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
1Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
2Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
3Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
4Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
5Allworth Financial, L.P.$317,893$7,875,238,368$220,540,554$8,095,778,922
6Churchill Management Group$366,624$6,400,581,247$151,729,837$6,552,311,084
7Wetherby Asset Management$1,419,325$5,093,686,405$247,232,218$5,340,918,623
8Dowling & Yahnke, Llc$1,053,535$4,730,371,019$4,730,371,019
9Evoke Wealth, Llc$2,073,272$4,414,273,162$244,367,925$4,658,641,087
10Index Fund Advisors, Inc.$620,124$4,022,875,212$19,711,428$4,042,586,640
11B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
12Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
13Parallel Advisors, Llc$427,668$3,165,930,943$2,661,500$3,168,592,443
14Westmount Asset Management, Llc$758,700$2,988,115,576$74,755,521$3,062,871,097
15Destination Wealth Management$585,592$2,752,282,359$2,752,282,359
16Clifford Swan Investment Counselors$1,359,956$2,648,741,498$604,273,218$3,253,014,716
17Sand Hill Global Advisors, Llc$1,783,338$2,635,949,593$72,941,506$2,708,891,099
18Abacus Wealth Partners$477,851$2,336,506,167$389,158,391$2,725,664,558
19Private Ocean$616,967$2,284,950,435$9,549,091$2,294,499,526
20Pure Financial Advisors, Inc.$240,672$2,243,999,364$22,650,486$2,266,649,850
21Camden Capital, Llc$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
22Corient Capital Partners, Llc$839,449$2,111,649,506$668,607,161$2,780,256,667
23Morton Capital Management, Llc$740,817$1,950,153,486$86,351,098$2,036,504,584
24Polaris Greystone Financial Group, Llc$459,509$1,876,246,149$78,043,952$1,954,290,101
25Summitry, Llc$1,245,962$1,708,745,750$60,520,974$1,769,266,724
26Bakeravenue$1,027,355$1,525,649,220$210,580,936$1,736,230,156
27Alpha Cubed Investments, Llc$444,498$1,481,098,335$46,197,628$1,527,295,963
28Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
29Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
30Perigon Wealth Management, Llc$737,977$1,459,000,000$321,000,000$1,780,000,000
31Monograph Wealth Advisors, Llc$2,364,498$1,454,579,005$77,615,982$1,532,194,987
32Check Capital Management Inc$673,201$1,439,457,820$77,937,755$1,517,395,575
33Emery Howard$2,218,027$1,322,625,061$90,258,065$1,412,883,126
34Veris Wealth Partners, Llc$808,007$1,304,710,536$201,414,031$1,506,124,567
35Reilly Financial Advisors$177,912$1,302,906,016$47,268,679$1,350,174,695
36Osborne Partners$1,169,407$1,281,078,584$351,413,164$1,632,491,748
37Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
38Pillar Pacific Capital Management Llc$3,098,744$1,219,009,526$54,574,269$1,273,583,795
39Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
40Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
41West Coast Financial, Llc$700,735$1,139,394,644$1,139,394,644
42Lindbrook Capital, Llc$1,057,950$1,115,640,008$174,000,688$1,289,640,696
43Wealth Architects, Llc$506,759$1,084,029,690$89,625,248$1,173,654,938
44Team Hewins, Llc$1,863,064$1,072,051,853$951,235,812$2,023,287,665
45Equius Partners, Inc.$705,661$1,037,386,815$30,278,122$1,067,664,937
46Wacker Wealth Partners, Llc$1,544,623$978,812,113$6,657,578$985,469,691
47Steel Peak Wealth Management, Llc$244,096$957,673,366$18,953,053$976,626,419
48Weatherly Asset Management$719,237$878,431,577$9,826,618$888,258,195
49Gamble Jones Investment Counsel$1,254,122$874,854,737$684,019,043$1,558,873,780
50Oakwood Capital Management Llc$1,054,037$855,877,721$855,877,721
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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 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.