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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 | Luminous Capital LLC | $2,258,538 | $4,857,803,704 | $483,638,443 | $5,341,442,147 |
| 2 | Hewins Financial Advisors LLC | $664,048 | $1,010,292,730 | $1,486,529,323 | $2,496,822,053 |
| 3 | First Foundation Advisors | $831,537 | $2,077,455,310 | $64,584,387 | $2,142,039,697 |
| 4 | Halbert Hargrove | $642,974 | $1,617,618,920 | $131,269,594 | $1,748,888,514 |
| 5 | Wipfli Hewins Investment Advisors LLC | $683,504 | $830,814,532 | $486,981,279 | $1,317,795,811 |
| 6 | Osborne Partners | $1,126,184 | $894,464,623 | $177,662,728 | $1,072,127,351 |
| 7 | Morton Capital Management | $510,975 | $940,810,921 | $5,513,885 | $946,324,806 |
| 8 | Wescap Group | $1,825,467 | $535,715,700 | $163,438,300 | $699,154,000 |
| 9 | Cypress Wealth Advisors | $2,792,841 | $578,272,441 | $103,180,832 | $681,453,273 |
| 10 | Abacus Wealth Partners | $254,723 | $680,715,126 | $669,725 | $681,384,851 |
| 11 | Check Capital Management Inc. | $336,770 | $485,000,000 | $103,000,000 | $588,000,000 |
| 12 | R. E. Wacker Associates Inc. | $1,074,093 | $537,100,145 | $1,020,233 | $538,120,378 |
| 13 | Dan Goldie Financial Services LLC | $477,851 | N/A | $516,079,203 | $516,079,203 |
| 14 | Trovena LLC. | $506,098 | $484,579,679 | $20,000,000 | $504,579,679 |
| 15 | Veris Wealth Partners LLC | $418,243 | $314,926,227 | $171,072,614 | $485,998,841 |
| 16 | Pillar Pacific Capital Management LLC | $1,719,042 | $435,593,923 | $13,076,063 | $448,669,986 |
| 17 | Willow Creek Financial Services Inc. | $364,776 | $420,951,171 | N/A | $420,951,171 |
| 18 | One Capital Management LLC | $1,639,524 | $407,291,855 | $2,589,235 | $409,881,090 |
| 19 | Hokanson Associates Inc. | $1,182,408 | $409,113,199 | N/A | $409,113,199 |
| 20 | Lindbrook Capital LLC | $918,873 | $378,256,384 | $17,777,824 | $396,034,208 |
| 21 | Oakmont Corporation | $12,970,428 | $389,035,298 | $77,531 | $389,112,829 |
| 22 | West Coast Financial LLC | $682,773 | $359,334,936 | $2,534,734 | $361,869,670 |
| 23 | Cohen Capital Management Inc. | $6,181,818 | $340,000,000 | N/A | $340,000,000 |
| 24 | Polaris Equity Management Inc. | $914,286 | $320,000,000 | N/A | $320,000,000 |
| 25 | Stevens First Principles Investment Advisors | $756,418 | $312,208,546 | $3,217,794 | $315,426,340 |
| 26 | Bedell Frazier Investment Counselling LLC. | $239,431 | $305,992,690 | N/A | $305,992,690 |
| 27 | Callan Capital LLC | $513,698 | $292,294,016 | N/A | $292,294,016 |
| 28 | Clelland & Company Inc. | $1,713,945 | $63,982,751 | $184,539,300 | $248,522,051 |
| 29 | North Berkeley Investment Partners LLC | $227,199 | $233,851,558 | $12,886,238 | $246,737,796 |
| 30 | Van Strum & Towne Inc. | $810,718 | $193,351,000 | $45,000,000 | $238,351,000 |
| 31 | Greenleaf & Burleson Wealth Management LLC | $423,848 | $234,388,164 | N/A | $234,388,164 |
| 32 | Mkks Investment Advisory Services Inc. | $2,306,694 | $60,441,740 | $156,387,467 | $216,829,207 |
| 33 | Wiiken & Gorman LLC | $177,486 | $216,000,000 | N/A | $216,000,000 |
| 34 | Rosenblum Silverman Sutton Sf Inc. | $1,066,577 | $204,938,786 | $910,596 | $205,849,382 |
| 35 | Elm Advisors LLC | $486,362 | $150,843,226 | $47,106,228 | $197,949,454 |
| 36 | Donnelly Wealth Advisors Inc. | $455,550 | $151,738,029 | $44,148,666 | $195,886,695 |
| 37 | Hc Financial Advisors Inc. | $309,343 | $191,174,137 | N/A | $191,174,137 |
| 38 | Ariston Services Group LLC | $814,706 | $165,500,000 | $700,000 | $166,200,000 |
| 39 | Tabr Capital Management LLC | $241,563 | $159,914,776 | N/A | $159,914,776 |
| 40 | Jess S. Morgan & Co. Inc. | $832,710 | $159,047,672 | N/A | $159,047,672 |
| 41 | Opes Advisors Inc. | $903,599 | $155,419,000 | N/A | $155,419,000 |
| 42 | Westend Capital Management LLC. | $650,982 | $138,659,227 | N/A | $138,659,227 |
| 43 | Titan Capital Management LLC | $327,115 | $137,388,424 | N/A | $137,388,424 |
| 44 | Personal Financial Consultants Inc. | $190,297 | N/A | $133,017,564 | $133,017,564 |
| 45 | Caves & Associates | $499,797 | $128,214,872 | $4,231,423 | $132,446,295 |
| 46 | Financial Connections Group Inc. | $218,433 | $131,715,060 | N/A | $131,715,060 |
| 47 | Empyrion Wealth Management Inc. | $411,266 | $126,617,767 | $52,310 | $126,670,077 |
| 48 | Sage Capital Advisors LLC | $865,742 | $124,666,903 | N/A | $124,666,903 |
| 49 | Michael J. Bergquist Financial & Estate Planning | $1,277,913 | $41,227,094 | $81,452,577 | $122,679,671 |
| 50 | Mccarthy Asset Management Inc. | $206,114 | $120,576,551 | N/A | $120,576,551 |
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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.