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
151Weatherly Asset Management$633,336$823,795,037$9,675,041$833,470,078
152DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
153Wealth Architects$497,509$897,521,689$70,630,610$968,152,299
154West Coast Financial$543,692$948,198,992$948,198,992
155Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
156Main Street Research$1,687,578$1,002,421,529$1,002,421,529
157Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
158Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
159Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
160Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
161Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
162Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
163Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
164Morton Capital Management$662,307$1,690,482,093$71,916,236$1,762,398,329
165Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
166Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
167Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
168Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
169Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
170Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
171Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
172Westmount Asset Management$643,653$2,583,181,872$53,220,419$2,636,402,291
173Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
174Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
175Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
176B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
177Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
178Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
179Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
180Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
181Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
182Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
183Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
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Showing 151 to 183 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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