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
1Aperio Group$4,925,444$24,735,579,836$24,735,579,836
2Hall Capital Partners Llc$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
3Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
4Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
5Ep Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
6Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
7Parallel Advisors, Llc$363,016$2,386,830,147$2,386,830,147
8Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
9Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
10Sepio Capital, Llc$2,525,269$1,844,400,000$973,800,000$2,818,200,000
11Polaris Greystone Financial Group, Llc$389,860$1,524,173,314$67,235,139$1,591,408,453
12The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
13Bakeravenue$922,535$1,340,786,377$215,530,286$1,556,316,663
14Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
15ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
16Veris Wealth Partners, Llc$655,159$991,467,567$142,613,067$1,134,080,634
17Asset Dedication, Llc$313,455$990,831,486$990,831,486
18Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
19Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
20Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
21Wacker Wealth Partners, Llc$1,346,142$826,482,075$5,433,821$831,915,896
22Team Hewins, Llc$1,587,064$800,374,292$950,156,989$1,750,531,281
23Oakwood Capital Management Llc$954,429$783,586,079$783,586,079
24Oakmont Corporation$20,085,385$783,330,016$783,330,016
25Ensemble Capital Management, Llc$1,465,006$778,855,000$1,993,000$780,848,000
26Rebalance Llc$534,365$756,126,460$756,126,460
27Christopher Weil & Co Inc$425,836$682,280,379$187,275,990$869,556,369
28Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
29Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
30Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
31Rvw Wealth Llc$1,132,762$603,762,046$603,762,046
32Hutchinson Capital Management$884,439$579,568,006$5,930,880$585,498,886
33Telos Capital Management, Inc.$389,080$561,442,974$561,442,974
34Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
35Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
36Spectrum Asset Management Inc$562,818$492,745,501$10,413,374$503,158,875
37Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
38Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
39Worthpointe$342,730$451,375,500$451,375,500
40Bedell Frazier Investment Counselling, Llc.$337,687$451,000,000$1,500,000$452,500,000
41Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
42Creekside Partners$457,892$381,423,931$381,423,931
43Cheviot Value Management, Llc$492,739$357,235,575$357,235,575
44Pacific Edge Advisors, Llc$2,534,938$342,214,316$2,339$342,216,655
45Eagle West Group$450,678$319,080,040$319,080,040
46North Berkeley Investment Partners, Llc$292,876$306,430,000$12,512,000$318,942,000
47Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
48Traverso Chambers Private Wealth Management, Llc$351,019$299,419,000$299,419,000
49Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
50Stevens First Principles Investment Advisors$554,304$281,032,186$281,032,186
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Showing 1 to 50 of 126 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 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.