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
1Comprehensive Financial Management$396,428,571$11,100,000,000$0$11,100,000,000
2Aperio Group$5,412,713$10,045,994,426$0$10,045,994,426
3Aspiriant$1,402,584$5,748,106,878$2,678,617,896$8,426,724,774
4Halbert Hargrove$1,261,013$2,225,726,005$1,882,654,458$4,108,380,463
5Wetherby Asset Management$1,306,634$3,625,782,397$138,630,099$3,764,412,496
6Bingham, Osborn & Scarborough$1,007,521$2,917,214,600$256,476,400$3,173,691,000
7Dowling & Yahnke$812,030$2,970,404,776$0$2,970,404,776
8Atherton Lane Advisers$4,049,007$2,702,637,039$139,765,969$2,842,403,008
9EP Wealth Advisors$409,100$1,850,000,000$92,000,000$1,942,000,000
10Mozaic$28,115,856$0$1,630,719,653$1,630,719,653
11Osborne Partners$1,156,952$1,311,593,098$251,449,128$1,563,042,226
12Sand Hill Global Advisors$1,956,211$1,420,135,404$142,877,371$1,563,012,775
13Destination Wealth Management$409,319$1,489,920,024$0$1,489,920,024
14Financial Clarity, Inc.$41,531,839$0$1,287,487,000$1,287,487,000
15Cardiff Park Advisors$710,313$0$1,034,925,745$1,034,925,745
16Emery Howard$621,909$1,025,833,536$7,778,675$1,033,612,211
17Private Ocean$594,583$868,790,470$21,299,653$890,090,123
18Gupta Wealth Management$747,446$768,544,391$94,008,386$862,552,777
19Ohana Advisors$69,192,751$4,255,265$826,057,746$830,313,011
20Perigon Wealth Management$1,555,752$693,594,629$127,842,620$821,437,249
21Pillar Pacific Capital Management$2,107,435$707,849,526$38,182,299$746,031,825
22Libbie Agran Financial Services & Seminars$2,211,758$693,606,318$7,520,987$701,127,305
23Wealth Architects$421,339$591,693,510$59,696,693$651,390,203
24Acacia Wealth Advisors$5,001,459$0$645,188,180$645,188,180
25Mosaic Financial Partners, Inc.$655,734$611,800,000$0$611,800,000
26Adviceperiod, LLC$1,415,667$526,282,000$61,220,000$587,502,000
27Efficient Market Advisors$129,139$458,256,246$124,421,152$582,677,398
28Hokanson Associates, Inc.$834,461$579,115,759$0$579,115,759
29Bell Investment Advisors Inc$450,283$555,102,779$17,207,061$572,309,840
30Weatherly Asset Management$510,063$512,335,909$12,518,710$524,854,619
31Frank, Rimerman Advisors$6,177,474$446,910,217$71,997,613$518,907,830
32Schnieders Capital Management$749,724$213,488,421$294,074,614$507,563,035
33Capital Advantage, Inc.$1,042,169$501,283,293$0$501,283,293
34Goldstein Munger + Associates$1,307,726$461,724,442$39,134,520$500,858,962
35Blankinship & Foster$512,426$433,000,000$0$433,000,000
36Personal Financial Management$2,090,488$242,786,900$171,129,702$413,916,602
37Atlas Capital Advisors$1,452,585$303,800,000$81,135,000$384,935,000
38Ensemble Capital Management$1,104,672$372,982,611$8,129,382$381,111,993
39J.P. King Advisors$339,753$376,446,434$0$376,446,434
40Lodestar Private Asset Management$530,123$337,403,933$32,091,458$369,495,391
41RS Crum Inc.$1,719,426$367,957,061$0$367,957,061
42Valentine Capital Asset Management$1,260,043$366,672,619$0$366,672,619
43Anodos Advisors$1,796,264$0$366,437,800$366,437,800
44The Glowacki Group$918,919$340,000,000$0$340,000,000
45Blume Capital Management, Inc.$509,596$335,823,835$0$335,823,835
46Neumann Capital Management$642,607$313,592,301$0$313,592,301
47Waypoint Wealth Partners$658,603$312,177,783$0$312,177,783
48Salem Partners Advisors Llc Dba Salem Partners Wealth Management$1,723,921$312,029,731$0$312,029,731
49Bedrock Capital Management, Inc.$404,197$310,423,422$0$310,423,422
50Cornerstone Wealth Management$494,383$262,746,357$7,680,960$270,427,317
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Showing 1 to 50 of 97 entries

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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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) nor one who is an insurance company or agency.

Database last updated on June 11, 2015.