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
1HALL CAPITAL PARTNERS LLC$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
2COMPREHENSIVE FINANCIAL MANAGEMENT LLC$379,152,348$17,061,855,642$17,061,855,642
3ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
4JORDAN PARK GROUP LLC$5,859,397$11,683,637,375$11,683,637,375
5IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
6CHURCHILL MANAGEMENT GROUP$366,624$6,400,581,247$151,729,837$6,552,311,084
7WETHERBY ASSET MANAGEMENT$1,419,325$5,093,686,405$247,232,218$5,340,918,623
8DOWLING & YAHNKE, LLC$1,053,535$4,730,371,019$4,730,371,019
9EVOKE WEALTH, LLC$2,073,272$4,414,273,162$244,367,925$4,658,641,087
10B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
11PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
12CAMDEN CAPITAL, LLC$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
13INDEX FUND ADVISORS, INC.$620,124$4,022,875,212$19,711,428$4,042,586,640
14REGIS MANAGEMENT COMPANY, LLC$70,195,332$3,720,352,601$3,720,352,601
15SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
16ADVICEPERIOD, LLC$961,391$3,466,237,641$1,498,037$3,467,735,678
17BAILARD, INC.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
18MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
19CLIFFORD SWAN INVESTMENT COUNSELORS$1,359,956$2,648,741,498$604,273,218$3,253,014,716
20PARALLEL ADVISORS, LLC$427,668$3,165,930,943$2,661,500$3,168,592,443
21WESTMOUNT ASSET MANAGEMENT, LLC$758,700$2,988,115,576$74,755,521$3,062,871,097
22CORIENT CAPITAL PARTNERS, LLC$839,449$2,111,649,506$668,607,161$2,780,256,667
23DESTINATION WEALTH MANAGEMENT$585,592$2,752,282,359$2,752,282,359
24ABACUS WEALTH PARTNERS$477,851$2,336,506,167$389,158,391$2,725,664,558
25SAND HILL GLOBAL ADVISORS, LLC$1,783,338$2,635,949,593$72,941,506$2,708,891,099
26HALBERT HARGROVE$689,679$2,339,780,493$199,616,479$2,539,396,972
27PRIVATE OCEAN$616,967$2,284,950,435$9,549,091$2,294,499,526
28PURE FINANCIAL ADVISORS, INC.$240,672$2,243,999,364$22,650,486$2,266,649,850
29MORTON CAPITAL MANAGEMENT, LLC$740,817$1,950,153,486$86,351,098$2,036,504,584
30TEAM HEWINS, LLC$1,863,064$1,072,051,853$951,235,812$2,023,287,665
31CARDIFF PARK ADVISORS$911,042$150,927,888$1,844,253,259$1,995,181,147
32SUMMITRY, LLC$1,245,962$1,708,745,750$60,520,974$1,769,266,724
33BAKERAVENUE$1,027,355$1,525,649,220$210,580,936$1,736,230,156
34OSBORNE PARTNERS$1,169,407$1,281,078,584$351,413,164$1,632,491,748
35REILLY FINANCIAL ADVISORS$193,595$1,545,808,076$56,380,834$1,602,188,910
36GAMBLE JONES INVESTMENT COUNSEL$1,254,122$874,854,737$684,019,043$1,558,873,780
37MONOGRAPH WEALTH ADVISORS, LLC$2,364,498$1,454,579,005$77,615,982$1,532,194,987
38CHECK CAPITAL MANAGEMENT INC$673,201$1,439,457,820$77,937,755$1,517,395,575
39VERIS WEALTH PARTNERS, LLC$808,007$1,304,710,536$201,414,031$1,506,124,567
40MIRACLE MILE ADVISORS, LLC$1,042,800$1,470,252,353$5,309,271$1,475,561,624
41EMERY HOWARD$2,218,027$1,322,625,061$90,258,065$1,412,883,126
42FRANK, RIMERMAN ADVISORS LLC$14,266,845$1,187,475,879$210,674,927$1,398,150,806
43LINDBROOK CAPITAL, LLC$1,057,950$1,115,640,008$174,000,688$1,289,640,696
44PILLAR PACIFIC CAPITAL MANAGEMENT LLC$3,098,744$1,219,009,526$54,574,269$1,273,583,795
45ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
46ASHFIELD CAPITAL PARTNERS$2,080,609$1,208,833,649$1,208,833,649
47WEALTH ARCHITECTS, LLC$506,759$1,084,029,690$89,625,248$1,173,654,938
48POLARIS WEALTH ADVISORY GROUP$417,453$1,091,776,010$62,063,047$1,153,839,057
49WEST COAST FINANCIAL, LLC$700,735$1,139,394,644$1,139,394,644
50MAIN STREET RESEARCH LLC$1,802,862$1,090,731,639$1,090,731,639
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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 Sabrina Straub.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.