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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
401Clelland & Co Inc$1,711,714$220,367,060$159,633,539$380,000,599
402VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
403Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
404Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
405Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
406Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
407Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
408Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
409Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
410Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
411Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
412Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
413EP Wealth Advisors, LLC.$540,131$10,911,000,000$314,000,000$11,225,000,000
414Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
415Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
416IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
417Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
418Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
419Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
420Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
421Maloon, Powers, Pitre & Higgins, LLC$510,201$1,001,627,829$454,995,698$1,456,623,527
422Alpha & Omega Financial Management Consultants, Inc.$3,470$479,190,284$479,190,284
423Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
424Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
425Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
426Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
427Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
428Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
429Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
430Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
431Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
432SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
433Raub Brock Capital Management, Lp$434,124$676,559,612$1,951,624,384$2,628,183,996
434Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
435Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
436Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
437Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
438Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
« Previous Page

Showing 401 to 438 of 438 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.