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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Engines Advisors L.L.C.$151,202$229,000,000,000$229,000,000,000
2Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
3Kayne Anderson Rudnick Investment Management, Llc$786,691$25,685,495,749$7,320,902,440$33,006,398,189
4Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
5Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
6Personal Capital Advisors Corporation$195,558$12,240,728,055$12,240,728,055
7Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
8Allworth Financial, L.P.$317,893$7,875,238,368$220,540,554$8,095,778,922
9Churchill Management Group$366,624$6,400,581,247$151,729,837$6,552,311,084
10Pensionmark Financial Group, Llc$3,878,404$5,296,322,993$14,789,930,449$20,086,253,442
11Wetherby Asset Management$1,419,325$5,093,686,405$247,232,218$5,340,918,623
12Seven Post Investment Office Lp$31,042,731$4,908,146,689$307,032,054$5,215,178,743
13Dowling & Yahnke, Llc$1,053,535$4,730,371,019$4,730,371,019
14Evoke Wealth, Llc$2,073,272$4,414,273,162$244,367,925$4,658,641,087
15Index Fund Advisors, Inc.$620,124$4,022,875,212$19,711,428$4,042,586,640
16B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
17Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
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
24Abacus Wealth Partners$477,851$2,336,506,167$389,158,391$2,725,664,558
25Private Ocean$616,967$2,284,950,435$9,549,091$2,294,499,526
26Pure Financial Advisors, Inc.$240,672$2,243,999,364$22,650,486$2,266,649,850
27Camden Capital, Llc$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
28Corient Capital Partners, Llc$839,449$2,111,649,506$668,607,161$2,780,256,667
29Litman Gregory Asset Management, Llc$2,687,841$2,030,254,718$2,410,058,736$4,440,313,454
30Morton Capital Management, Llc$740,817$1,950,153,486$86,351,098$2,036,504,584
31Polaris Greystone Financial Group, Llc$459,509$1,876,246,149$78,043,952$1,954,290,101
32Summitry, Llc$1,245,962$1,708,745,750$60,520,974$1,769,266,724
33Bakeravenue$1,027,355$1,525,649,220$210,580,936$1,736,230,156
34Alpha Cubed Investments, Llc$444,498$1,481,098,335$46,197,628$1,527,295,963
35Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
36Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
37Perigon Wealth Management, Llc$737,977$1,459,000,000$321,000,000$1,780,000,000
38Monograph Wealth Advisors, Llc$2,364,498$1,454,579,005$77,615,982$1,532,194,987
39Check Capital Management Inc$673,201$1,439,457,820$77,937,755$1,517,395,575
40Emery Howard$2,218,027$1,322,625,061$90,258,065$1,412,883,126
41Laurel Wealth Advisors, Inc.$325,814$1,318,662,512$238,401,298$1,557,063,810
42Veris Wealth Partners, Llc$808,007$1,304,710,536$201,414,031$1,506,124,567
43Reilly Financial Advisors$177,912$1,302,906,016$47,268,679$1,350,174,695
44Osborne Partners$1,169,407$1,281,078,584$351,413,164$1,632,491,748
45Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
46Pillar Pacific Capital Management Llc$3,098,744$1,219,009,526$54,574,269$1,273,583,795
47Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
48Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
49West Coast Financial, Llc$700,735$1,139,394,644$1,139,394,644
50Lindbrook Capital, Llc$1,057,950$1,115,640,008$174,000,688$1,289,640,696
Next Page »

Showing 1 to 50 of 351 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8

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.