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 |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $151,202 | $229,000,000,000 | — | $229,000,000,000 |
| 2 | Aperio Group, Llc | $5,969,688 | $34,486,886,409 | — | $34,486,886,409 |
| 3 | Comprehensive Financial Management LLC | $379,152,348 | $17,061,855,642 | — | $17,061,855,642 |
| 4 | Personal Capital Advisors Corporation | $195,558 | $12,240,728,055 | — | $12,240,728,055 |
| 5 | Dowling & Yahnke, Llc | $1,053,535 | $4,730,371,019 | — | $4,730,371,019 |
| 6 | Destination Wealth Management | $585,592 | $2,752,282,359 | — | $2,752,282,359 |
| 7 | Asset Dedication, Llc | $24,793 | $1,235,044,177 | — | $1,235,044,177 |
| 8 | Ashfield Capital Partners | $2,080,609 | $1,208,833,649 | — | $1,208,833,649 |
| 9 | West Coast Financial, Llc | $700,735 | $1,139,394,644 | — | $1,139,394,644 |
| 10 | Fundx Investment Group, Llc | $1,378,638 | $857,512,551 | — | $857,512,551 |
| 11 | Oakwood Capital Management Llc | $1,054,037 | $855,877,721 | — | $855,877,721 |
| 12 | Rebalance Llc | $562,622 | $795,546,858 | — | $795,546,858 |
| 13 | Towneley Capital Management, Inc. | $2,353,752 | $779,091,955 | — | $779,091,955 |
| 14 | Telos Capital Management, Inc. | $473,139 | $776,894,754 | — | $776,894,754 |
| 15 | Avitas Wealth Management, Llc | $1,436,802 | $771,562,639 | — | $771,562,639 |
| 16 | Tarbox Family Office, Inc. | $983,036 | $722,531,346 | — | $722,531,346 |
| 17 | Cambria Investment Management, L.P. | $1,676,334 | $714,118,451 | — | $714,118,451 |
| 18 | Nelson Roberts Investment Advisors, Llc | $1,050,184 | $675,268,230 | — | $675,268,230 |
| 19 | Westside Investment Management, Inc. | $595,344 | $626,897,512 | — | $626,897,512 |
| 20 | Worthpointe | $485,869 | $623,856,296 | — | $623,856,296 |
| 21 | Cohen Capital Management Inc | $3,546,781 | $613,593,058 | — | $613,593,058 |
| 22 | Blankinship & Foster, Llc | $690,905 | $602,469,568 | — | $602,469,568 |
| 23 | Waypoint Wealth Partners | $949,425 | $566,806,478 | — | $566,806,478 |
| 24 | Rpg Investment Advisory, Llc | $722,022 | $557,400,717 | — | $557,400,717 |
| 25 | Lyell Wealth Management Lp | $2,901,840 | $516,527,560 | — | $516,527,560 |
| 26 | J.P. King Advisors, Inc. | $429,387 | $511,400,000 | — | $511,400,000 |
| 27 | Sage Rhino Capital Llc | $488,447 | $486,493,012 | — | $486,493,012 |
| 28 | Silicon Valley Capital Partners, L.P. | $462,834 | $477,181,979 | — | $477,181,979 |
| 29 | Cheviot Value Management, Llc | $593,686 | $463,075,083 | — | $463,075,083 |
| 30 | Brickley Wealth Management | $1,003,397 | $458,552,287 | — | $458,552,287 |
| 31 | Creekside Partners | $1,672,727 | $436,581,680 | — | $436,581,680 |
| 32 | Concentric Wealth Management Llc | $535,002 | $429,607,000 | — | $429,607,000 |
| 33 | Hc Financial Advisors Inc | $477,130 | $424,645,464 | — | $424,645,464 |
| 34 | Blume Capital Management, Inc. | $544,820 | $419,511,518 | — | $419,511,518 |
| 35 | Mraz, Amerine & Associates, Inc. | $248,643 | $414,735,919 | — | $414,735,919 |
| 36 | Opes Wealth Management, Llc | $1,444,075 | $411,561,244 | — | $411,561,244 |
| 37 | Peninsula Wealth, Llc | $645,239 | $403,274,063 | — | $403,274,063 |
| 38 | Creative Capital Management Investments Llc | $546,302 | $388,967,058 | — | $388,967,058 |
| 39 | Anchor Capital | $7,295,620 | $386,667,867 | — | $386,667,867 |
| 40 | Meridian Investment Counsel, Inc. | $731,210 | $383,885,285 | — | $383,885,285 |
| 41 | Epsilon Financial Group, Inc. | $999,352 | $382,751,993 | — | $382,751,993 |
| 42 | Osher Van De Voorde Investment Management | $1,159,311 | $370,979,643 | — | $370,979,643 |
| 43 | Traverso Chambers Private Wealth Management, Llc | $386,064 | $362,514,000 | — | $362,514,000 |
| 44 | Wealthvalues, Llc | $2,056,240 | $357,785,766 | — | $357,785,766 |
| 45 | Navalign, Llc | $268,424 | $356,198,528 | — | $356,198,528 |
| 46 | Occidental Asset Management, Llc | $358,023 | $336,900,000 | — | $336,900,000 |
| 47 | Financial Connections Group, Inc. | $330,633 | $328,318,406 | — | $328,318,406 |
| 48 | Chamberlain Financial Planning & Wealth Management | $1,899,373 | $320,994,000 | — | $320,994,000 |
| 49 | De Groote Financial Group, Llc | $320,926 | $319,000,000 | — | $319,000,000 |
| 50 | Beta Wealth Group, Inc | $826,613 | $307,500,000 | — | $307,500,000 |
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.
