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$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
8Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
9Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
10Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
11Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
12Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
13Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
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
16Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
17B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
18Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
19Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
20Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
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$971,856$3,034,726,438$4,265,696$3,038,992,134
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$643,653$2,583,181,872$53,220,419$2,636,402,291
28Parallel Advisors$363,016$2,386,830,147$2,386,830,147
29Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
30Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
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$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
40Morton Capital Management$662,307$1,690,482,093$71,916,236$1,762,398,329
41Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
42Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
43The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
44Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
45Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
46Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
47Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
48Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
49Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
50Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
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Showing 1 to 50 of 346 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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