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
1Hall Capital Partners$195,023,978$7,891,858,783$24,287,097,654$32,178,956,437
2Kayne Anderson Rudnick Investment Management$699,370$7,990,714,501$1,376,642,658$9,367,357,159
3Litman Gregory Asset Management$6,466,298$1,395,805,988$6,137,431,064$7,533,237,052
4Bingham, Osborn & Scarborough$1,007,521$2,917,214,600$256,476,400$3,173,691,000
5Dowling & Yahnke$812,030$2,970,404,776$0$2,970,404,776
6Clifford Swan Investment Counsel$1,086,026$1,985,895,303$480,470,450$2,466,365,753
7Nelson Capital Management$1,945,443$2,019,534,055$15,398,800$2,034,932,855
8Morton Capital Management$670,750$1,248,248,975$194,534,572$1,442,783,547
9Cypress Wealth Advisors$3,739,568$1,068,696,987$236,412,141$1,305,109,128
10Check Capital Management Inc$557,807$1,020,266,606$27,294,161$1,047,560,767
11WESCAP Group$2,076,889$736,514,743$183,547,177$920,061,920
12Wacker Wealth Partners, LLC$1,330,340$735,048,969$1,959,430$737,008,399
13Dan Goldie Financial Services$2,220,950$0$721,808,588$721,808,588
14Libbie Agran Financial Services & Seminars$2,211,758$693,606,318$7,520,987$701,127,305
15Raub Brock Capital Management, LP$322,573$633,843,188$41,301,176$675,144,364
16Wealth Architects$421,339$591,693,510$59,696,693$651,390,203
17Main Street Research$299,632$619,339,600$0$619,339,600
18Lindbrook Capital$2,135,889$574,897,903$38,102,097$613,000,000
19Efficient Market Advisors$129,139$458,256,246$124,421,152$582,677,398
20Bell Investment Advisors Inc$450,283$555,102,779$17,207,061$572,309,840
21West Coast Financial$842,442$550,957,049$0$550,957,049
22Cohen Capital Management Inc$3,228,871$494,017,312$0$494,017,312
23Blankinship & Foster$512,426$433,000,000$0$433,000,000
24Delphi Private Advisors$927,314$419,145,799$0$419,145,799
25Jackson Financial Management$235,021$390,724,752$2,935,075$393,659,827
26J.P. King Advisors$339,753$376,446,434$0$376,446,434
27Lodestar Private Asset Management$530,123$337,403,933$32,091,458$369,495,391
28RS Crum Inc.$1,719,426$367,957,061$0$367,957,061
29John W. Brooker & Co., CPAs, PC$1,733,500$322,431,007$0$322,431,007
30Neumann Capital Management$642,607$313,592,301$0$313,592,301
31Bedrock Capital Management, Inc.$404,197$310,423,422$0$310,423,422
32Van Strum & Towne Inc$969,057$247,532,000$60,628,000$308,160,000
33Cornerstone Wealth Management$494,383$262,746,357$7,680,960$270,427,317
34Elm Advisors$650,642$206,138,375$60,625,038$266,763,413
35HC Financial Advisors Inc$355,824$264,021,486$0$264,021,486
36Grubman Wealth Management$424,907$257,068,946$0$257,068,946
37Guardian Investment Management$1,282,146$208,147,000$47,000,000$255,147,000
38Meridian Investment Counsel, Inc.$626,407$253,694,649$0$253,694,649
39Ariston Services Group$1,008,898$236,000,000$2,100,000$238,100,000
40MKKS Investment Advisory Services, Inc$1,952,906$15,910,972$218,437,751$234,348,723
41Silicon Valley Capital Partners, L.P.$228,409$227,724,265$0$227,724,265
42Arterburn and Watters, LLP$1,032,864$0$220,000,000$220,000,000
43McCarthy Asset Management, Inc.$330,921$215,429,614$0$215,429,614
44AG Asset Advisory, LLC$3,016,356$211,144,900$0$211,144,900
45Beta Wealth Group, Inc$292,857$205,000,000$0$205,000,000
46Meritas Wealth Management$336,649$192,563,177$0$192,563,177
47Johnson Lyman Wealth Advisors$384,080$187,046,954$0$187,046,954
48Silver Oak Wealth Advisors$380,098$187,008,080$0$187,008,080
49Bennicas & Associates$1,377,597$185,975,545$0$185,975,545
50Taylor Frigon Capital Management$1,213,110$167,409,120$0$167,409,120
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Showing 1 to 50 of 66 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 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.