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
351Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
352Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
353Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
354Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
355Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
356Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
357Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
358Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
359Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
360Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
361SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
362Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
363Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
364Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
365Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
366Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
367Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
368Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
369Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
370Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
371Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
372Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
373Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
374Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
375Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
376Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
377Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
378Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
379Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
380Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
381Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
382Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
383Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
384Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
385Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
386IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
387Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
388Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
389Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
390Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
« Previous Page

Showing 351 to 390 of 390 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8

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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.