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
1Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
2Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
3Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
4Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
5Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
6SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
7Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
8Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
9Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
10Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
11Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
12Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
13Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
14Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
15Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
16Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
17Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
18Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
19Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
20IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
21Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
22Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
23Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
24Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
25Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
26Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
27Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
28Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
29Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
30Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
31Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
32VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
33South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
34Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
35Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
36Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
37Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
38Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
39Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
40Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
41Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
42Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
43Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
44Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
45Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
46Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
47Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
48Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
49Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
50Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
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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.