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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
2Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
3Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
4Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
5Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
6Raub Brock Capital Management, Lp$434,124$676,559,612$1,951,624,384$2,628,183,996
7SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
8Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
9Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
10Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
11Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
12Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
13Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
14Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
15Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
16Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
17Alpha & Omega Financial Management Consultants, Inc.$3,470$479,190,284$479,190,284
18Maloon, Powers, Pitre & Higgins, LLC$510,201$1,001,627,829$454,995,698$1,456,623,527
19Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
20Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
21Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
22Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
23IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
24Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
25Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
26EP Wealth Advisors, LLC.$540,131$10,911,000,000$314,000,000$11,225,000,000
27Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
28Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
29Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
30Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
31Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
32Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
33Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
34Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
35Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
36Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
37VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
38Clelland & Co Inc$1,711,714$220,367,060$159,633,539$380,000,599
39South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
40Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
41Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
42Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
43Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
44Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
45Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
46Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
47Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
48Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
49Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
50Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
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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 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.