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
2Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
3Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
4Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
5IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
6EP Wealth Advisors, LLC.$540,131$10,911,000,000$314,000,000$11,225,000,000
7Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
8Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
9Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
10Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
11Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
12Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
13Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
14Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
15Gryphon Advisors, LLC$261,261,954$4,963,977,124$4,963,977,124
16Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
17Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
18Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
19Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
20Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
21Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
22Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
23Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
24Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
25SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
26Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
27Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
28Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
29Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
30Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
31Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
32Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
33Raub Brock Capital Management, Lp$434,124$676,559,612$1,951,624,384$2,628,183,996
34Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
35Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
36FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
37Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
38Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
39Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
40Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
41Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
42Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
43Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
44Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
45Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
46Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
47Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
48Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
49Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
50Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
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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.