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