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 | $128,980 | $181,000,000,000 | — | $181,000,000,000 |
| 2 | Aperio Group | $4,925,444 | $24,735,579,836 | — | $24,735,579,836 |
| 3 | Comprehensive Financial Management LLC | $315,000,701 | $14,175,031,522 | — | $14,175,031,522 |
| 4 | Jordan Park Group LLC | $7,915,729 | $9,237,655,510 | — | $9,237,655,510 |
| 5 | Personal Capital Advisors Corporation | $163,548 | $8,558,609,158 | — | $8,558,609,158 |
| 6 | Dowling & Yahnke, LLC | $985,155 | $4,235,179,267 | — | $4,235,179,267 |
| 7 | Index Fund Advisors, Inc. | $546,650 | $3,572,355,741 | — | $3,572,355,741 |
| 8 | Regis Management Company, LLC | $64,204,047 | $3,402,814,484 | — | $3,402,814,484 |
| 9 | Parallel Advisors | $363,016 | $2,386,830,147 | — | $2,386,830,147 |
| 10 | Destination Wealth Management | $502,838 | $2,249,193,554 | — | $2,249,193,554 |
| 11 | Miracle Mile Advisors, LLC | $1,006,248 | $1,399,690,508 | — | $1,399,690,508 |
| 12 | Main Street Research | $1,687,578 | $1,002,421,529 | — | $1,002,421,529 |
| 13 | Asset Dedication, LLC | $313,455 | $990,831,486 | — | $990,831,486 |
| 14 | Ashfield Capital Partners | $1,623,046 | $967,335,408 | — | $967,335,408 |
| 15 | West Coast Financial | $543,692 | $948,198,992 | — | $948,198,992 |
| 16 | Cambria Investment Management, L.P. | $1,483,578 | $921,301,999 | — | $921,301,999 |
| 17 | DeLPhi Private Advisors | $1,133,390 | $860,243,058 | — | $860,243,058 |
| 18 | FundX Investment Group, LLC | $1,118,518 | $809,807,001 | — | $809,807,001 |
| 19 | Oakwood Capital Management LLC | $954,429 | $783,586,079 | — | $783,586,079 |
| 20 | Oakmont Corporation | $20,085,385 | $783,330,016 | — | $783,330,016 |
| 21 | Towneley Capital Management | $2,153,559 | $723,595,985 | — | $723,595,985 |
| 22 | Capital Advantage, Inc. | $1,196,470 | $705,917,488 | — | $705,917,488 |
| 23 | Argos Wealth Advisors LLC | $3,698,145 | $702,647,527 | — | $702,647,527 |
| 24 | Private Asset Management Inc | $501,709 | $696,873,252 | — | $696,873,252 |
| 25 | Dhr Investment Counsel Ltd | $279,951 | $649,485,152 | — | $649,485,152 |
| 26 | Avitas Wealth Management, LLC | $1,291,711 | $641,980,143 | — | $641,980,143 |
| 27 | Tarbox Family Office, Inc. | $1,095,500 | $602,524,823 | — | $602,524,823 |
| 28 | Cohen Capital Management Inc | $3,530,392 | $564,862,701 | — | $564,862,701 |
| 29 | Telos Capital Management | $389,080 | $561,442,974 | — | $561,442,974 |
| 30 | Werba Rubin Papier Wealth Management | $457,457 | $551,235,573 | — | $551,235,573 |
| 31 | RVW Wealth LLC | $331,119 | $544,691,451 | — | $544,691,451 |
| 32 | Nelson Roberts Investment Advisors | $867,143 | $515,950,000 | — | $515,950,000 |
| 33 | Blankinship & Foster | $589,379 | $503,918,925 | — | $503,918,925 |
| 34 | Mraz, Amerine & Associates, Inc. | $257,945 | $473,071,328 | — | $473,071,328 |
| 35 | RPG Investment Advisory, LLC | $625,952 | $462,578,401 | — | $462,578,401 |
| 36 | Waypoint Wealth Partners | $805,539 | $456,740,745 | — | $456,740,745 |
| 37 | Worthpointe | $342,730 | $451,375,500 | — | $451,375,500 |
| 38 | Atlas Capital Advisors | $1,505,646 | $438,143,000 | — | $438,143,000 |
| 39 | Sage Rhino Capital LLC | $462,634 | $426,085,931 | — | $426,085,931 |
| 40 | Anchor Capital | $4,719,136 | $415,283,993 | — | $415,283,993 |
| 41 | Ma Private Wealth, LLC | $346,074 | $413,212,916 | — | $413,212,916 |
| 42 | Lyell Wealth Management LP | $2,468,774 | $387,597,484 | — | $387,597,484 |
| 43 | Creekside Partners Financial Advisers | $457,892 | $381,423,931 | — | $381,423,931 |
| 44 | Grubman Wealth Management | $510,393 | $377,690,479 | — | $377,690,479 |
| 45 | Silicon Valley Capital Partners, L.P. | $375,363 | $374,612,297 | — | $374,612,297 |
| 46 | Blume Capital Management, Inc. | $461,139 | $357,843,724 | — | $357,843,724 |
| 47 | Cheviot Value Management | $492,739 | $357,235,575 | — | $357,235,575 |
| 48 | HC Financial Advisors Inc | $388,572 | $349,714,747 | — | $349,714,747 |
| 49 | Meritas Wealth Management | $424,977 | $345,081,447 | — | $345,081,447 |
| 50 | Peninsula Wealth | $501,073 | $330,207,000 | — | $330,207,000 |
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.
