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
2Aperio Group$4,925,444$24,735,579,836$24,735,579,836
3Kayne Anderson Rudnick Investment Management$645,985$17,840,299,332$4,981,721,014$22,822,020,346
4Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
5Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
6Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
7Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
8Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
9Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
10Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
11Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
12EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
13Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
14Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
15Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
16Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
17B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
18Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
19Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
20Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
21Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
22Westmount Asset Management$643,653$2,583,181,872$53,220,419$2,636,402,291
23Parallel Advisors$363,016$2,386,830,147$2,386,830,147
24Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
25Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
26Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
27Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
28Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
29Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
30Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
31Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
32Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
33Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
34Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
35Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
36Morton Capital Management$662,307$1,690,482,093$71,916,236$1,762,398,329
37Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
38Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
39The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
40Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
41Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
42Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
43Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
44Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
45Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
46ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
47Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
48Main Street Research$1,687,578$1,002,421,529$1,002,421,529
49Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
50Asset Dedication, LLC$313,455$990,831,486$990,831,486
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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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