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
1Financial Engines Advisors L.L.C.$151,202$229,000,000,000$229,000,000,000
2Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
3Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
4Kayne Anderson Rudnick Investment Management, Llc$786,691$25,685,495,749$7,320,902,440$33,006,398,189
5Pensionmark Financial Group, Llc$3,878,404$5,296,322,993$14,789,930,449$20,086,253,442
6Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
7Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
8Personal Capital Advisors Corporation$195,558$12,240,728,055$12,240,728,055
9Allworth Financial, L.P.$317,893$7,875,238,368$220,540,554$8,095,778,922
10Churchill Management Group$366,624$6,400,581,247$151,729,837$6,552,311,084
11Wetherby Asset Management$1,419,325$5,093,686,405$247,232,218$5,340,918,623
12Seven Post Investment Office Lp$31,042,731$4,908,146,689$307,032,054$5,215,178,743
13Dowling & Yahnke, Llc$1,053,535$4,730,371,019$4,730,371,019
14Evoke Wealth, Llc$2,073,272$4,414,273,162$244,367,925$4,658,641,087
15B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
16Portola Partners$3,062,630$4,468,377,318$4,468,377,318
17Litman Gregory Asset Management, Llc$2,687,841$2,030,254,718$2,410,058,736$4,440,313,454
18Camden Capital, Llc$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
19Index Fund Advisors, Inc.$620,124$4,022,875,212$19,711,428$4,042,586,640
20Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
21Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
22Clifford Swan Investment Counselors$1,359,956$2,648,741,498$604,273,218$3,253,014,716
23Parallel Advisors, Llc$427,668$3,165,930,943$2,661,500$3,168,592,443
24Westmount Asset Management, Llc$758,700$2,988,115,576$74,755,521$3,062,871,097
25Corient Capital Partners, Llc$839,449$2,111,649,506$668,607,161$2,780,256,667
26Destination Wealth Management$585,592$2,752,282,359$2,752,282,359
27Abacus Wealth Partners$477,851$2,336,506,167$389,158,391$2,725,664,558
28Sand Hill Global Advisors, Llc$1,783,338$2,635,949,593$72,941,506$2,708,891,099
29Fairview Capital$4,848,747$2,344,223,324$7,418,875$2,351,642,199
30Private Ocean$616,967$2,284,950,435$9,549,091$2,294,499,526
31Raub Brock Capital Management, Lp$403,037$643,964,575$1,644,078,373$2,288,042,948
32Pure Financial Advisors, Inc.$240,672$2,243,999,364$22,650,486$2,266,649,850
33Morton Capital Management, Llc$740,817$1,950,153,486$86,351,098$2,036,504,584
34Team Hewins, Llc$1,863,064$1,072,051,853$951,235,812$2,023,287,665
35Cardiff Park Advisors$911,042$150,927,888$1,844,253,259$1,995,181,147
36Polaris Greystone Financial Group, Llc$459,509$1,876,246,149$78,043,952$1,954,290,101
37Perigon Wealth Management, Llc$737,977$1,459,000,000$321,000,000$1,780,000,000
38Summitry, Llc$1,245,962$1,708,745,750$60,520,974$1,769,266,724
39Bakeravenue$1,027,355$1,525,649,220$210,580,936$1,736,230,156
40Osborne Partners$1,169,407$1,281,078,584$351,413,164$1,632,491,748
41Gamble Jones Investment Counsel$1,254,122$874,854,737$684,019,043$1,558,873,780
42Laurel Wealth Advisors, Inc.$325,814$1,318,662,512$238,401,298$1,557,063,810
43Monograph Wealth Advisors, Llc$2,364,498$1,454,579,005$77,615,982$1,532,194,987
44Alpha Cubed Investments, Llc$444,498$1,481,098,335$46,197,628$1,527,295,963
45Check Capital Management Inc$673,201$1,439,457,820$77,937,755$1,517,395,575
46Veris Wealth Partners, Llc$808,007$1,304,710,536$201,414,031$1,506,124,567
47Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
48Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
49Emery Howard$2,218,027$1,322,625,061$90,258,065$1,412,883,126
50Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
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Showing 1 to 50 of 351 entries

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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.