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
1Aperio Group$4,925,444$24,735,579,836$24,735,579,836
2Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
3Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
4Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
5EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
6Parallel Advisors$363,016$2,386,830,147$2,386,830,147
7Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
8Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
9Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
10Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
11The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
12Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
13ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
14Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
15Asset Dedication, LLC$313,455$990,831,486$990,831,486
16Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
17Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
18Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
19Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
20Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
21Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
22Oakmont Corporation$20,085,385$783,330,016$783,330,016
23Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
24Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
25Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
26Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
27Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
28Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
29Telos Capital Management$389,080$561,442,974$561,442,974
30Natural Investments$169,853$521,418,489$2,748,334$524,166,823
31Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
32Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
33Spectrum Asset Management Inc$562,818$492,745,501$10,413,374$503,158,875
34Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
35Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
36Worthpointe$342,730$451,375,500$451,375,500
37Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
38Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
39Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
40Cheviot Value Management$492,739$357,235,575$357,235,575
41Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
42North Berkeley Investment Partners$292,876$306,430,000$12,512,000$318,942,000
43Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
44Traverso Chambers Private Wealth Management, LLC$351,019$299,419,000$299,419,000
45Delta Wealth Management$1,601,312$296,242,748$296,242,748
46Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
47Stevens First Principles Investment Advisors$554,304$281,032,186$281,032,186
48American Money Management$277,118$268,048,219$6,852,617$274,900,836
49Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
50Trinity Capital Management$397,921$249,924,844$12,305,376$262,230,220
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Showing 1 to 50 of 110 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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