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
1Financial Engines Advisors$128,980$181,000,000,000$181,000,000,000
2Hall Capital Partners Llc$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
3Aperio Group$4,925,444$24,735,579,836$24,735,579,836
4Kayne Anderson Rudnick Investment Management$645,985$17,840,299,332$4,981,721,014$22,822,020,346
5Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
6Comprehensive Financial Management Llc$315,000,701$14,175,031,522$14,175,031,522
7Aspiriant, Llc$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
8Jordan Park Group Llc$7,915,729$9,237,655,510$9,237,655,510
9Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
10Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
11Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
12Seven Post Investment Office Lp$29,906,015$4,282,980,859$232,827,417$4,515,808,276
13Dowling & Yahnke, Llc$1,017,722$4,467,799,832$4,467,799,832
14Ep Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
15Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
16Hanson Mcclain Advisors$251,487$4,080,810,765$127,565,874$4,208,376,639
17B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
18Evoke Wealth, Llc$202,182$3,545,509,215$223,156,725$3,768,665,940
19Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
20Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
21Regis Management Company, Llc$64,204,047$3,402,814,484$3,402,814,484
22Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
23Camden Capital, Llc$957,072$2,086,695,918$1,087,911,557$3,174,607,475
24Adviceperiod, Llc$884,345$2,864,140,986$2,906,040$2,867,047,026
25Sepio Capital, Llc$2,525,269$1,844,400,000$973,800,000$2,818,200,000
26Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
27Westmount Asset Management, Llc$643,653$2,583,181,872$53,220,419$2,636,402,291
28Parallel Advisors, Llc$363,016$2,386,830,147$2,386,830,147
29Corient Capital Partners, Llc$773,362$1,739,801,037$618,952,006$2,358,753,043
30Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
31Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
32Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
33Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
34Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
35Sand Hill Global Advisors, Llc$1,545,165$1,936,854,189$113,580,388$2,050,434,577
36Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
37Mozaic, Llc$25,199,281$1,915,145,364$1,915,145,364
38Raub Brock Capital Management, Lp$327,986$464,835,537$1,447,979,878$1,912,815,415
39Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
40Fairview Capital$3,972,907$1,821,290,607$6,246,460$1,827,537,067
41Morton Capital Management, Llc$662,307$1,690,482,093$71,916,236$1,762,398,329
42Team Hewins, Llc$1,587,064$800,374,292$950,156,989$1,750,531,281
43Polaris Greystone Financial Group, Llc$389,860$1,524,173,314$67,235,139$1,591,408,453
44Bakeravenue$922,535$1,340,786,377$215,530,286$1,556,316,663
45The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
46Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
47Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
48Miracle Mile Advisors, Llc$1,006,248$1,399,690,508$1,399,690,508
49Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
50Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
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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.