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
2Comprehensive Financial Management$486,956,522$11,200,000,000$0$11,200,000,000
3Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
4Dowling & Yahnke$795,295$2,821,706,825$0$2,821,706,825
5Index Fund Advisors, Inc.$440,365$2,226,044,093$0$2,226,044,093
6Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
7Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
8Personal Capital Advisors Corporation$131,146$861,759,448$0$861,759,448
9Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
10Beacon Pointe Wealth Advisors$216,720$682,667,786$0$682,667,786
11Reilly Financial Advisors$410,341$679,114,432$0$679,114,432
12Callan Capital$688,898$586,252,184$0$586,252,184
13Mosaic Financial Partners, Inc.$2,194,656$575,000,000$0$575,000,000
14Hokanson Associates, Inc.$1,382,497$568,206,236$0$568,206,236
15Parallel Advisors$305,735$504,462,016$0$504,462,016
16Main Street Research$451,532$503,457,899$0$503,457,899
17Capital Advantage, Inc.$1,061,621$502,146,895$0$502,146,895
18West Coast Financial$807,279$486,788,956$0$486,788,956
19Cohen Capital Management Inc$5,059,986$480,698,699$0$480,698,699
20Manchester Financial Inc$279,917$439,749,340$0$439,749,340
21The Tarbox Group, Inc.$964,815$405,222,095$0$405,222,095
22Blankinship & Foster$462,077$396,000,000$0$396,000,000
23Delphi Private Advisors$952,056$384,630,717$0$384,630,717
24Bedell Frazier Investment Counselling.$332,482$364,400,000$0$364,400,000
25The Glowacki Group$905,172$315,000,000$0$315,000,000
26Neumann Capital Management$611,551$305,775,423$0$305,775,423
27John W. Brooker & Co., CPAs, PC$667,437$305,686,363$0$305,686,363
28Tellone Management Group Inc$286,071$305,238,239$0$305,238,239
29Lewis & Mathews Investment Management, Inc.$3,534,884$304,000,000$0$304,000,000
30Waypoint Wealth Partners$664,750$283,848,271$0$283,848,271
31Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
32Epsilon Financial Group, Inc.$231,818$277,486,000$0$277,486,000
33Opes Advisors, Inc.$372,128$266,444,000$0$266,444,000
34Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
35Creative Capital Management Inc$474,245$258,463,573$0$258,463,573
36Westside Investment Management$429,274$250,696,149$0$250,696,149
37Millie Capital Management LLC$3,333,685$243,359,000$0$243,359,000
38HC Financial Advisors Inc$353,467$243,185,573$0$243,185,573
39Watermark Asset Management, Inc.$230,323$242,530,000$0$242,530,000
40Grubman Wealth Management$394,532$241,848,087$0$241,848,087
41Meridian Investment Counsel, Inc.$577,713$229,352,206$0$229,352,206
42Osher Van De Voorde Investment Management$1,336,257$219,146,071$0$219,146,071
43YellowBrickRoad Financial Advisors$233,764$215,997,840$0$215,997,840
44Kam Advisors$490,906$208,144,000$0$208,144,000
45SP Asset Management$2,000,000$200,000,000$0$200,000,000
46Bennicas & Associates$1,383,258$195,039,435$0$195,039,435
47Silicon Valley Capital Partners, L.P.$202,175$191,257,209$0$191,257,209
48Johnson Lyman Wealth Advisors$1,475,471$187,384,857$0$187,384,857
49Financial Connections Group, Inc.$277,433$186,989,916$0$186,989,916
50Silver Oak Wealth Advisors$382,256$176,220,000$0$176,220,000
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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 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.