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
351Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
352Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
353Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
354Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
355Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
356Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
357Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
358South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
359VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
360Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
361Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
362Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
363Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
364Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
365Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
366Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
367Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
368Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
369Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
370Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
371IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
372Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
373Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
374Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
375Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
376Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
377Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
378Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
379Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
380Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
381Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
382Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
383Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
384Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
385SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
386Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
387Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
388Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
389Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
390Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
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Showing 351 to 390 of 390 entries

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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 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.