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$121,688$113,000,000,000$0$113,000,000,000
2Hall Capital Partners$191,013,438$7,183,577,327$24,715,666,838$31,899,244,165
3Aperio Group$5,271,954$13,243,148,689$0$13,243,148,689
4Comprehensive Financial Management$389,482,759$11,295,000,000$0$11,295,000,000
5Kayne Anderson Rudnick Investment Management$658,234$8,095,166,786$1,534,144,418$9,629,311,204
6Aspiriant$1,321,707$6,868,198,000$2,437,938,000$9,306,136,000
7Litman Gregory Asset Management$5,149,667$1,341,117,853$4,807,584,177$6,148,702,030
8Mercer Global Advisors Inc.$326,627$5,906,833,704$166,794,929$6,073,628,633
9Scharf Investments, LLC$1,938,647$5,118,026,785$0$5,118,026,785
10Seven Post Private Investment Office$11,233,592$3,812,349,751$366,546,484$4,178,896,235
11Churchill Management Group$307,165$3,762,599,768$112,903,708$3,875,503,476
12Wetherby Asset Management$1,202,537$3,643,582,567$196,117,008$3,839,699,575
13Halbert Hargrove$1,171,477$2,045,553,575$1,772,288,656$3,817,842,231
14Bingham, Osborn & Scarborough$999,433$2,961,406,028$219,788,115$3,181,194,143
15Dowling & Yahnke$803,015$3,112,486,432$0$3,112,486,432
16Index Fund Advisors, Inc.$487,141$2,654,516,423$72,496,474$2,727,012,897
17Clifford Swan Investment Counsel$1,035,454$1,947,527,374$444,370,374$2,391,897,748
18EP Wealth Advisors$389,425$2,110,000,000$70,000,000$2,180,000,000
19Personal Capital Advisors Corporation$125,900$2,128,462,122$0$2,128,462,122
20Ashfield Capital Partners$4,676,726$1,584,416,522$435,929,146$2,020,345,668
21Westmount Asset Management$613,215$1,884,391,566$68,084,610$1,952,476,176
22Nelson Capital Management$1,693,839$1,836,881,641$16,178,249$1,853,059,890
23Mozaic$26,619,523$0$1,677,029,960$1,677,029,960
24Sand Hill Global Advisors$1,782,209$1,528,163,135$63,349,115$1,591,512,250
25Camden Capital, LLC$926,935$1,038,164,557$509,817,342$1,547,981,899
26Morton Capital Management$661,582$1,412,503,795$128,319,729$1,540,823,524
27Destination Wealth Management$414,443$1,537,581,912$0$1,537,581,912
28Fairview Capital$4,426,779$1,491,824,454$0$1,491,824,454
29Abacus Wealth Partners$332,939$1,310,988,000$130,640,000$1,441,628,000
30Regis Management Company, LLC$35,008,073$1,435,331,000$0$1,435,331,000
31Beacon Pointe Wealth Advisors$288,119$1,408,515,868$5,862,491$1,414,378,359
32Osborne Partners$1,092,013$1,121,427,040$243,589,811$1,365,016,851
33Pure Financial Advisors, Inc.$192,715$1,344,804,286$10,366,677$1,355,170,963
34Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
35The Golub Group$495,457$1,200,217,414$32,478,422$1,232,695,836
36Cypress Wealth Advisors$3,528,477$1,101,232,166$126,677,905$1,227,910,071
37Financial Clarity, Inc.$42,964,571$0$1,203,008,000$1,203,008,000
38Cardiff Park Advisors$634,559$0$1,158,070,816$1,158,070,816
39Gupta Wealth Management$696,088$966,996,897$91,752,688$1,058,749,585
40Emery Howard$643,459$1,047,281,157$7,348,214$1,054,629,371
41Parallel Advisors$246,125$1,030,634,357$6,537,243$1,037,171,600
42Check Capital Management Inc$519,119$978,606,820$28,484,519$1,007,091,339
43Polaris Wealth Advisers$343,255$931,376,000$44,154,000$975,530,000
44Private Ocean$589,525$934,254,367$21,365,026$955,619,393
45WESCAP Group$2,037,197$728,105,261$174,372,921$902,478,182
46Baker Avenue Asset Management, LP$626,515$790,000,000$89,000,000$879,000,000
47Oakmont Corporation$23,978,564$863,228,028$267$863,228,295
48Raub Brock Capital Management, LP$284,775$758,804,079$63,340,681$822,144,760
49Veris Wealth Partners$530,858$669,566,853$132,029,369$801,596,222
50Stanford Investment Group, Inc.$813,412$778,055,097$23,155,772$801,210,869
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.