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
1COMPREHENSIVE FINANCIAL MANAGEMENT LLC$379,152,348$17,061,855,642$17,061,855,642
2HALL CAPITAL PARTNERS LLC$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
3JORDAN PARK GROUP LLC$5,859,397$11,683,637,375$11,683,637,375
4ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
5IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
6EP WEALTH ADVISORS$523,493$6,690,000,000$240,000,000$6,930,000,000
7CHURCHILL MANAGEMENT GROUP$366,624$6,400,581,247$151,729,837$6,552,311,084
8WETHERBY ASSET MANAGEMENT$1,419,325$5,093,686,405$247,232,218$5,340,918,623
9SEVEN POST INVESTMENT OFFICE LP$31,042,731$4,908,146,689$307,032,054$5,215,178,743
10DOWLING & YAHNKE, LLC$1,053,535$4,730,371,019$4,730,371,019
11GRYPHON ADVISORS, LLC$223,937,530$4,478,750,594$4,478,750,594
12EVOKE WEALTH, LLC$2,073,272$4,414,273,162$244,367,925$4,658,641,087
13INDEX FUND ADVISORS, INC.$620,124$4,022,875,212$19,711,428$4,042,586,640
14B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
15REGIS MANAGEMENT COMPANY, LLC$70,195,332$3,720,352,601$3,720,352,601
16ADVICEPERIOD, LLC$961,391$3,466,237,641$1,498,037$3,467,735,678
17BAILARD, INC.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
18PARALLEL ADVISORS, LLC$427,668$3,165,930,943$2,661,500$3,168,592,443
19WESTMOUNT ASSET MANAGEMENT, LLC$758,700$2,988,115,576$74,755,521$3,062,871,097
20DESTINATION WEALTH MANAGEMENT$585,592$2,752,282,359$2,752,282,359
21CLIFFORD SWAN INVESTMENT COUNSELORS$1,359,956$2,648,741,498$604,273,218$3,253,014,716
22SAND HILL GLOBAL ADVISORS, LLC$1,783,338$2,635,949,593$72,941,506$2,708,891,099
23FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
24HALBERT HARGROVE$689,679$2,339,780,493$199,616,479$2,539,396,972
25ABACUS WEALTH PARTNERS$477,851$2,336,506,167$389,158,391$2,725,664,558
26PRIVATE OCEAN$616,967$2,284,950,435$9,549,091$2,294,499,526
27PURE FINANCIAL ADVISORS, INC.$240,672$2,243,999,364$22,650,486$2,266,649,850
28CAMDEN CAPITAL, LLC$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
29CORIENT CAPITAL PARTNERS, LLC$839,449$2,111,649,506$668,607,161$2,780,256,667
30SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
31MORTON CAPITAL MANAGEMENT, LLC$740,817$1,950,153,486$86,351,098$2,036,504,584
32SUMMITRY, LLC$1,245,962$1,708,745,750$60,520,974$1,769,266,724
33REILLY FINANCIAL ADVISORS$193,595$1,545,808,076$56,380,834$1,602,188,910
34BAKERAVENUE$1,027,355$1,525,649,220$210,580,936$1,736,230,156
35MIRACLE MILE ADVISORS, LLC$1,042,800$1,470,252,353$5,309,271$1,475,561,624
36MONOGRAPH WEALTH ADVISORS, LLC$2,364,498$1,454,579,005$77,615,982$1,532,194,987
37CHECK CAPITAL MANAGEMENT INC$673,201$1,439,457,820$77,937,755$1,517,395,575
38OAKMONT CORPORATION$14,879,619$1,330,141,092$9,024,650$1,339,165,742
39EMERY HOWARD$2,218,027$1,322,625,061$90,258,065$1,412,883,126
40VERIS WEALTH PARTNERS, LLC$808,007$1,304,710,536$201,414,031$1,506,124,567
41OSBORNE PARTNERS$1,169,407$1,281,078,584$351,413,164$1,632,491,748
42ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
43PILLAR PACIFIC CAPITAL MANAGEMENT LLC$3,098,744$1,219,009,526$54,574,269$1,273,583,795
44ASHFIELD CAPITAL PARTNERS$2,080,609$1,208,833,649$1,208,833,649
45FRANK, RIMERMAN ADVISORS LLC$14,266,845$1,187,475,879$210,674,927$1,398,150,806
46WEST COAST FINANCIAL, LLC$700,735$1,139,394,644$1,139,394,644
47LINDBROOK CAPITAL, LLC$1,057,950$1,115,640,008$174,000,688$1,289,640,696
48POLARIS WEALTH ADVISORY GROUP$417,453$1,091,776,010$62,063,047$1,153,839,057
49MAIN STREET RESEARCH LLC$1,802,862$1,090,731,639$1,090,731,639
50WEALTH ARCHITECTS, LLC$506,759$1,084,029,690$89,625,248$1,173,654,938
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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.