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
2Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
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
8Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
9Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
10Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
11Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
12Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
13Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
14Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
15Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
16Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
17Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
18Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
19Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
20Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
21Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
22SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
23Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
24Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
25Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
26Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
27Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
28Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
29Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
30Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
31Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
32Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
33Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
34Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
35Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
36Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
37Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
38Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
39Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
40Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
41Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
42Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
43Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
44Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
45Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
46Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
47Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
48Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
49Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
50Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
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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.