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$315,000,701$14,175,031,522$14,175,031,522
2Aspiriant, Llc$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
3Jordan Park Group Llc$7,915,729$9,237,655,510$9,237,655,510
4Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
5Dowling & Yahnke, Llc$1,017,722$4,467,799,832$4,467,799,832
6B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
7Evoke Wealth, Llc$202,182$3,545,509,215$223,156,725$3,768,665,940
8Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
9Regis Management Company, Llc$64,204,047$3,402,814,484$3,402,814,484
10Camden Capital, Llc$957,072$2,086,695,918$1,087,911,557$3,174,607,475
11Adviceperiod, Llc$884,345$2,864,140,986$2,906,040$2,867,047,026
12Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
13Westmount Asset Management, Llc$643,653$2,583,181,872$53,220,419$2,636,402,291
14Corient Capital Partners, Llc$773,362$1,739,801,037$618,952,006$2,358,753,043
15Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
16Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
17Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
18Sand Hill Global Advisors, Llc$1,545,165$1,936,854,189$113,580,388$2,050,434,577
19Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
20Mozaic, Llc$25,199,281$1,915,145,364$1,915,145,364
21Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
22Morton Capital Management, Llc$662,307$1,690,482,093$71,916,236$1,762,398,329
23Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
24Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
25Miracle Mile Advisors, Llc$1,006,248$1,399,690,508$1,399,690,508
26Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
27Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
28Lindbrook Capital, Llc$1,020,971$1,036,763,959$178,191,401$1,214,955,360
29Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
30Monograph Wealth Advisors, Llc$2,227,756$1,138,923,275$59,609,609$1,198,532,884
31Pillar Pacific Capital Management Llc$2,522,430$979,654,058$46,974,808$1,026,628,866
32Main Street Research Llc$1,687,578$1,002,421,529$1,002,421,529
33Wealth Architects, Llc$497,509$897,521,689$70,630,610$968,152,299
34West Coast Financial, Llc$543,692$948,198,992$948,198,992
35Frank, Rimerman Advisors Llc$9,439,402$797,555,210$80,309,185$877,864,395
36Weatherly Asset Management$659,356$853,914,237$9,842,344$863,756,581
37Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
38Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
39Sb Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
40Schnieders Capital Management, Llc.$878,873$331,062,972$403,674,441$734,737,413
41Wescap Group$586,983$572,733,000$144,560,000$717,293,000
42Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
43Intellectus Partners, Llc$1,125,466$413,048,048$248,725,786$661,773,834
44Anodos Advisors, Llc$2,798,905$649,346,000$649,346,000
45Avitas Wealth Management, Llc$1,291,711$641,980,143$641,980,143
46Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
47Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
48Abbrea Capital, Llc$885,645$538,284,568$20,557,515$558,842,083
49Werba Rubin Papier Wealth Management, Llc$457,457$551,235,573$551,235,573
50Roof, Eidam & Maycock, Llc$393,098$511,430,285$32,223,604$543,653,889
Next Page »

Showing 1 to 50 of 193 entries

Page 1 | 2 | 3 | 4

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.