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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors LLC | $77,006 | $47,500,000,000 | N/A | $47,500,000,000 |
| 2 | Litman Gregory Asset Management LLC | $6,153,537 | $1,107,842,000 | $4,301,117,000 | $5,408,959,000 |
| 3 | BinghamOsborn & Scarborough LLC | $648,157 | $1,767,551,000 | $369,421,500 | $2,136,972,500 |
| 4 | Index Funds Advisors Inc. | $325,240 | $1,444,717,070 | N/A | $1,444,717,070 |
| 5 | The Golub Group | $393,663 | $680,019,282 | $24,636,860 | $704,656,142 |
| 6 | Reilly Financial Advisors | $341,595 | $377,120,416 | N/A | $377,120,416 |
| 7 | Prudent Investor Advisors LLC | $4,204,146 | $31,153,413 | $284,157,551 | $315,310,964 |
| 8 | Tmfs-San Francisco-Oakland LLC | $238,079 | $228,318,000 | N/A | $228,318,000 |
| 9 | Rowling & Associates | $292,308 | $226,538,822 | N/A | $226,538,822 |
| 10 | Creative Capital Management Inc. | $445,760 | $214,410,707 | N/A | $214,410,707 |
| 11 | Harold Davidson & Associates Inc. | $425,598 | $212,798,800 | N/A | $212,798,800 |
| 12 | Financial Designs Corporation | $232,926 | $182,536,882 | $15,450,197 | $197,987,079 |
| 13 | Regency Investment Advisors Inc. | $244,244 | $180,598,143 | $5,759,904 | $186,358,047 |
| 14 | American Money Management LLC | $143,876 | $161,284,869 | N/A | $161,284,869 |
| 15 | Certified Planners Inc. | $142,616 | $148,971,016 | $2,772,896 | $151,743,912 |
| 16 | Tax Efficient Asset Management Solution Inc. | $81,310 | $140,015,618 | N/A | $140,015,618 |
| 17 | Integral Investment Advisors Inc. | $242,953 | $31,802,363 | $96,233,917 | $128,036,280 |
| 18 | Glenn Woody Financial Consultants Inc. | $276,514 | $108,525,950 | $19,223,607 | $127,749,557 |
| 19 | HaydelBiel & Associates | $119,264 | $127,373,786 | N/A | $127,373,786 |
| 20 | The Mutual Fund Store | $97,996 | $124,847,300 | N/A | $124,847,300 |
| 21 | Banta Asset Management Lp | $194,057 | $97,563,589 | $23,333,630 | $120,897,219 |
| 22 | Sierra Asset Management | $150,141 | $118,844,536 | $1,869,001 | $120,713,537 |
| 23 | Linda A. BarlowCfp | $343,371 | $112,441,854 | $8,081,274 | $120,523,128 |
| 24 | 5T Wealth Management LLC | $337,844 | $111,323,606 | $502,696 | $111,826,302 |
| 25 | Pacific Financial Strategies Inc. | $128,952 | $104,454,415 | $1,157,295 | $105,611,710 |
| 26 | Dco Wealth Management | $596,342 | $96,003,500 | $8,356,400 | $104,359,900 |
| 27 | Dobson Asset Management | $614,240 | $100,900,552 | $1,677,564 | $102,578,116 |
Showing 1 to 27 of 27 entries
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.