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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
2Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
3Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
4Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
5Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
6Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
7Mozaic$25,199,281$1,915,145,364$1,915,145,364
8Oakmont Corporation$20,085,385$783,330,016$783,330,016
9Avivar Capital, LLC$16,285,714$228,000,000$228,000,000
10Oak Root LLC$9,709,302$415,000,000$2,500,000$417,500,000
11Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
12Compass Financial Planning, LLC$9,326,131$2,163,040$100,424,398$102,587,438
13Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
14Aperio Group$4,925,444$24,735,579,836$24,735,579,836
15Anchor Capital$4,719,136$415,283,993$415,283,993
16Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
17Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
18Ward & Associates$3,566,550$183,597,734$8,995,978$192,593,712
19Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
20Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
21Anodos Advisors$2,798,905$649,346,000$649,346,000
22Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
23Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
24Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
25Lyell Wealth Management LP$2,468,774$387,597,484$387,597,484
26Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
27Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
28Personal Financial Management$2,191,603$263,667,367$137,395,979$401,063,346
29Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
30Towneley Capital Management$2,153,559$723,595,985$723,595,985
31Sirius Wealth Management Strategies, LLC$2,113,407$207,113,918$207,113,918
32Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
33Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
34Private Capital Management, Inc.$1,905,043$119,691,696$21,281,522$140,973,218
35Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,901,739$275,752,186$275,752,186
36Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
37Rosenblum Silverman Sutton Sf Inc$1,835,569$299,924,522$1,108,833$301,033,355
38Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
39Wealthvalues, LLC$1,746,819$312,680,656$312,680,656
40AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
41Wade Financial Advisory, Inc.$1,718,125$242,798,606$121,443,938$364,242,544
42The Humphreys Group$1,714,214$193,706,126$193,706,126
43Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
44Main Street Research$1,687,578$1,002,421,529$1,002,421,529
45Holbrook Global Strategies$1,642,857$115,000,000$115,000,000
46Osher Van De Voorde Investment Management$1,635,955$291,200,000$291,200,000
47Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
48Delta Wealth Management$1,601,312$296,242,748$296,242,748
49Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
50Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
Next Page »

Showing 1 to 50 of 346 entries

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

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.