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$795,295$2,821,706,825$0$2,821,706,825
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$1,498,000,000$117,980,000$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
16Cardiff Park Advisors$3,172,970$0$955,064,070$955,064,070
17Private Ocean$489,028$846,683,612$33,567,064$880,250,676
18Perigon Wealth Management$1,740,482$671,109,118$206,093,596$877,202,714
19Argos Wealth Advisors$617,719$755,301,786$109,504,300$864,806,086
20Ohana Advisors$76,577,077$0$842,347,842$842,347,842
21Libbie Agran Financial Services & Seminars$2,105,758$651,638,722$7,463,620$659,102,342
22Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
23Bell Investment Advisors Inc$501,832$611,586,716$7,172,198$618,758,914
24Callan Capital$688,898$586,252,184$0$586,252,184
25Mosaic Financial Partners, Inc.$2,194,656$575,000,000$0$575,000,000
26Hokanson Associates, Inc.$1,382,497$568,206,236$0$568,206,236
27Gupta Wealth Management$727,322$487,700,000$52,700,000$540,400,000
28Wealth Architects$396,545$474,447,090$54,941,038$529,388,128
29Frank, Rimerman Advisors$5,805,572$434,060,871$71,023,915$505,084,786
30Efficient Market Advisors$294,999$435,361,779$68,201,349$503,563,128
31Capital Advantage, Inc.$1,061,621$502,146,895$0$502,146,895
32Goldstein Munger + Associates$1,324,675$421,529,559$35,483,361$457,012,920
33Weatherly Asset Management$457,617$433,833,344$6,394,628$440,227,972
34Blankinship & Foster$462,077$396,000,000$0$396,000,000
35Personal Financial Management$1,877,601$196,930,796$167,323,802$364,254,598
36Lodestar Private Asset Management$535,420$330,262,873$29,539,508$359,802,381
37RS Crum Inc.$1,710,639$348,413,317$557,138$348,970,455
38The Wealth Collaborative, Inc.$1,122,817$343,949,781$1,877,907$345,827,688
39Ensemble Capital Management$1,072,598$304,760,745$13,800,970$318,561,715
40The Glowacki Group$905,172$315,000,000$0$315,000,000
41Adviceperiod, LLC$10,660,724$250,213,000$58,948,000$309,161,000
42Neumann Capital Management$611,551$305,775,423$0$305,775,423
43Lewis & Mathews Investment Management, Inc.$3,534,884$304,000,000$0$304,000,000
44Atlas Capital Advisors$1,360,550$243,900,000$52,700,000$296,600,000
45Waypoint Wealth Partners$664,750$283,848,271$0$283,848,271
46Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
47Cornerstone Wealth Management$509,642$261,867,962$7,222,765$269,090,727
48Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
49Integrated Wealth Counsel$507,246$236,000,000$9,000,000$245,000,000
50Millie Capital Management LLC$3,333,685$243,359,000$0$243,359,000
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Showing 1 to 50 of 87 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.