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
351Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
352Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
353Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
354Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
355Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
356Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
357Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
358Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
359Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
360Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
361Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
362Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
363Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
364Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
365Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
366Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
367Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
368Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
369SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
370Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
371Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
372Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
373Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
374Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
375Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
376Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
377Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
378Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
379Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
380Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
381Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
382Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
383Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
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
389Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
390Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
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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 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.