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$583,539,126$22,758,025,923$22,758,025,923
2Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
3Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
4Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
5IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
6EP Wealth Advisors, LLC.$540,131$10,911,000,000$314,000,000$11,225,000,000
7Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
8Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
9Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
10Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
11Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
12Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
13Gryphon Advisors, LLC$261,261,954$4,963,977,124$4,963,977,124
14Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
15Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
16Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
17Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
18Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
19Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
20Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
21Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
22Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
23Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
24Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
25Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
26Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
27Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
28Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
29Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
30Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
31Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
32FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
33Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
34SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
35Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
36Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
37Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
38Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
39Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
40Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
41Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
42Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
43Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
44Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
45Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
46Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
47Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
48Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
49Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
50Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
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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.