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$96,702$63,900,000,000$0$63,900,000,000
2Comprehensive Financial Management$555,000,000$11,100,000,000$0$11,100,000,000
3Aperio Group$3,630,307$3,238,233,931$0$3,238,233,931
4Dowling & Yahnke$754,505$2,455,914,956$0$2,455,914,956
5Westmount Asset Management$485,777$1,355,318,189$0$1,355,318,189
6Sand Hill Global Advisors$1,669,768$1,077,000,591$0$1,077,000,591
7Kaufman + Bernstein Inc.$2,052,201$654,652,134$0$654,652,134
8Towneley Capital Management Inc.$1,890,437$563,350,261$0$563,350,261
9Willow Creek Wealth Management Inc.$404,240$495,597,654$0$495,597,654
10Hokanson Associates Inc.$1,292,437$485,956,342$0$485,956,342
11Reilly Financial Advisors$370,195$483,474,624$0$483,474,624
12Cohen Capital Management Inc.$4,719,456$448,348,314$0$448,348,314
13Main Street Research$428,726$443,303,174$0$443,303,174
14Quantum Capital Management$768,334$434,108,930$0$434,108,930
15Callan Capital$783,740$411,463,685$0$411,463,685
16Capital Advantage Inc.$940,698$404,500,000$0$404,500,000
17Blankinship & Foster$397,912$343,000,000$0$343,000,000
18Bedell Frazier Investment Counselling$236,888$342,539,326$0$342,539,326
19Cheviot Value Management$464,006$322,483,914$0$322,483,914
20Delphi Private Advisors$853,775$318,458,115$0$318,458,115
21Polaris Equity Management Inc.$393,440$309,637,529$0$309,637,529
22The Tarbox Group Inc.$646,681$302,000,000$0$302,000,000
23Parallel Advisors$333,333$300,000,000$0$300,000,000
24Tellone Management Group Inc.$274,434$287,607,075$0$287,607,075
25The Glowacki Group$821,476$284,230,635$0$284,230,635
26Lewis & Mathews Investment Management Inc.$3,204,545$282,000,000$0$282,000,000
27Greenleaf & Burleson Wealth Management$417,047$280,255,899$0$280,255,899
28Epsilon Financial Group Inc.$226,805$266,269,000$0$266,269,000
29John W. Brooker & Co.$500,883$265,467,746$0$265,467,746
30Rowling & Associates$304,575$251,578,962$0$251,578,962
31Albert Heeg Investment Management$30,811,546$246,492,366$0$246,492,366
32Silicon Valley Wealth Advisors$346,029$240,144,000$0$240,144,000
33Creative Capital Management Inc.$465,163$236,302,749$0$236,302,749
34Millie Capital Management$3,026,316$230,000,000$0$230,000,000
35Blume Capital Management Inc.$403,739$225,690,000$0$225,690,000
36YellowBrickRoad Financial Advisors$209,593$219,652,937$0$219,652,937
37Watermark Asset Management Inc.$232,796$216,500,000$0$216,500,000
38Hc Financial Advisors Inc.$310,515$210,218,360$0$210,218,360
39Avalon Capital Management$663,975$209,152,000$0$209,152,000
40Opes Advisors Inc.$298,563$207,203,041$0$207,203,041
41Osher Van De Voorde Investment Management$886,486$205,664,667$0$205,664,667
42Neumann Capital Management$617,171$196,260,415$0$196,260,415
43Kam Advisors$478,891$194,908,657$0$194,908,657
44Bedrock Capital Management Inc.$261,905$194,857,546$0$194,857,546
45Natural Investments$142,016$193,000,000$0$193,000,000
46Grubman Wealth Management$328,147$188,356,594$0$188,356,594
47Fair Haven Partners$9,000,000$180,000,000$0$180,000,000
48Meridian Investment Counsel Inc.$612,356$178,195,541$0$178,195,541
49TABR Capital Management$256,370$162,025,922$0$162,025,922
50Financial Connections Group Inc.$245,826$158,803,515$0$158,803,515
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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, 2012. (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.