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
3Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
4Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
5Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
6Seldon Capital Lp$40,996,043$204,980,216$204,980,216
7Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
8IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
9Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
10LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
11Align Impact, LLC$7,812,692$164,066,530$164,066,530
12Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
13Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
14Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
15Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
16Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
17Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
18Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
19Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
20Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
21Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
22Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
23Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
24Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
25Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
26Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
27Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
28Macroclimate LLC$3,068,341$150,348,700$150,348,700
29Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
30Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
31SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
32Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
33Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
34Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
35Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
36Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
37Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
38Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
39Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
40Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
41Knuff & Company LLC$2,206,131$271,354,155$271,354,155
42Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
43Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
44The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
45Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
46Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
47Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
48Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
49Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
50Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
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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.