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$806,777$2,757,564,605$0$2,757,564,605
5Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
6Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
7Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
8Beacon Pointe Wealth Advisors$216,720$682,667,786$0$682,667,786
9Reilly Financial Advisors$399,932$611,896,576$0$611,896,576
10Callan Capital$688,898$586,252,184$0$586,252,184
11Mosaic Financial Partners, Inc.$2,194,656$575,000,000$0$575,000,000
12Hokanson Associates, Inc.$1,382,497$568,206,236$0$568,206,236
13Parallel Advisors$305,735$504,462,016$0$504,462,016
14Main Street Research$451,532$503,457,899$0$503,457,899
15West Coast Financial$807,279$486,788,956$0$486,788,956
16Cohen Capital Management Inc$5,059,986$480,698,699$0$480,698,699
17Capital Advantage, Inc.$1,000,230$454,104,487$0$454,104,487
18Manchester Financial Inc$279,917$439,749,340$0$439,749,340
19The Tarbox Group, Inc.$964,815$405,222,095$0$405,222,095
20Blankinship & Foster$462,077$396,000,000$0$396,000,000
21Delphi Private Advisors$952,056$384,630,717$0$384,630,717
22Bedell Frazier Investment Counselling.$332,482$364,400,000$0$364,400,000
23Personal Capital Advisors Corporation$305,157$324,382,000$0$324,382,000
24The Glowacki Group$905,172$315,000,000$0$315,000,000
25Neumann Capital Management$611,551$305,775,423$0$305,775,423
26John W. Brooker & Co., CPAs, PC$667,437$305,686,363$0$305,686,363
27Tellone Management Group Inc$286,071$305,238,239$0$305,238,239
28Lewis & Mathews Investment Management, Inc.$3,534,884$304,000,000$0$304,000,000
29Waypoint Wealth Partners$664,750$283,848,271$0$283,848,271
30Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
31Epsilon Financial Group, Inc.$231,818$277,486,000$0$277,486,000
32Opes Advisors, Inc.$372,128$266,444,000$0$266,444,000
33Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
34Creative Capital Management Inc$474,245$258,463,573$0$258,463,573
35Westside Investment Management$429,274$250,696,149$0$250,696,149
36HC Financial Advisors Inc$353,467$243,185,573$0$243,185,573
37Watermark Asset Management, Inc.$230,323$242,530,000$0$242,530,000
38Grubman Wealth Management$394,532$241,848,087$0$241,848,087
39Meridian Investment Counsel, Inc.$577,713$229,352,206$0$229,352,206
40Osher Van De Voorde Investment Management$1,336,257$219,146,071$0$219,146,071
41YellowBrickRoad Financial Advisors$233,764$215,997,840$0$215,997,840
42Kam Advisors$490,906$208,144,000$0$208,144,000
43SP Asset Management$2,000,000$200,000,000$0$200,000,000
44Bennicas & Associates$1,383,258$195,039,435$0$195,039,435
45Silicon Valley Capital Partners, L.P.$202,175$191,257,209$0$191,257,209
46Tax Efficient Asset Management Solution, Inc.$83,055$191,026,802$0$191,026,802
47Financial Connections Group, Inc.$277,433$186,989,916$0$186,989,916
48Johnson Lyman Wealth Advisors$1,325,469$178,938,259$0$178,938,259
49Silver Oak Wealth Advisors$382,256$176,220,000$0$176,220,000
50Curran & Lewis Investment Management, Inc.$1,038,829$175,562,041$0$175,562,041
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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.