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$109,490$104,000,000,000$0$104,000,000,000
2Hall Capital Partners$195,023,978$7,891,858,783$24,287,097,654$32,178,956,437
3Comprehensive Financial Management$396,428,571$11,100,000,000$0$11,100,000,000
4Aperio Group$5,412,713$10,045,994,426$0$10,045,994,426
5Kayne Anderson Rudnick Investment Management$699,370$7,990,714,501$1,376,642,658$9,367,357,159
6Aspiriant$1,402,584$5,748,106,878$2,678,617,896$8,426,724,774
7Litman Gregory Asset Management$6,466,298$1,395,805,988$6,137,431,064$7,533,237,052
8Mercer Global Advisors Inc.$365,536$5,978,101,581$164,725,074$6,142,826,655
9Halbert Hargrove$1,261,013$2,225,726,005$1,882,654,458$4,108,380,463
10Seven Post Private Investment Office$12,042,566$3,594,085,666$404,046,334$3,998,132,000
11Wetherby Asset Management$1,306,634$3,625,782,397$138,630,099$3,764,412,496
12Churchill Management Group$331,252$3,461,023,895$65,149,396$3,526,173,291
13Bingham, Osborn & Scarborough$1,007,521$2,917,214,600$256,476,400$3,173,691,000
14Dowling & Yahnke$812,030$2,970,404,776$0$2,970,404,776
15Atherton Lane Advisers$4,049,007$2,702,637,039$139,765,969$2,842,403,008
16Ashfield Capital Partners$6,195,050$2,134,108,914$579,322,880$2,713,431,794
17Index Fund Advisors, Inc.$484,502$2,565,383,284$64,009,998$2,629,393,282
18Clifford Swan Investment Counsel$1,086,026$1,985,895,303$480,470,450$2,466,365,753
19Nelson Capital Management$1,945,443$2,019,534,055$15,398,800$2,034,932,855
20EP Wealth Advisors$409,100$1,850,000,000$92,000,000$1,942,000,000
21Westmount Asset Management$588,767$1,820,468,313$0$1,820,468,313
22Mozaic$28,115,856$0$1,630,719,653$1,630,719,653
23Fairview Capital$5,462,415$1,567,713,063$0$1,567,713,063
24Osborne Partners$1,156,952$1,311,593,098$251,449,128$1,563,042,226
25Sand Hill Global Advisors$1,956,211$1,420,135,404$142,877,371$1,563,012,775
26Destination Wealth Management$409,319$1,489,920,024$0$1,489,920,024
27Morton Capital Management$670,750$1,248,248,975$194,534,572$1,442,783,547
28Abacus Wealth Partners$360,000$1,172,000,000$178,000,000$1,350,000,000
29Cypress Wealth Advisors$3,739,568$1,068,696,987$236,412,141$1,305,109,128
30Brouwer & Janachowski$927,651$1,293,145,387$0$1,293,145,387
31Financial Clarity, Inc.$41,531,839$0$1,287,487,000$1,287,487,000
32Personal Capital Advisors Corporation$137,266$1,248,300,000$0$1,248,300,000
33Baker Avenue Asset Management, LP$917,910$928,000,000$302,000,000$1,230,000,000
34Pure Financial Advisors, Inc.$198,432$1,186,663,936$10,078,988$1,196,742,924
35The Golub Group$519,879$1,152,153,604$30,051,048$1,182,204,652
36Check Capital Management Inc$557,807$1,020,266,606$27,294,161$1,047,560,767
37Cardiff Park Advisors$710,313$0$1,034,925,745$1,034,925,745
38Emery Howard$621,909$1,025,833,536$7,778,675$1,033,612,211
39Rand & Associates$928,005$934,134,681$11,502,288$945,636,969
40WESCAP Group$2,076,889$736,514,743$183,547,177$920,061,920
41Private Ocean$594,583$868,790,470$21,299,653$890,090,123
42Beacon Pointe Wealth Advisors$263,466$879,140,425$46,643$879,187,068
43Gupta Wealth Management$747,446$768,544,391$94,008,386$862,552,777
44Ohana Advisors$69,192,751$4,255,265$826,057,746$830,313,011
45Perigon Wealth Management$1,555,752$693,594,629$127,842,620$821,437,249
46Reilly Financial Advisors$389,878$732,254,208$22,550,488$754,804,696
47Pillar Pacific Capital Management$2,107,435$707,849,526$38,182,299$746,031,825
48Willow Creek Wealth Management, Inc.$453,232$696,534,176$49,031,647$745,565,823
49Wacker Wealth Partners, LLC$1,330,340$735,048,969$1,959,430$737,008,399
50Dan Goldie Financial Services$2,220,950$0$721,808,588$721,808,588
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.