Sponsored By
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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors LLC | $77,006 | $47,500,000,000 | N/A | $47,500,000,000 |
| 2 | Hall Capital Partners LLC | $140,783,068 | $2,865,651,212 | $19,237,290,426 | $22,102,941,638 |
| 3 | Comprehensive Financial Management LLC | $464,705,882 | $7,900,000,000 | N/A | $7,900,000,000 |
| 4 | Aspiriant LLC | $1,321,161 | $2,896,075,000 | $3,870,913,000 | $6,766,988,000 |
| 5 | Litman Gregory Asset Management LLC | $6,153,537 | $1,107,842,000 | $4,301,117,000 | $5,408,959,000 |
| 6 | Luminous Capital LLC | $2,258,538 | $4,857,803,704 | $483,638,443 | $5,341,442,147 |
| 7 | Baker Street Advisors LLC | $3,657,576 | N/A | $3,621,000,000 | $3,621,000,000 |
| 8 | Wetherby Asset Management | $959,590 | $2,916,452,526 | $96,659,449 | $3,013,111,975 |
| 9 | Hewins Financial Advisors LLC | $664,048 | $1,010,292,730 | $1,486,529,323 | $2,496,822,053 |
| 10 | Atherton Lane Advisers LLC | $3,313,626 | $2,149,931,830 | $139,783,472 | $2,289,715,302 |
| 11 | First Foundation Advisors | $831,537 | $2,077,455,310 | $64,584,387 | $2,142,039,697 |
| 12 | BinghamOsborn & Scarborough LLC | $648,157 | $1,767,551,000 | $369,421,500 | $2,136,972,500 |
| 13 | Dowling & Yahnke LLC | $716,957 | $2,130,796,749 | N/A | $2,130,796,749 |
| 14 | Aperio Group LLC | $3,548,514 | $2,065,234,873 | N/A | $2,065,234,873 |
| 15 | Halbert Hargrove | $642,974 | $1,617,618,920 | $131,269,594 | $1,748,888,514 |
| 16 | Index Funds Advisors Inc. | $325,240 | $1,444,717,070 | N/A | $1,444,717,070 |
| 17 | Wipfli Hewins Investment Advisors LLC | $683,504 | $830,814,532 | $486,981,279 | $1,317,795,811 |
| 18 | Mozaic LLC | $43,286,207 | N/A | $1,255,300,000 | $1,255,300,000 |
| 19 | Concert Wealth Management | $463,981 | $894,624,629 | $334,923,873 | $1,229,548,502 |
| 20 | Osborne Partners | $1,126,184 | $894,464,623 | $177,662,728 | $1,072,127,351 |
| 21 | Destination Wealth Management | $314,706 | $1,049,444,917 | $9,854,158 | $1,059,299,075 |
| 22 | Financial Clarity Inc. | $35,093,767 | N/A | $1,052,813,000 | $1,052,813,000 |
| 23 | Sand Hill Global Advisors LLC | $5,906,832 | $951,000,000 | N/A | $951,000,000 |
| 24 | Morton Capital Management | $510,975 | $940,810,921 | $5,513,885 | $946,324,806 |
| 25 | Ohana Advisors | $72,022,500 | N/A | $864,270,000 | $864,270,000 |
| 26 | Emery Howard | $490,044 | $757,475,968 | $30,514,850 | $787,990,818 |
| 27 | Baker Avenue Asset ManagementLp | $897,566 | $453,470,781 | $306,767,367 | $760,238,148 |
| 28 | Argos Wealth Advisors LLC | $751,017 | $602,911,673 | $112,056,929 | $714,968,602 |
| 29 | The Golub Group | $393,663 | $680,019,282 | $24,636,860 | $704,656,142 |
| 30 | Rand & Associates | $907,097 | $587,000,000 | $116,000,000 | $703,000,000 |
| 31 | Wescap Group | $1,825,467 | $535,715,700 | $163,438,300 | $699,154,000 |
| 32 | Cypress Wealth Advisors | $2,792,841 | $578,272,441 | $103,180,832 | $681,453,273 |
| 33 | Abacus Wealth Partners | $254,723 | $680,715,126 | $669,725 | $681,384,851 |
| 34 | Private Ocean | $469,370 | $642,717,980 | $27,072,455 | $669,790,435 |
| 35 | Kaufman + Bernstein Inc. | $2,007,687 | $620,375,186 | N/A | $620,375,186 |
| 36 | Check Capital Management Inc. | $336,770 | $485,000,000 | $103,000,000 | $588,000,000 |
| 37 | Libbie Agran Financial Services & Seminars | $1,888,727 | $452,586,691 | $98,921,612 | $551,508,303 |
| 38 | Towneley Capital Management Inc. | $1,868,019 | $541,725,566 | N/A | $541,725,566 |
| 39 | R. E. Wacker Associates Inc. | $1,074,093 | $537,100,145 | $1,020,233 | $538,120,378 |
| 40 | Pure Financial Advisors Inc. | $136,187 | $527,323,649 | $3,668,098 | $530,991,747 |
| 41 | Dan Goldie Financial Services LLC | $477,851 | N/A | $516,079,203 | $516,079,203 |
| 42 | Trovena LLC. | $506,098 | $484,579,679 | $20,000,000 | $504,579,679 |
| 43 | Veris Wealth Partners LLC | $418,243 | $314,926,227 | $171,072,614 | $485,998,841 |
| 44 | Valentine Capital Asset Management Inc. | $1,004,396 | $481,105,600 | N/A | $481,105,600 |
| 45 | Eclectic Associates Inc. | $159,691 | $393,292,079 | $77,476,252 | $470,768,331 |
| 46 | Cardiff Park Advisors | $2,329,299 | N/A | $470,518,489 | $470,518,489 |
| 47 | Pillar Pacific Capital Management LLC | $1,719,042 | $435,593,923 | $13,076,063 | $448,669,986 |
| 48 | Mosaic Financial Partners Inc. | $1,871,041 | $437,088,394 | $735,187 | $437,823,581 |
| 49 | Bell Investment Advisors Inc. | $370,014 | $433,150,433 | $3,835,849 | $436,986,282 |
| 50 | Willow Creek Financial Services Inc. | $364,776 | $420,951,171 | N/A | $420,951,171 |
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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.