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.$354,180$5,630,216,734$135,828,991$5,766,045,725
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$795,295$2,821,706,825$0$2,821,706,825
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
19Index Fund Advisors, Inc.$440,365$2,226,044,093$0$2,226,044,093
20Nelson Capital Management$1,958,043$1,862,891,358$16,829,845$1,879,721,203
21Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
22EP Wealth Advisors$393,374$1,498,000,000$117,980,000$1,615,980,000
23Mozaic$29,333,998$0$1,525,367,907$1,525,367,907
24Osborne Partners$1,104,430$1,230,736,615$248,094,646$1,478,831,261
25Morton Capital Management$672,440$1,236,503,592$223,363,170$1,459,866,762
26Destination Wealth Management$390,278$1,414,027,726$5,411,911$1,419,439,637
27Sand Hill Global Advisors$1,823,719$1,259,360,043$48,246,631$1,307,606,674
28Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
29Financial Clarity, Inc.$40,835,968$0$1,265,915,000$1,265,915,000
30Baker Avenue Asset Management, LP$850,263$818,000,000$312,000,000$1,130,000,000
31Abacus Wealth Partners$341,314$1,042,000,000$38,258,000$1,080,258,000
32Pure Financial Advisors, Inc.$200,623$1,016,293,536$6,881,503$1,023,175,039
33Emery Howard$626,614$1,008,645,137$7,722,735$1,016,367,872
34The Golub Group$506,285$994,924,928$19,670,056$1,014,594,984
35Cardiff Park Advisors$3,172,970$0$955,064,070$955,064,070
36Cypress Wealth Advisors$2,950,540$730,696,724$219,377,077$950,073,801
37WESCAP Group$1,982,613$717,085,000$175,091,000$892,176,000
38Private Ocean$489,028$846,683,612$33,567,064$880,250,676
39Perigon Wealth Management$1,740,482$671,109,118$206,093,596$877,202,714
40Argos Wealth Advisors$617,719$755,301,786$109,504,300$864,806,086
41Rand & Associates$938,412$850,307,519$12,092,717$862,400,236
42Personal Capital Advisors Corporation$131,146$861,759,448$0$861,759,448
43Ohana Advisors$76,577,077$0$842,347,842$842,347,842
44Check Capital Management Inc$501,535$772,068,050$24,871,491$796,939,541
45Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
46Dan Goldie Financial Services$2,188,991$0$696,099,162$696,099,162
47R. E. Wacker Wealth Partners$1,288,176$688,613,510$1,848,805$690,462,315
48Pillar Pacific Capital Management$2,184,096$657,576,000$26,046,000$683,622,000
49Beacon Pointe Wealth Advisors$216,720$682,667,786$0$682,667,786
50Reilly Financial Advisors$410,341$679,114,432$0$679,114,432
Next Page »

Showing 1 to 50 of 240 entries

Page 1 | 2 | 3 | 4 | 5

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.