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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
2Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
3Ohana Advisors$79,317,747$694,985,675$256,827,285$951,812,960
4Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
5Seven Post Investment Office Lp$31,042,731$4,908,146,689$307,032,054$5,215,178,743
6Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
7Avivar Capital, Llc$13,088,235$222,500,000$222,500,000
8Lega Z Advisory Llc$11,783,677$266,830,327$51,328,960$318,159,287
9Align Impact, Llc$8,520,408$119,285,708$119,285,708
10Anchor Capital$7,295,620$386,667,867$386,667,867
11Oak Root Llc$6,363,368$351,712,000$11,000,000$362,712,000
12Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
13Fairview Capital$4,848,747$2,344,223,324$7,418,875$2,351,642,199
14Macroclimate Llc$4,762,531$133,350,868$133,350,868
15Angeles Wealth Management, Llc$4,474,328$457,956,344$25,271,028$483,227,372
16Ward & Associates$4,216,349$204,648,838$10,384,955$215,033,793
17Ward & Associates$4,216,349$204,648,838$10,384,955$215,033,793
18Pensionmark Financial Group, Llc$3,878,404$5,296,322,993$14,789,930,449$20,086,253,442
19Cohen Capital Management Inc$3,546,781$613,593,058$613,593,058
20Anodos Advisors, Llc$3,476,768$719,691,000$719,691,000
21Pillar Pacific Capital Management Llc$3,098,744$1,219,009,526$54,574,269$1,273,583,795
22Portola Partners$3,062,630$4,468,377,318$4,468,377,318
23Lyell Wealth Management Lp$2,901,840$516,527,560$516,527,560
24Alethea Capital Management, Llc$2,728,637$300,150,085$300,150,085
25Litman Gregory Asset Management, Llc$2,687,841$2,030,254,718$2,410,058,736$4,440,313,454
26Pacifica Wealth Advisors, Inc.$2,684,711$119,207,761$12,343,091$131,550,852
27Palo Alto Wealth Advisors, Llc$2,575,259$195,139,552$67,536,859$262,676,411
28Pacific Edge Advisors, Llc$2,527,596$402,698,260$1,717,089$404,415,349
29Wescap Group$2,422,154$625,900,000$161,300,000$787,200,000
30Monograph Wealth Advisors, Llc$2,364,498$1,454,579,005$77,615,982$1,532,194,987
31Towneley Capital Management, Inc.$2,353,752$779,091,955$779,091,955
32Goldstein Munger + Associates$2,239,314$586,885,250$105,062,624$691,947,874
33Johnson Lyman Wealth Advisors$2,232,328$104,577,121$4,806,942$109,384,063
34Knuff & Company Llc$2,224,204$193,505,758$193,505,758
35Emery Howard$2,218,027$1,322,625,061$90,258,065$1,412,883,126
36Salem Partners Advisors Llc Dba Salem Partners Wealth Management$2,103,804$294,532,570$294,532,570
37Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
38Evoke Wealth, Llc$2,073,272$4,414,273,162$244,367,925$4,658,641,087
39Wealthvalues, Llc$2,056,240$357,785,766$357,785,766
40Altamont Wealth Management, Inc.$2,018,636$159,472,253$159,472,253
41Ag Asset Advisory, Llc$1,998,392$293,763,570$293,763,570
42Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
43Wade Financial Advisory, Inc.$1,949,103$426,529,643$95,829,887$522,359,530
44The Humphreys Group$1,945,531$223,736,068$223,736,068
45Atlas Capital Advisors Llc$1,936,986$658,000,000$49,000,000$707,000,000
46Fairbanks Capital Management, Inc.$1,919,144$186,156,934$186,156,934
47Holbrook Global Strategies$1,914,286$134,000,000$134,000,000
48Chamberlain Financial Planning & Wealth Management$1,899,373$320,994,000$320,994,000
49Team Hewins, Llc$1,863,064$1,072,051,853$951,235,812$2,023,287,665
50Ariston Services Group, Llc$1,822,203$399,957,177$17,327,214$417,284,391
Next Page »

Showing 1 to 50 of 351 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8

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.