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
1Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
2Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
3Gryphon Advisors, LLC$261,261,954$4,963,977,124$4,963,977,124
4Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
5Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
6Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
7Seldon Capital Lp$40,996,043$204,980,216$204,980,216
8Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
9Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
10IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
11Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
12LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
13Anchor Capital Management Group, Inc.$8,631,537$431,576,869$431,576,869
14Align Impact, LLC$7,812,692$164,066,530$164,066,530
15Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
16Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
17Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
18Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
19Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
20FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
21Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
22Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
23Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
24Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
25Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
26Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
27Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
28Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
29Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
30Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
31Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
32Macroclimate LLC$3,068,341$150,348,700$150,348,700
33Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
34Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
35SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
36Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
37Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
38Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
39Towneley Capital Management, Inc.$2,447,392$849,245,103$849,245,103
40Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
41Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
42Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
43Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
44Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
45Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
46Knuff & Company LLC$2,206,131$271,354,155$271,354,155
47Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
48Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
49The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
50Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
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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.