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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
401Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
402Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
403Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
404Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
405SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
406Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
407FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
408Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
409Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
410Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
411Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
412Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
413Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
414Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
415Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
416Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
417Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
418Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
419Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
420Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
421Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
422Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
423Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
424Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
425Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
426Gryphon Advisors, LLC$261,261,954$4,963,977,124$4,963,977,124
427Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
428Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
429Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
430Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
431Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
432Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
433EP Wealth Advisors, LLC.$540,131$10,911,000,000$314,000,000$11,225,000,000
434IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
435Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
436Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
437Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
438Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
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Showing 401 to 438 of 438 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.