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
2Aperio Group$5,271,954$13,243,148,689$0$13,243,148,689
3Comprehensive Financial Management$389,482,759$11,295,000,000$0$11,295,000,000
4Scharf Investments, LLC$1,938,647$5,118,026,785$0$5,118,026,785
5Dowling & Yahnke$843,110$3,332,814,541$0$3,332,814,541
6Personal Capital Advisors Corporation$146,166$2,853,461,487$0$2,853,461,487
7Destination Wealth Management$414,443$1,537,581,912$0$1,537,581,912
8Fairview Capital$4,426,779$1,491,824,454$0$1,491,824,454
9Regis Management Company, LLC$35,008,073$1,435,331,000$0$1,435,331,000
10Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
11Argos Wealth Advisors LLC$6,323,893$695,628,176$0$695,628,176
12Adviceperiod, LLC$1,040,513$666,968,711$0$666,968,711
13Main Street Research$427,766$651,487,433$0$651,487,433
14West Coast Financial$808,379$606,284,586$0$606,284,586
15Towneley Capital Management$1,864,534$592,921,799$0$592,921,799
16Capital Advantage, Inc.$1,030,263$560,463,107$0$560,463,107
17Mosaic Financial Partners, Inc.$598,390$554,707,093$0$554,707,093
18Delphi Private Advisors$1,006,506$541,500,000$0$541,500,000
19Efficient Market Advisors$236,268$512,228,465$0$512,228,465
20Manchester Financial Inc$282,783$477,621,229$0$477,621,229
21Miracle Mile Advisors, LLC$1,029,103$473,387,397$0$473,387,397
22Cohen Capital Management Inc$2,843,619$460,666,252$0$460,666,252
23The Tarbox Group, Inc.$960,784$431,392,112$0$431,392,112
24Bedell Frazier Investment Counselling.$1,052,369$422,000,000$0$422,000,000
25Blankinship & Foster$488,208$414,000,000$0$414,000,000
26Creekside Partners, Inc.$360,352$399,270,000$0$399,270,000
27Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,885,453$371,434,186$0$371,434,186
28RS Crum Inc.$1,576,908$357,958,034$0$357,958,034
29J.P. King Advisors$1,298,182$357,000,000$0$357,000,000
30John W. Brooker & Co., CPAs, PC$657,709$336,747,101$0$336,747,101
31Blume Capital Management, Inc.$511,573$322,291,000$0$322,291,000
32Tellone Management Group Inc$292,940$318,132,306$0$318,132,306
33Waypoint Wealth Partners$647,054$312,527,116$0$312,527,116
34Watermark Asset Management, Inc.$304,355$310,441,623$0$310,441,623
35Opes Advisors, Inc.$341,681$298,628,930$0$298,628,930
36Epsilon Financial Group, Inc.$251,443$286,142,064$0$286,142,064
37Cheviot Value Management$427,886$283,688,660$0$283,688,660
38Creative Capital Management Inc$426,952$278,799,852$0$278,799,852
39Harold Davidson & Associates Inc$421,602$268,981,840$0$268,981,840
40HC Financial Advisors Inc$339,986$264,169,407$0$264,169,407
41Grubman Wealth Management$428,308$263,409,527$0$263,409,527
42Meridian Investment Counsel, Inc.$557,895$257,189,630$0$257,189,630
43Osher Van De Voorde Investment Management$920,000$253,000,000$0$253,000,000
44Millie Capital Management LLC$3,200,000$240,000,000$0$240,000,000
45MKKS Investment Advisory Services, Inc$1,786,884$228,721,100$0$228,721,100
46Silicon Valley Capital Partners, L.P.$227,627$221,480,734$0$221,480,734
47Lyell Wealth Management Lp$2,341,914$217,797,980$0$217,797,980
48Lighthouse Financial Services Inc$266,522$216,415,758$0$216,415,758
49AG Asset Advisory, LLC$2,919,586$216,049,340$0$216,049,340
50Financial Connections Group, Inc.$291,456$215,968,790$0$215,968,790
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.