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
1Aperio Group$5,271,954$13,243,148,689$0$13,243,148,689
2Comprehensive Financial Management$389,482,759$11,295,000,000$0$11,295,000,000
3Aspiriant$1,321,707$6,868,198,000$2,437,938,000$9,306,136,000
4Wetherby Asset Management$1,202,537$3,643,582,567$196,117,008$3,839,699,575
5Bingham, Osborn & Scarborough$999,433$2,961,406,028$219,788,115$3,181,194,143
6Dowling & Yahnke$803,015$3,112,486,432$0$3,112,486,432
7EP Wealth Advisors$389,425$2,110,000,000$70,000,000$2,180,000,000
8Mozaic$26,619,523$0$1,677,029,960$1,677,029,960
9Sand Hill Global Advisors$1,782,209$1,528,163,135$63,349,115$1,591,512,250
10Destination Wealth Management$414,443$1,537,581,912$0$1,537,581,912
11Abacus Wealth Partners$332,939$1,310,988,000$130,640,000$1,441,628,000
12Regis Management Company, LLC$35,008,073$1,435,331,000$0$1,435,331,000
13Osborne Partners$1,092,013$1,121,427,040$243,589,811$1,365,016,851
14Financial Clarity, Inc.$42,964,571$0$1,203,008,000$1,203,008,000
15Cardiff Park Advisors$634,559$0$1,158,070,816$1,158,070,816
16Gupta Wealth Management$696,088$966,996,897$91,752,688$1,058,749,585
17Emery Howard$643,459$1,047,281,157$7,348,214$1,054,629,371
18Private Ocean$589,525$934,254,367$21,365,026$955,619,393
19Stanford Investment Group, Inc.$813,412$778,055,097$23,155,772$801,210,869
20Pillar Pacific Capital Management$2,094,078$736,421,239$32,105,417$768,526,656
21Wealth Architects$415,288$674,220,555$55,440,797$729,661,352
22Ohana Advisors$60,421,740$4,298,450$720,762,425$725,060,875
23Perigon Wealth Management$1,229,772$708,686,421$13,189,543$721,875,964
24Adviceperiod, LLC$1,040,513$666,968,711$0$666,968,711
25Libbie Agran Financial Services & Seminars$2,034,313$654,677,330$8,508,687$663,186,017
26Frank, Rimerman Advisors$6,953,618$500,909,419$69,287,238$570,196,657
27Monograph Wealth Advisors$2,305,026$542,414,002$8,487,249$550,901,251
28Weatherly Asset Management$481,965$525,483,331$23,957,159$549,440,490
29Capital Advantage, Inc.$982,887$528,793,241$0$528,793,241
30Bell Investment Advisors Inc$449,609$481,776,585$33,924,875$515,701,460
31Efficient Market Advisors$236,268$512,228,465$0$512,228,465
32Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
33Schnieders Capital Management$691,084$249,555,700$257,009,064$506,564,764
34Goldstein Munger + Associates$1,420,894$449,804,469$54,613,002$504,417,471
35Miracle Mile Advisors, LLC$1,029,103$473,387,397$0$473,387,397
36Roof, Eidam & Maycock$435,403$424,400,000$24,500,000$448,900,000
37Ensemble Capital Management$1,079,121$418,897,148$9,513,774$428,410,922
38Blankinship & Foster$488,208$414,000,000$0$414,000,000
39Nelson Roberts Investment Advisors$733,343$400,982,000$8,957,000$409,939,000
40Intellectus Partners, LLC$1,613,497$239,657,764$165,329,931$404,987,695
41Personal Financial Management$2,015,259$238,729,886$156,260,793$394,990,679
42Atlas Capital Advisors$1,375,828$316,635,412$72,723,842$389,359,254
43The Wealth Collaborative, Inc.$1,124,840$370,171,859$2,150,127$372,321,986
44Salem Partners Advisors Llc Dba Salem Partners Wealth Management$1,885,453$371,434,186$0$371,434,186
45Valentine Capital Asset Management$1,260,043$366,672,619$0$366,672,619
46Lodestar Private Asset Management$504,986$328,799,438$31,760,691$360,560,129
47RS Crum Inc.$1,576,908$357,958,034$0$357,958,034
48J.P. King Advisors$1,298,182$357,000,000$0$357,000,000
49RPG Investment Advisory, LLC$645,221$334,000,000$17,000,000$351,000,000
50The Glowacki Group$831,902$338,583,915$0$338,583,915
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.