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
2Comprehensive Financial Management$396,428,571$11,100,000,000$0$11,100,000,000
3Aperio Group$5,412,713$10,045,994,426$0$10,045,994,426
4Dowling & Yahnke$812,030$2,970,404,776$0$2,970,404,776
5Westmount Asset Management$588,767$1,820,468,313$0$1,820,468,313
6Fairview Capital$5,462,415$1,567,713,063$0$1,567,713,063
7Destination Wealth Management$409,319$1,489,920,024$0$1,489,920,024
8Brouwer & Janachowski$927,651$1,293,145,387$0$1,293,145,387
9Personal Capital Advisors Corporation$137,266$1,248,300,000$0$1,248,300,000
10Main Street Research$299,632$619,339,600$0$619,339,600
11Mosaic Financial Partners, Inc.$655,734$611,800,000$0$611,800,000
12Towneley Capital Management$1,915,794$611,138,413$0$611,138,413
13Hokanson Associates, Inc.$834,461$579,115,759$0$579,115,759
14West Coast Financial$842,442$550,957,049$0$550,957,049
15Capital Advantage, Inc.$1,042,169$501,283,293$0$501,283,293
16Cohen Capital Management Inc$3,228,871$494,017,312$0$494,017,312
17Manchester Financial Inc$292,321$467,420,560$0$467,420,560
18Blankinship & Foster$512,426$433,000,000$0$433,000,000
19Delphi Private Advisors$927,314$419,145,799$0$419,145,799
20The Tarbox Group, Inc.$934,714$412,208,690$0$412,208,690
21Bedell Frazier Investment Counselling.$1,115,274$387,000,000$0$387,000,000
22J.P. King Advisors$339,753$376,446,434$0$376,446,434
23RS Crum Inc.$1,719,426$367,957,061$0$367,957,061
24Valentine Capital Asset Management$1,260,043$366,672,619$0$366,672,619
25The Glowacki Group$918,919$340,000,000$0$340,000,000
26Blume Capital Management, Inc.$509,596$335,823,835$0$335,823,835
27Westside Investment Management$471,490$323,913,883$0$323,913,883
28John W. Brooker & Co., CPAs, PC$1,733,500$322,431,007$0$322,431,007
29Neumann Capital Management$642,607$313,592,301$0$313,592,301
30Waypoint Wealth Partners$658,603$312,177,783$0$312,177,783
31Salem Partners Advisors Llc Dba Salem Partners Wealth Management$1,723,921$312,029,731$0$312,029,731
32Bedrock Capital Management, Inc.$404,197$310,423,422$0$310,423,422
33Tellone Management Group Inc$294,445$304,455,830$0$304,455,830
34Watermark Asset Management, Inc.$289,722$301,890,000$0$301,890,000
35Epsilon Financial Group, Inc.$303,211$299,269,363$0$299,269,363
36Opes Advisors, Inc.$362,247$286,900,000$0$286,900,000
37Creative Capital Management Inc$437,995$282,506,821$0$282,506,821
38Osher Van De Voorde Investment Management$1,347,645$264,138,345$0$264,138,345
39HC Financial Advisors Inc$355,824$264,021,486$0$264,021,486
40Cheviot Value Management$445,233$261,351,988$0$261,351,988
41Harold Davidson & Associates Inc$336,554$258,136,743$0$258,136,743
42Grubman Wealth Management$424,907$257,068,946$0$257,068,946
43Meridian Investment Counsel, Inc.$626,407$253,694,649$0$253,694,649
44SP Asset Management$1,666,667$250,000,000$0$250,000,000
45KK Wealth Advisors$630,649$242,799,860$0$242,799,860
46Silicon Valley Capital Partners, L.P.$228,409$227,724,265$0$227,724,265
47Lighthouse Financial Services Inc$281,922$217,079,666$0$217,079,666
48McCarthy Asset Management, Inc.$330,921$215,429,614$0$215,429,614
49YellowBrickRoad Financial Advisors$230,529$213,931,106$0$213,931,106
50Kam Advisors$592,778$213,400,000$0$213,400,000
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Showing 1 to 50 of 247 entries

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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.