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
401Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
402Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
403Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
404SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
405Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
406Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
407Macroclimate LLC$3,068,341$150,348,700$150,348,700
408Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
409Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
410Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
411Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
412Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
413Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
414Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
415Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
416Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
417Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
418Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
419FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
420Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
421Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
422Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
423Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
424Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
425Align Impact, LLC$7,812,692$164,066,530$164,066,530
426Anchor Capital Management Group, Inc.$8,631,537$431,576,869$431,576,869
427LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
428Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
429IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
430Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
431Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
432Seldon Capital Lp$40,996,043$204,980,216$204,980,216
433Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
434Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
435Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
436Gryphon Advisors, LLC$261,261,954$4,963,977,124$4,963,977,124
437Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
438Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
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Showing 401 to 438 of 438 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.