,089,044,158$202,950,887$4,291,995,045
5Churchill Management Group$304,972$3,936,562,853$92,729,993$4,029,292,846
6Dowling & Yahnke, LLC$893,864$3,566,516,863$0$3,566,516,863
7Bingham, Osborn & Scarborough$1,080,944$3,187,124,800$348,642,735$3,535,767,535
8EP Wealth Advisors$415,189$2,484,000,000$91,000,000$2,575,000,000
9Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
10Sand Hill Global Advisors, LLC$1,884,351$1,765,685,585$35,754,398$1,801,439,983
11Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
12Mozaic$26,012,949$0$1,716,854,605$1,716,854,605
13Cardiff Park Advisors$739,627$0$1,420,084,571$1,420,084,571
14Osborne Partners$1,114,005$1,120,854,902$256,055,395$1,376,910,297
15Financial Clarity, Inc.$43,088,581$0$1,335,746,000$1,335,746,000
16Gamble Jones Investment Counsel$920,237$739,935,776$430,605,876$1,170,541,652
17Emery Howard$710,747$1,111,489,160$5,805,401$1,117,294,561
18Private Ocean$647,547$1,046,982,519$5,280,913$1,052,263,432
19Adviceperiod, LLC$810,860$936,927,368$2,859,020$939,786,388
20Pillar Pacific Capital Management$2,323,697$846,502,736$41,149,538$887,652,274
21Perigon Wealth Management$1,190,925$868,804,147$13,671,466$882,475,613
22Wealth Architects$456,464$754,432,271$61,269,462$815,701,733
23Efficient Market Advisors, LLC$436,520$807,998,004$0$807,998,004
24Monograph Wealth Advisors, LLC$2,329,834$739,078,284$41,416,066$780,494,350
25Miracle Mile Advisors, LLC$1,113,435$753,795,823$0$753,795,823
26Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
27Libbie Agran Financial Services & Seminars$2,155,401$682,662,187$9,221,573$691,883,760
28Ohana Advisors$56,942,885$4,885,771$678,428,851$683,314,622
29Frank, Rimerman Advisors LLC$2,942,478$565,608,218$75,852,074$641,460,292
30Weatherly Asset Management$527,229$625,209,043$9,047,692$634,256,735
31Intellectus Partners, LLC$1,590,360$302,320,332$324,281,698$626,602,030
32Capital Advantage, Inc.$1,084,884$601,025,565$0$601,025,565
33SB Capital Management, Inc.$644,767$578,569,109$4,300,599$582,869,708
34Schnieders Capital Management$733,018$288,928,481$271,097,561$560,026,042
35Tarbox Family Office, Inc.$1,076,059$518,660,436$0$518,660,436
36Ensemble Capital Management$1,188,292$502,127,008$2,897,169$505,024,177
37Roof, Eidam & Maycock$489,147$477,100,000$27,700,000$504,800,000
38Bell Investment Advisors Inc$443,240$452,548,208$37,674,723$490,222,931
39Creekside Partners, Inc.$432,732$481,829,402$4,560,899$486,390,301
40Blankinship & Foster$541,475$470,000,000$0$470,000,000
41RPG Investment Advisory, LLC$662,361$464,315,353$0$464,315,353
42Oak Root LLC$15,369,088$459,574,665$1,497,986$461,072,651
43Mraz, Amerine & Associates, Inc.$224,787$437,000,000$11,000,000$448,000,000
44Nelson Roberts Investment Advisors$769,703$432,682,000$7,587,953$440,269,953
45Simonbaker & Partners LLC$8,548,155$130,081,496$305,874,392$435,955,888
46Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
47The Wealth Collaborative, Inc.$1,024,703$406,076,551$730,459$406,807,010
48Lodestar Private Asset Management$471,082$393,740,233$10,919,601$404,659,834
49Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
50Personal Financial Management$2,062,464$244,369,807$153,685,833$398,055,640
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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.