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