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
1Financial Engines Advisors$96,702$63,900,000,000$0$63,900,000,000
2Hall Capital Partners$162,177,453$4,797,736,006$20,988,479,028$25,786,215,034
3Comprehensive Financial Management$555,000,000$11,100,000,000$0$11,100,000,000
4Aspiriant$1,517,320$4,003,313,000$3,206,991,000$7,210,304,000
5Litman Gregory Asset Management$6,506,252$1,243,246,808$5,458,192,244$6,701,439,052
6Beacon Pointe Advisors$1,335,847$2,461,594,222$3,209,075,909$5,670,670,131
7Mercer Global Advisors Inc.$313,791$4,783,469,900$109,475,842$4,892,945,742
8Baker Street Advisors$3,756,708$0$4,200,000,000$4,200,000,000
9Wetherby Asset Management$1,210,312$3,231,652,202$160,853,451$3,392,505,653
10Aperio Group$3,630,307$3,238,233,931$0$3,238,233,931
11Evanson Asset Management$734,440$2,676,327,050$14,660,749$2,690,987,799
12Dowling & Yahnke$754,505$2,455,914,956$0$2,455,914,956
13Bingham, Osborn & Scarborough$865,950$2,141,818,500$312,284,800$2,454,103,300
14Atherton Lane Advisers$3,307,381$2,120,222,579$148,641,043$2,268,863,622
15Halbert Hargrove$710,334$1,853,195,838$191,854,788$2,045,050,626
16Westmount Asset Management$485,777$1,355,318,189$0$1,355,318,189
17Mozaic$32,113,228$0$1,348,755,581$1,348,755,581
18EP Wealth Advisors$349,441$1,240,000,000$105,000,000$1,345,000,000
19Osborne Partners$985,853$1,112,105,637$211,894,668$1,324,000,305
20Destination Wealth Management$345,937$1,216,987,587$10,049,629$1,227,037,216
21Financial Clarity Inc.$37,328,516$0$1,157,184,000$1,157,184,000
22Sand Hill Global Advisors$1,669,768$1,077,000,591$0$1,077,000,591
23Morton Capital Management$553,559$1,004,479,602$55,032,719$1,059,512,321
24Emery Howard$544,011$864,359,505$32,715,136$897,074,641
25Cypress Wealth Advisors$2,954,187$645,567,606$199,329,906$844,897,512
26Baker Avenue Asset Management$829,644$506,925,176$306,955,392$813,880,568
27Pure Financial Advisors Inc.$181,955$800,487,253$4,481,605$804,968,858
28Ohana Advisors$65,391,667$0$784,700,000$784,700,000
29The Golub Group$397,525$768,199,838$14,527,435$782,727,273
30Abacus Wealth Partners$293,021$721,784,919$52,961,289$774,746,208
31Wescap Group$1,881,387$597,494,500$168,230,200$765,724,700
32Private Ocean$517,517$731,256,164$24,836,651$756,092,815
33Argos Wealth Advisors$716,120$648,579,492$89,739,964$738,319,456
34Rand & Associates$903,672$696,597,000$8,267,400$704,864,400
35Kaufman + Bernstein Inc.$2,052,201$654,652,134$0$654,652,134
36Libbie Agran Financial Services & Seminars$1,911,478$587,470,385$12,733,835$600,204,220
37Acacia Wealth Advisors$5,047,934$0$595,656,202$595,656,202
38Check Capital Management Inc.$451,082$564,000,000$19,700,000$583,700,000
39Dan Goldie Financial Services$600,051$0$582,049,494$582,049,494
40Cardiff Park Advisors$2,499,113$0$572,296,870$572,296,870
41Towneley Capital Management Inc.$1,890,437$563,350,261$0$563,350,261
42Veris Wealth Partners$456,121$334,034,305$190,505,051$524,539,356
43Mosaic Financial Partners Inc.$2,050,633$520,070,672$790,128$520,860,800
44Pillar Pacific Capital Management$1,841,960$494,030,000$18,035,000$512,065,000
45Bell Investment Advisors Inc.$424,844$505,472,489$2,641,123$508,113,612
46Willow Creek Wealth Management Inc.$404,240$495,597,654$0$495,597,654
47Eclectic Associates Inc.$218,104$415,470,502$76,136,490$491,606,992
48Hokanson Associates Inc.$1,292,437$485,956,342$0$485,956,342
49Reilly Financial Advisors$370,195$483,474,624$0$483,474,624
50Frank, Rimerman Advisors$1,922,712$470,774,565$6,057,908$476,832,473
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.