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
3Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
4Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
5Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
6Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
7B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
8Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
9Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
10Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
11Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
12Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
13Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
14Westmount Asset Management$643,653$2,583,181,872$53,220,419$2,636,402,291
15Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
16Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
17Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
18Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
19Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
20Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
21Mozaic$25,199,281$1,915,145,364$1,915,145,364
22Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
23Morton Capital Management$662,307$1,690,482,093$71,916,236$1,762,398,329
24Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
25Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
26Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
27Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
28Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
29Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
30Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
31Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
32Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
33Main Street Research$1,687,578$1,002,421,529$1,002,421,529
34Wealth Architects$497,509$897,521,689$70,630,610$968,152,299
35West Coast Financial$543,692$948,198,992$948,198,992
36Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
37Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
38DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
39Dan Goldie Financial Services$631,010$858,173,291$858,173,291
40Weatherly Asset Management$633,336$823,795,037$9,675,041$833,470,078
41Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
42SB Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
43Schnieders Capital Management$878,873$331,062,972$403,674,441$734,737,413
44WESCAP Group$586,983$572,733,000$144,560,000$717,293,000
45Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
46Intellectus Partners, LLC$1,125,466$413,048,048$248,725,786$661,773,834
47Anodos Advisors$2,798,905$649,346,000$649,346,000
48Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
49Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
50Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
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Showing 1 to 50 of 183 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.

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