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$105,615$88,200,000,000$0$88,200,000,000
2Hall Capital Partners$186,848,625$6,147,197,170$24,122,280,109$30,269,477,279
3Comprehensive Financial Management$486,956,522$11,200,000,000$0$11,200,000,000
4Kayne Anderson Rudnick Investment Management$703,698$7,717,600,267$1,319,282,970$9,036,883,237
5Aspiriant$1,543,798$4,892,104,000$3,198,943,000$8,091,047,000
6Litman Gregory Asset Management$7,208,780$1,361,027,585$6,345,158,664$7,706,186,249
7Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
8Mercer Global Advisors Inc.$343,585$5,386,357,717$126,115,058$5,512,472,775
9Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
10Halbert Hargrove$1,277,608$2,112,700,643$1,861,939,364$3,974,640,007
11Seven Post Private Investment Office$22,747,370$3,367,381,486$385,934,559$3,753,316,045
12Wetherby Asset Management$1,286,261$3,502,847,591$142,415,722$3,645,263,313
13Churchill Management Group$370,070$3,365,349,336$25,235,134$3,390,584,470
14Ashfield Capital Partners$6,896,477$2,138,391,055$806,404,766$2,944,795,821
15Bingham, Osborn & Scarborough$940,765$2,628,982,600$244,113,900$2,873,096,500
16Dowling & Yahnke$806,777$2,757,564,605$0$2,757,564,605
17Atherton Lane Advisers$3,746,682$2,318,673,250$127,909,818$2,446,583,068
18Clifford Swan Investment Counsel$1,067,879$1,801,805,354$485,591,510$2,287,396,864
19Nelson Capital Management$1,794,901$1,706,480,095$16,624,579$1,723,104,674
20Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
21EP Wealth Advisors$393,374$117,980,000$1,498,000,000$1,615,980,000
22Mozaic$29,333,998$0$1,525,367,907$1,525,367,907
23Osborne Partners$1,104,430$1,230,736,615$248,094,646$1,478,831,261
24Destination Wealth Management$390,278$1,414,027,726$5,411,911$1,419,439,637
25Morton Capital Management$626,785$1,148,961,589$172,302,033$1,321,263,622
26Sand Hill Global Advisors$1,823,719$1,259,360,043$48,246,631$1,307,606,674
27Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
28Financial Clarity, Inc.$40,835,968$0$1,265,915,000$1,265,915,000
29Baker Avenue Asset Management, LP$845,723$760,000,000$298,000,000$1,058,000,000
30Emery Howard$626,614$1,008,645,137$7,722,735$1,016,367,872
31The Golub Group$506,285$994,924,928$19,670,056$1,014,594,984
32Abacus Wealth Partners$332,059$949,992,543$38,215,592$988,208,135
33Pure Financial Advisors, Inc.$190,617$953,050,527$5,945,862$958,996,389
34Cypress Wealth Advisors$2,950,540$730,696,724$219,377,077$950,073,801
35WESCAP Group$1,982,613$717,085,000$175,091,000$892,176,000
36Private Ocean$489,028$846,683,612$33,567,064$880,250,676
37Argos Wealth Advisors$617,719$755,301,786$109,504,300$864,806,086
38Rand & Associates$938,412$850,307,519$12,092,717$862,400,236
39Cardiff Park Advisors$2,831,910$0$858,068,829$858,068,829
40Ohana Advisors$76,577,077$0$842,347,842$842,347,842
41Check Capital Management Inc$501,535$772,068,050$24,871,491$796,939,541
42Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
43Dan Goldie Financial Services$2,188,991$0$696,099,162$696,099,162
44R. E. Wacker Wealth Partners$1,288,176$688,613,510$1,848,805$690,462,315
45Pillar Pacific Capital Management$2,184,096$657,576,000$26,046,000$683,622,000
46Beacon Pointe Wealth Advisors$216,720$682,667,786$0$682,667,786
47Veris Wealth Partners$562,555$470,106,584$195,396,032$665,502,616
48Willow Creek Wealth Management, Inc.$428,250$621,954,336$42,688,946$664,643,282
49Libbie Agran Financial Services & Seminars$2,105,758$651,638,722$7,463,620$659,102,342
50Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
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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 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, 2014. (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.