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
301Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
302Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
303Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
304The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
305Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
306Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
307Morton Capital Management$662,307$1,690,482,093$71,916,236$1,762,398,329
308Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
309Raub Brock Capital Management, LP$327,986$464,835,537$1,447,979,878$1,912,815,415
310Mozaic$25,199,281$1,915,145,364$1,915,145,364
311Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
312Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
313Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
314Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
315Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
316Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
317Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
318Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
319Parallel Advisors$363,016$2,386,830,147$2,386,830,147
320Westmount Asset Management$643,653$2,583,181,872$53,220,419$2,636,402,291
321Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
322Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
323Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
324Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
325Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
326Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
327Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
328Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
329Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
330B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
331Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
332Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
333EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
334Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
335Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
336Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
337Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
338Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
339Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
340Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
341Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
342Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
343Kayne Anderson Rudnick Investment Management$645,985$17,840,299,332$4,981,721,014$22,822,020,346
344Aperio Group$4,925,444$24,735,579,836$24,735,579,836
345Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
346Financial Engines Advisors$128,980$181,000,000,000$181,000,000,000
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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.

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