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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Comprehensive Financial Management$486,956,522$11,200,000,000$0$11,200,000,000
2Aspiriant$1,543,798$4,892,104,000$3,198,943,000$8,091,047,000
3Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
4Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
5Wetherby Asset Management$1,286,261$3,502,847,591$142,415,722$3,645,263,313
6Bingham, Osborn & Scarborough$940,765$2,628,982,600$244,113,900$2,873,096,500
7Dowling & Yahnke$806,777$2,757,564,605$0$2,757,564,605
8Atherton Lane Advisers$3,746,682$2,318,673,250$127,909,818$2,446,583,068
9Clifford Swan Investment Counsel$1,067,879$1,801,805,354$485,591,510$2,287,396,864
10EP Wealth Advisors$393,374$117,980,000$1,498,000,000$1,615,980,000
11Mozaic$29,333,998$0$1,525,367,907$1,525,367,907
12Destination Wealth Management$390,278$1,414,027,726$5,411,911$1,419,439,637
13Sand Hill Global Advisors$1,823,719$1,259,360,043$48,246,631$1,307,606,674
14Financial Clarity, Inc.$40,835,968$0$1,265,915,000$1,265,915,000
15Emery Howard$626,614$1,008,645,137$7,722,735$1,016,367,872
16Private Ocean$489,028$846,683,612$33,567,064$880,250,676
17Argos Wealth Advisors$617,719$755,301,786$109,504,300$864,806,086
18Cardiff Park Advisors$2,831,910$0$858,068,829$858,068,829
19Ohana Advisors$76,577,077$0$842,347,842$842,347,842
20Libbie Agran Financial Services & Seminars$2,105,758$651,638,722$7,463,620$659,102,342
21Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
22Bell Investment Advisors Inc$501,832$611,586,716$7,172,198$618,758,914
23Callan Capital$688,898$586,252,184$0$586,252,184
24Mosaic Financial Partners, Inc.$2,194,656$575,000,000$0$575,000,000
25Hokanson Associates, Inc.$1,382,497$568,206,236$0$568,206,236
26Gupta Wealth Management$727,322$487,700,000$52,700,000$540,400,000
27Wealth Architects$396,545$474,447,090$54,941,038$529,388,128
28Frank, Rimerman Advisors$5,805,572$434,060,871$71,023,915$505,084,786
29Goldstein Munger + Associates$1,324,675$421,529,559$35,483,361$457,012,920
30Capital Advantage, Inc.$1,000,230$454,104,487$0$454,104,487
31Weatherly Asset Management$457,617$433,833,344$6,394,628$440,227,972
32Efficient Market Advisors$276,477$398,190,173$35,602,442$433,792,615
33Blankinship & Foster$462,077$396,000,000$0$396,000,000
34Personal Financial Management$1,877,601$196,930,796$167,323,802$364,254,598
35Lodestar Private Asset Management$535,420$330,262,873$29,539,508$359,802,381
36RS Crum Inc.$1,710,639$348,413,317$557,138$348,970,455
37The Wealth Collaborative, Inc.$1,122,817$343,949,781$1,877,907$345,827,688
38Ensemble Capital Management$1,072,598$304,760,745$13,800,970$318,561,715
39The Glowacki Group$905,172$315,000,000$0$315,000,000
40Neumann Capital Management$611,551$305,775,423$0$305,775,423
41Lewis & Mathews Investment Management, Inc.$3,534,884$304,000,000$0$304,000,000
42Atlas Capital Advisors$1,360,550$243,900,000$52,700,000$296,600,000
43Perigon Wealth Management$808,113$269,764,457$14,691,397$284,455,854
44Waypoint Wealth Partners$664,750$283,848,271$0$283,848,271
45Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
46Cornerstone Wealth Management$509,642$261,867,962$7,222,765$269,090,727
47Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
48Integrated Wealth Counsel$507,246$236,000,000$9,000,000$245,000,000
49Grubman Wealth Management$394,532$241,848,087$0$241,848,087
50Anodos Advisors$1,785,638$0$237,489,900$237,489,900
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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.