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$136,038$169,000,000,000$0$169,000,000,000
2Hall Capital Partners$214,070,262$10,615,011,545$25,776,932,986$36,391,944,531
3Kayne Anderson Rudnick Investment Management$777,847$18,856,313,984$5,022,807,092$23,879,121,076
4Aperio Group$5,551,788$23,817,171,327$0$23,817,171,327
5Comprehensive Financial Management LLC$354,016,513$15,222,710,047$0$15,222,710,047
6Aspiriant, LLC$1,438,094$10,658,668,000$1,555,064,000$12,213,732,000
7Mercer Global Advisors Inc.$454,670$10,656,252,569$397,219,956$11,053,472,525
8Jordan Park Group LLC$9,440,271$8,128,073,539$0$8,128,073,539
9Personal Capital Advisors Corporation$177,889$7,912,150,632$0$7,912,150,632
10Churchill Management Group$360,824$5,859,512,356$132,685,663$5,992,198,019
11Litman Gregory Asset Management, LLC$3,937,555$1,735,457,677$3,269,175,142$5,004,632,819
12Scharf Investments, LLC$2,432,449$3,716,008,245$1,277,809,195$4,993,817,440
13Wetherby Asset Management$1,352,998$4,487,074,471$228,124,411$4,715,198,882
14Seven Post Investment Office$14,556,069$4,435,399,066$237,098,935$4,672,498,001
15B|O|S$1,296,330$3,718,663,867$576,078,234$4,294,742,101
16Dowling & Yahnke, LLC$991,921$4,106,554,929$0$4,106,554,929
17Lourdmurray$2,314,424$3,715,468,270$302,372,135$4,017,840,405
18Index Fund Advisors, Inc.$606,780$3,825,745,903$0$3,825,745,903
19Regis Management Company, LLC$62,923,453$3,649,560,290$0$3,649,560,290
20EP Wealth Advisors$500,278$3,494,000,000$106,000,000$3,600,000,000
21Clifford Swan Investment Counsel$1,275,344$2,231,013,213$688,250,192$2,919,263,405
22Sepio Capital, LLC$3,010,753$1,900,000,000$900,000,000$2,800,000,000
23Halbert Hargrove$738,035$2,366,924,782$156,418,350$2,523,343,132
24Westmount Asset Management$626,619$2,321,083,638$174,738,926$2,495,822,564
25Hanson Mcclain Advisors$265,879$2,353,706,222$132,264,592$2,485,970,814
26Pensionmark Financial Group, Llc$833,666$2,396,789,735$0$2,396,789,735
27Adviceperiod, LLC$1,056,089$2,261,684,888$4,681,296$2,266,366,184
28Destination Wealth Management$529,333$2,252,843,327$0$2,252,843,327
29Beacon Pointe Wealth Advisors$304,115$2,242,196,095$7,948,585$2,250,144,680
30Sand Hill Global Advisors, LLC$1,754,599$2,136,496,991$90,089,598$2,226,586,589
31Abacus Wealth Partners$427,792$2,041,601,463$146,555,707$2,188,157,170
32Corient Capital Partners, LLC$1,057,263$1,422,552,216$611,621,191$2,034,173,407
33Pure Financial Advisors, Inc.$247,052$1,993,173,447$23,759,261$2,016,932,708
34Camden Capital, LLC$712,391$1,350,678,857$626,917,648$1,977,596,505
35Mozaic$24,955,906$0$1,896,648,870$1,896,648,870
36Parallel Advisors$355,698$1,875,594,591$0$1,875,594,591
37Team Hewins, LLC$1,634,810$912,491,914$951,191,853$1,863,683,767
38Morton Capital Management$716,935$1,744,864,667$84,036,190$1,828,900,857
39Cardiff Park Advisors$895,420$0$1,737,114,597$1,737,114,597
40Private Ocean$530,664$1,576,344,142$15,648,889$1,591,993,031
41The Golub Group$1,142,831$1,535,325,753$50,923,947$1,586,249,700
42Osborne Partners$1,165,271$1,280,230,791$295,215,976$1,575,446,767
43Check Capital Management Inc$703,537$1,452,427,615$72,136,097$1,524,563,712
44Financial Clarity, Inc.$47,063,613$0$1,458,972,000$1,458,972,000
45Polaris Greystone Financial Group$388,113$1,422,462,063$30,634,000$1,453,096,063
46Gamble Jones Investment Counsel$1,127,382$843,910,509$492,037,653$1,335,948,162
47Epiq Capital Group, LLC$8,785,005$342,063,748$975,687,060$1,317,750,808
48Reilly Financial Advisors$244,000$1,205,792,106$69,841,578$1,275,633,684
49Raub Brock Capital Management, LP$306,838$1,083,750,198$191,159,954$1,274,910,152
50Emery Howard$720,455$1,238,688,650$6,256,912$1,244,945,562
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Showing 1 to 50 of 367 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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