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$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
2Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
3Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
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
10B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
11Portola Partners$3,062,630$4,468,377,318$4,468,377,318
12Camden Capital, Llc$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
13Index Fund Advisors, Inc.$620,124$4,022,875,212$19,711,428$4,042,586,640
14Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
15Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
16Clifford Swan Investment Counselors$1,359,956$2,648,741,498$604,273,218$3,253,014,716
17Parallel Advisors, Llc$427,668$3,165,930,943$2,661,500$3,168,592,443
18Westmount Asset Management, Llc$758,700$2,988,115,576$74,755,521$3,062,871,097
19Corient Capital Partners, Llc$839,449$2,111,649,506$668,607,161$2,780,256,667
20Destination Wealth Management$585,592$2,752,282,359$2,752,282,359
21Abacus Wealth Partners$477,851$2,336,506,167$389,158,391$2,725,664,558
22Sand Hill Global Advisors, Llc$1,783,338$2,635,949,593$72,941,506$2,708,891,099
23Private Ocean$616,967$2,284,950,435$9,549,091$2,294,499,526
24Pure Financial Advisors, Inc.$240,672$2,243,999,364$22,650,486$2,266,649,850
25Morton Capital Management, Llc$740,817$1,950,153,486$86,351,098$2,036,504,584
26Team Hewins, Llc$1,863,064$1,072,051,853$951,235,812$2,023,287,665
27Cardiff Park Advisors$911,042$150,927,888$1,844,253,259$1,995,181,147
28Polaris Greystone Financial Group, Llc$459,509$1,876,246,149$78,043,952$1,954,290,101
29Perigon Wealth Management, Llc$737,977$1,459,000,000$321,000,000$1,780,000,000
30Summitry, Llc$1,245,962$1,708,745,750$60,520,974$1,769,266,724
31Bakeravenue$1,027,355$1,525,649,220$210,580,936$1,736,230,156
32Osborne Partners$1,169,407$1,281,078,584$351,413,164$1,632,491,748
33Gamble Jones Investment Counsel$1,254,122$874,854,737$684,019,043$1,558,873,780
34Monograph Wealth Advisors, Llc$2,364,498$1,454,579,005$77,615,982$1,532,194,987
35Alpha Cubed Investments, Llc$444,498$1,481,098,335$46,197,628$1,527,295,963
36Check Capital Management Inc$673,201$1,439,457,820$77,937,755$1,517,395,575
37Veris Wealth Partners, Llc$808,007$1,304,710,536$201,414,031$1,506,124,567
38Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
39Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
40Emery Howard$2,218,027$1,322,625,061$90,258,065$1,412,883,126
41Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
42Reilly Financial Advisors$177,912$1,302,906,016$47,268,679$1,350,174,695
43Lindbrook Capital, Llc$1,057,950$1,115,640,008$174,000,688$1,289,640,696
44Pillar Pacific Capital Management Llc$3,098,744$1,219,009,526$54,574,269$1,273,583,795
45Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
46Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
47Wealth Architects, Llc$506,759$1,084,029,690$89,625,248$1,173,654,938
48West Coast Financial, Llc$700,735$1,139,394,644$1,139,394,644
49Equius Partners, Inc.$705,661$1,037,386,815$30,278,122$1,067,664,937
50Wacker Wealth Partners, Llc$1,544,623$978,812,113$6,657,578$985,469,691
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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.