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$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
2COMPREHENSIVE FINANCIAL MANAGEMENT LLC$379,152,348$17,061,855,642$17,061,855,642
3ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
4JORDAN PARK GROUP LLC$5,859,397$11,683,637,375$11,683,637,375
5IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
6EP WEALTH ADVISORS$523,493$6,690,000,000$240,000,000$6,930,000,000
7CHURCHILL MANAGEMENT GROUP$366,624$6,400,581,247$151,729,837$6,552,311,084
8WETHERBY ASSET MANAGEMENT$1,419,325$5,093,686,405$247,232,218$5,340,918,623
9SEVEN POST INVESTMENT OFFICE LP$31,042,731$4,908,146,689$307,032,054$5,215,178,743
10DOWLING & YAHNKE, LLC$1,053,535$4,730,371,019$4,730,371,019
11EVOKE WEALTH, LLC$2,073,272$4,414,273,162$244,367,925$4,658,641,087
12B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
13GRYPHON ADVISORS, LLC$223,937,530$4,478,750,594$4,478,750,594
14PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
15CAMDEN CAPITAL, LLC$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
16INDEX FUND ADVISORS, INC.$620,124$4,022,875,212$19,711,428$4,042,586,640
17REGIS MANAGEMENT COMPANY, LLC$70,195,332$3,720,352,601$3,720,352,601
18SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
19ADVICEPERIOD, LLC$961,391$3,466,237,641$1,498,037$3,467,735,678
20BAILARD, INC.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
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
29HALBERT HARGROVE$689,679$2,339,780,493$199,616,479$2,539,396,972
30FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
31PRIVATE OCEAN$616,967$2,284,950,435$9,549,091$2,294,499,526
32RAUB BROCK CAPITAL MANAGEMENT, LP$403,037$643,964,575$1,644,078,373$2,288,042,948
33PURE FINANCIAL ADVISORS, INC.$240,672$2,243,999,364$22,650,486$2,266,649,850
34MORTON CAPITAL MANAGEMENT, LLC$740,817$1,950,153,486$86,351,098$2,036,504,584
35TEAM HEWINS, LLC$1,863,064$1,072,051,853$951,235,812$2,023,287,665
36CARDIFF PARK ADVISORS$911,042$150,927,888$1,844,253,259$1,995,181,147
37SUMMITRY, LLC$1,245,962$1,708,745,750$60,520,974$1,769,266,724
38BAKERAVENUE$1,027,355$1,525,649,220$210,580,936$1,736,230,156
39OSBORNE PARTNERS$1,169,407$1,281,078,584$351,413,164$1,632,491,748
40REILLY FINANCIAL ADVISORS$193,595$1,545,808,076$56,380,834$1,602,188,910
41GAMBLE JONES INVESTMENT COUNSEL$1,254,122$874,854,737$684,019,043$1,558,873,780
42MONOGRAPH WEALTH ADVISORS, LLC$2,364,498$1,454,579,005$77,615,982$1,532,194,987
43CHECK CAPITAL MANAGEMENT INC$673,201$1,439,457,820$77,937,755$1,517,395,575
44VERIS WEALTH PARTNERS, LLC$808,007$1,304,710,536$201,414,031$1,506,124,567
45MIRACLE MILE ADVISORS, LLC$1,042,800$1,470,252,353$5,309,271$1,475,561,624
46EMERY HOWARD$2,218,027$1,322,625,061$90,258,065$1,412,883,126
47FRANK, RIMERMAN ADVISORS LLC$14,266,845$1,187,475,879$210,674,927$1,398,150,806
48OAKMONT CORPORATION$14,879,619$1,330,141,092$9,024,650$1,339,165,742
49CALIFORNIA FINANCIAL ADVISORS$471,802$885,014,182$405,364,683$1,290,378,865
50LINDBROOK CAPITAL, LLC$1,057,950$1,115,640,008$174,000,688$1,289,640,696
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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.