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
3Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
4Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
5Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
6Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
7Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
8Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
9Parallel Advisors$363,016$2,386,830,147$2,386,830,147
10Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
11Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
12Main Street Research$1,687,578$1,002,421,529$1,002,421,529
13Asset Dedication, LLC$313,455$990,831,486$990,831,486
14Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
15West Coast Financial$543,692$948,198,992$948,198,992
16Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
17DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
18FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
19Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
20Oakmont Corporation$20,085,385$783,330,016$783,330,016
21Towneley Capital Management$2,153,559$723,595,985$723,595,985
22Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
23Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
24Private Asset Management Inc$501,709$696,873,252$696,873,252
25Dhr Investment Counsel Ltd$279,951$649,485,152$649,485,152
26Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
27Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
28Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
29Telos Capital Management$389,080$561,442,974$561,442,974
30Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
31RVW Wealth LLC$331,119$544,691,451$544,691,451
32Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
33Blankinship & Foster$589,379$503,918,925$503,918,925
34Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
35RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
36Waypoint Wealth Partners$805,539$456,740,745$456,740,745
38Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
39Sage Rhino Capital LLC$462,634$426,085,931$426,085,931
40Anchor Capital$4,719,136$415,283,993$415,283,993
41Ma Private Wealth, LLC$346,074$413,212,916$413,212,916
42Lyell Wealth Management LP$2,468,774$387,597,484$387,597,484
43Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
44Grubman Wealth Management$510,393$377,690,479$377,690,479
45Silicon Valley Capital Partners, L.P.$375,363$374,612,297$374,612,297
46Blume Capital Management, Inc.$461,139$357,843,724$357,843,724
47Cheviot Value Management$492,739$357,235,575$357,235,575
48HC Financial Advisors Inc$388,572$349,714,747$349,714,747
49Meritas Wealth Management$424,977$345,081,447$345,081,447
50Peninsula Wealth$501,073$330,207,000$330,207,000
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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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