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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Engines Advisors L.L.C.$151,202$229,000,000,000$229,000,000,000
2Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
3Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
4Personal Capital Advisors Corporation$195,558$12,240,728,055$12,240,728,055
5Dowling & Yahnke, Llc$1,053,535$4,730,371,019$4,730,371,019
6Destination Wealth Management$585,592$2,752,282,359$2,752,282,359
7Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
8Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
9West Coast Financial, Llc$700,735$1,139,394,644$1,139,394,644
10Fundx Investment Group, Llc$1,378,638$857,512,551$857,512,551
11Oakwood Capital Management Llc$1,054,037$855,877,721$855,877,721
12Rebalance Llc$562,622$795,546,858$795,546,858
13Towneley Capital Management, Inc.$2,353,752$779,091,955$779,091,955
14Telos Capital Management, Inc.$473,139$776,894,754$776,894,754
15Avitas Wealth Management, Llc$1,436,802$771,562,639$771,562,639
16Tarbox Family Office, Inc.$983,036$722,531,346$722,531,346
17Cambria Investment Management, L.P.$1,676,334$714,118,451$714,118,451
18Nelson Roberts Investment Advisors, Llc$1,050,184$675,268,230$675,268,230
19Westside Investment Management, Inc.$595,344$626,897,512$626,897,512
21Cohen Capital Management Inc$3,546,781$613,593,058$613,593,058
22Blankinship & Foster, Llc$690,905$602,469,568$602,469,568
23Waypoint Wealth Partners$949,425$566,806,478$566,806,478
24Rpg Investment Advisory, Llc$722,022$557,400,717$557,400,717
25Lyell Wealth Management Lp$2,901,840$516,527,560$516,527,560
26J.P. King Advisors, Inc.$429,387$511,400,000$511,400,000
27Sage Rhino Capital Llc$488,447$486,493,012$486,493,012
28Silicon Valley Capital Partners, L.P.$462,834$477,181,979$477,181,979
29Cheviot Value Management, Llc$593,686$463,075,083$463,075,083
30Brickley Wealth Management$1,003,397$458,552,287$458,552,287
31Creekside Partners$1,672,727$436,581,680$436,581,680
32Concentric Wealth Management Llc$535,002$429,607,000$429,607,000
33Hc Financial Advisors Inc$477,130$424,645,464$424,645,464
34Blume Capital Management, Inc.$544,820$419,511,518$419,511,518
35Mraz, Amerine & Associates, Inc.$248,643$414,735,919$414,735,919
36Opes Wealth Management, Llc$1,444,075$411,561,244$411,561,244
37Peninsula Wealth, Llc$645,239$403,274,063$403,274,063
38Creative Capital Management Investments Llc$546,302$388,967,058$388,967,058
39Anchor Capital$7,295,620$386,667,867$386,667,867
40Meridian Investment Counsel, Inc.$731,210$383,885,285$383,885,285
41Epsilon Financial Group, Inc.$999,352$382,751,993$382,751,993
42Osher Van De Voorde Investment Management$1,159,311$370,979,643$370,979,643
43Traverso Chambers Private Wealth Management, Llc$386,064$362,514,000$362,514,000
44Wealthvalues, Llc$2,056,240$357,785,766$357,785,766
45Navalign, Llc$268,424$356,198,528$356,198,528
46Occidental Asset Management, Llc$358,023$336,900,000$336,900,000
47Financial Connections Group, Inc.$330,633$328,318,406$328,318,406
48Chamberlain Financial Planning & Wealth Management$1,899,373$320,994,000$320,994,000
49De Groote Financial Group, Llc$320,926$319,000,000$319,000,000
50Beta Wealth Group, Inc$826,613$307,500,000$307,500,000
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Showing 1 to 50 of 351 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.