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
1HALL CAPITAL PARTNERS LLC$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
2PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
3MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
4ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
5CAMDEN CAPITAL, LLC$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
6CARDIFF PARK ADVISORS$911,042$150,927,888$1,844,253,259$1,995,181,147
7RAUB BROCK CAPITAL MANAGEMENT, LP$403,037$643,964,575$1,644,078,373$2,288,042,948
8SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
9TEAM HEWINS, LLC$1,863,064$1,072,051,853$951,235,812$2,023,287,665
10ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
11B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
12GAMBLE JONES INVESTMENT COUNSEL$1,254,122$874,854,737$684,019,043$1,558,873,780
13CORIENT CAPITAL PARTNERS, LLC$839,449$2,111,649,506$668,607,161$2,780,256,667
14CLIFFORD SWAN INVESTMENT COUNSELORS$1,359,956$2,648,741,498$604,273,218$3,253,014,716
15SCHNIEDERS CAPITAL MANAGEMENT, LLC.$1,071,480$422,455,259$503,303,672$925,758,931
16CALIFORNIA FINANCIAL ADVISORS$471,802$885,014,182$405,364,683$1,290,378,865
17ABACUS WEALTH PARTNERS$477,851$2,336,506,167$389,158,391$2,725,664,558
18OSBORNE PARTNERS$1,169,407$1,281,078,584$351,413,164$1,632,491,748
19INTELLECTUS PARTNERS, LLC$1,212,919$562,413,869$346,062,294$908,476,163
20SEVEN POST INVESTMENT OFFICE LP$31,042,731$4,908,146,689$307,032,054$5,215,178,743
21OHANA ADVISORS$79,317,747$694,985,675$256,827,285$951,812,960
22IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
23WETHERBY ASSET MANAGEMENT$1,419,325$5,093,686,405$247,232,218$5,340,918,623
24EVOKE WEALTH, LLC$2,073,272$4,414,273,162$244,367,925$4,658,641,087
25EP WEALTH ADVISORS$523,493$6,690,000,000$240,000,000$6,930,000,000
26FRANK, RIMERMAN ADVISORS LLC$14,266,845$1,187,475,879$210,674,927$1,398,150,806
27BAKERAVENUE$1,027,355$1,525,649,220$210,580,936$1,736,230,156
28VERIS WEALTH PARTNERS, LLC$808,007$1,304,710,536$201,414,031$1,506,124,567
29HALBERT HARGROVE$689,679$2,339,780,493$199,616,479$2,539,396,972
30PATHWAYS ADVISORY GROUP, INC.$222,860$192,773,890$192,773,890
31PORTFOLIO ADVISORS, INC.$255,730$190,518,544$190,518,544
32LINDBROOK CAPITAL, LLC$1,057,950$1,115,640,008$174,000,688$1,289,640,696
33BERKSON ASSET MANAGEMENT, INC.$1,166,619$26,069,136$161,756,602$187,825,738
34WESCAP GROUP$2,422,154$625,900,000$161,300,000$787,200,000
35VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
36ALTAMONT WEALTH MANAGEMENT, INC.$2,018,636$159,472,253$159,472,253
37SOUTH BAY FINANCIAL PARTNERS$652,364$156,567,337$156,567,337
38PERSONAL FINANCIAL MANAGEMENT$1,221,751$307,933,488$153,888,290$461,821,778
39CHURCHILL MANAGEMENT GROUP$366,624$6,400,581,247$151,729,837$6,552,311,084
40SITRIN CAPITAL MANAGEMENT, LLC$747,437$305,739,235$147,954,775$453,694,010
41CLELLAND & COMPANY INC$1,597,425$203,078,687$145,160,006$348,238,693
42ECLECTIC ASSOCIATES, INC.$302,648$688,219,051$133,772,023$821,991,074
43PREMIER FINANCIAL GROUP INC$553,857$505,371,663$121,040,486$626,412,149
44GLOBAL FINANCIAL ADVISORY SERVICES, INC.$296,140$110,164,052$110,164,052
45ABBREA CAPITAL, LLC$1,232,347$716,789,770$105,185,764$821,975,534
46GOLDSTEIN MUNGER + ASSOCIATES$2,239,314$586,885,250$105,062,624$691,947,874
47BURTON ENRIGHT WELCH$631,422$647,988,760$103,403,990$751,392,750
48WADE FINANCIAL ADVISORY, INC.$1,949,103$426,529,643$95,829,887$522,359,530
49REGATTA CAPITAL GROUP, LLC$230,108$392,442,579$94,695,241$487,137,820
50FINANCIAL DESIGNS CORPORATION$303,462$287,436,964$94,621,221$382,058,185
Next Page »

Showing 1 to 50 of 391 entries

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

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 Sabrina Straub.

*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.