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
1Hall Capital Partners$162,177,453$4,797,736,006$20,988,479,028$25,786,215,034
2Comprehensive Financial Management$555,000,000$11,100,000,000$0$11,100,000,000
3Aspiriant$1,517,320$4,003,313,000$3,206,991,000$7,210,304,000
4Baker Street Advisors$3,756,708$0$4,200,000,000$4,200,000,000
5Wetherby Asset Management$1,210,312$3,231,652,202$160,853,451$3,392,505,653
6Aperio Group$3,630,307$3,238,233,931$0$3,238,233,931
7Evanson Asset Management$734,440$2,676,327,050$14,660,749$2,690,987,799
8Dowling & Yahnke$754,505$2,455,914,956$0$2,455,914,956
9Bingham, Osborn & Scarborough$865,950$2,141,818,500$312,284,800$2,454,103,300
10Atherton Lane Advisers$3,307,381$2,120,222,579$148,641,043$2,268,863,622
11Mozaic$32,113,228$0$1,348,755,581$1,348,755,581
12EP Wealth Advisors$349,441$1,240,000,000$105,000,000$1,345,000,000
13Financial Clarity Inc.$37,328,516$0$1,157,184,000$1,157,184,000
14Sand Hill Global Advisors$1,669,768$1,077,000,591$0$1,077,000,591
15Morton Capital Management$553,559$1,004,479,602$55,032,719$1,059,512,321
16Emery Howard$544,011$864,359,505$32,715,136$897,074,641
17Ohana Advisors$65,391,667$0$784,700,000$784,700,000
18Private Ocean$517,517$731,256,164$24,836,651$756,092,815
19Argos Wealth Advisors$716,120$648,579,492$89,739,964$738,319,456
20Kaufman + Bernstein Inc.$2,052,201$654,652,134$0$654,652,134
21Libbie Agran Financial Services & Seminars$1,911,478$587,470,385$12,733,835$600,204,220
22Acacia Wealth Advisors$5,047,934$0$595,656,202$595,656,202
23Cardiff Park Advisors$2,499,113$0$572,296,870$572,296,870
24Veris Wealth Partners$456,121$334,034,305$190,505,051$524,539,356
25Mosaic Financial Partners Inc.$2,050,633$520,070,672$790,128$520,860,800
26Bell Investment Advisors Inc.$424,844$505,472,489$2,641,123$508,113,612
27Hokanson Associates Inc.$1,292,437$485,956,342$0$485,956,342
28Frank, Rimerman Advisors$1,922,712$470,774,565$6,057,908$476,832,473
29Callan Capital$783,740$411,463,685$0$411,463,685
30Capital Advantage Inc.$940,698$404,500,000$0$404,500,000
31Wealth Architects$343,359$353,574,237$33,734,565$387,308,802
32Goldstein Munger + Associates$1,163,230$358,134,219$16,425,867$374,560,086
33Weatherly Asset Management$437,926$361,545,446$10,691,366$372,236,812
34Blankinship & Foster$397,912$343,000,000$0$343,000,000
35Efficient Market Advisors$247,911$331,493,873$9,383,735$340,877,608
36Lodestar Private Asset Management$494,680$307,792,352$23,148,535$330,940,887
37Personal Financial Management$1,651,704$170,624,277$158,064,873$328,689,150
38The Wealth Collaborative Inc.$1,087,045$303,459,581$913,118$304,372,699
39The Tarbox Group Inc.$646,681$302,000,000$0$302,000,000
40Mraz, Amerine & Associates Inc.$172,627$285,093,923$10,271,354$295,365,277
41The Portola Group Inc.$598,328$287,241,466$7,135,699$294,377,165
42The Glowacki Group$821,476$284,230,635$0$284,230,635
43Anodos Advisors$1,927,224$0$283,301,862$283,301,862
44Lewis & Mathews Investment Management Inc.$3,204,545$282,000,000$0$282,000,000
45Cornerstone Wealth Management$479,717$240,081,490$3,614,832$243,696,322
46Integrated Wealth Counsel$596,899$223,000,000$8,000,000$231,000,000
47Millie Capital Management$3,026,316$230,000,000$0$230,000,000
48Blume Capital Management Inc.$403,739$225,690,000$0$225,690,000
49YellowBrickRoad Financial Advisors$209,593$219,652,937$0$219,652,937
50Investor's Capital Management$262,018$208,233,998$8,979,263$217,213,261
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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, 2012. (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.