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$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
3Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
4Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
5IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
6Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
7Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
8Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
9Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
10Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
11Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
12Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
13Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
14Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
15Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
16Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
17Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
18Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
19Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
20Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
21Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
22Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
23Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
24Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
25Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
26Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
27Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
28Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
29Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
30SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
31Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
32Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
33Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
34Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
35Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
36Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
37Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
38Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
39Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
40Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
41Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
42Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
43Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
44Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
45Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
46Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
47Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
48West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
49Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
50Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.