Sponsored By
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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Hall Capital Partners LLC | $140,783,068 | $2,865,651,212 | $19,237,290,426 | $22,102,941,638 |
| 2 | Comprehensive Financial Management LLC | $464,705,882 | $7,900,000,000 | N/A | $7,900,000,000 |
| 3 | Aspiriant LLC | $1,321,161 | $2,896,075,000 | $3,870,913,000 | $6,766,988,000 |
| 4 | Baker Street Advisors LLC | $3,657,576 | N/A | $3,621,000,000 | $3,621,000,000 |
| 5 | Wetherby Asset Management | $959,590 | $2,916,452,526 | $96,659,449 | $3,013,111,975 |
| 6 | Atherton Lane Advisers LLC | $3,313,626 | $2,149,931,830 | $139,783,472 | $2,289,715,302 |
| 7 | Dowling & Yahnke LLC | $716,957 | $2,130,796,749 | N/A | $2,130,796,749 |
| 8 | Aperio Group LLC | $3,548,514 | $2,065,234,873 | N/A | $2,065,234,873 |
| 9 | Mozaic LLC | $43,286,207 | N/A | $1,255,300,000 | $1,255,300,000 |
| 10 | Financial Clarity Inc. | $35,093,767 | N/A | $1,052,813,000 | $1,052,813,000 |
| 11 | Ohana Advisors | $72,022,500 | N/A | $864,270,000 | $864,270,000 |
| 12 | Emery Howard | $490,044 | $757,475,968 | $30,514,850 | $787,990,818 |
| 13 | Argos Wealth Advisors LLC | $751,017 | $602,911,673 | $112,056,929 | $714,968,602 |
| 14 | Private Ocean | $469,370 | $642,717,980 | $27,072,455 | $669,790,435 |
| 15 | Kaufman + Bernstein Inc. | $2,007,687 | $620,375,186 | N/A | $620,375,186 |
| 16 | Libbie Agran Financial Services & Seminars | $1,888,727 | $452,586,691 | $98,921,612 | $551,508,303 |
| 17 | Valentine Capital Asset Management Inc. | $1,004,396 | $481,105,600 | N/A | $481,105,600 |
| 18 | Cardiff Park Advisors | $2,329,299 | N/A | $470,518,489 | $470,518,489 |
| 19 | Mosaic Financial Partners Inc. | $1,871,041 | $437,088,394 | $735,187 | $437,823,581 |
| 20 | Bell Investment Advisors Inc. | $370,014 | $433,150,433 | $3,835,849 | $436,986,282 |
| 21 | Anodos Advisors LLC | $1,804,333 | N/A | $409,583,676 | $409,583,676 |
| 22 | Main Street Research LLC | $389,055 | $401,115,762 | N/A | $401,115,762 |
| 23 | Weatherly Asset Management | $457,882 | $361,275,114 | $10,524,954 | $371,800,068 |
| 24 | The Portola Group Inc. | $650,919 | $358,246,714 | $10,173,674 | $368,420,388 |
| 25 | Capital Advantage Inc. | $845,238 | $355,000,000 | N/A | $355,000,000 |
| 26 | Quantum Capital Management | $522,929 | $315,287,010 | $26,708,694 | $341,995,704 |
| 27 | Blankinship & Foster LLC | $349,515 | $324,000,000 | N/A | $324,000,000 |
| 28 | FrankRimerman Advisors LLC | $5,346,671 | $268,359,399 | $52,440,842 | $320,800,241 |
| 29 | Wealth Architects LLC | $305,819 | $288,032,688 | $27,572,237 | $315,604,925 |
| 30 | Personal Financial Management | $1,606,502 | $157,487,806 | $155,780,058 | $313,267,864 |
| 31 | Lodestar Private Asset Management LLC | $450,511 | $274,439,002 | $21,997,483 | $296,436,485 |
| 32 | Goldstein Munger + Associates | $946,502 | $274,073,556 | $15,556,071 | $289,629,627 |
| 33 | Lewis & Mathews Investment Management Inc. | $3,000,000 | $267,000,000 | N/A | $267,000,000 |
| 34 | Nelson Roberts Investment Advisors LLC | $483,250 | $257,806,365 | $7,014,680 | $264,821,045 |
| 35 | The Wealth Collaborative Inc. | $849,532 | $263,413,296 | $791,186 | $264,204,482 |
| 36 | Jacobs & Co | $2,374,768 | $263,599,282 | N/A | $263,599,282 |
| 37 | The Glowacki Group LLC | $845,446 | $262,088,410 | N/A | $262,088,410 |
| 38 | The Tarbox Group Inc. | $598,109 | $253,000,000 | N/A | $253,000,000 |
| 39 | MrazAmerine & Associates Inc. | $168,296 | $241,732,153 | $8,860,082 | $250,592,235 |
| 40 | Cornerstone Wealth Management | $619,213 | $226,337,454 | $3,390,411 | $229,727,865 |
| 41 | Fiduciary Investment Council LLC | $2,393,516 | N/A | $227,384,000 | $227,384,000 |
| 42 | Integrated Wealth Counsel LLC | $534,884 | $199,000,000 | $8,000,000 | $207,000,000 |
| 43 | Millie Capital Management LLC | $3,231,078 | $206,789,000 | N/A | $206,789,000 |
| 44 | Avalon Capital Management | $633,678 | $206,579,000 | N/A | $206,579,000 |
| 45 | Long-Term Solutions LLC | $976,802 | $106,313,255 | $99,791,877 | $206,105,132 |
| 46 | Efficient Market Advisors LLC | $216,236 | $201,747,996 | N/A | $201,747,996 |
| 47 | Yellowbrickroad Financial Advisors LLC | $184,552 | $198,024,177 | N/A | $198,024,177 |
| 48 | Bedrock Capital Management Inc. | $302,036 | $194,813,081 | N/A | $194,813,081 |
| 49 | Akj Asset Management LLC | $436,484 | $184,862,152 | $9,373,100 | $194,235,252 |
| 50 | Rs Crum Inc. | $1,400,805 | $188,599,500 | $509,200 | $189,108,700 |
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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.