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
2Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
3Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
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
7Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
8B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
9Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
10Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
11Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
12Westmount Asset Management$643,653$2,583,181,872$53,220,419$2,636,402,291
13Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
14Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
15Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
16Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
17Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
18Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
19Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
20Morton Capital Management$662,307$1,690,482,093$71,916,236$1,762,398,329
21Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
22Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
23Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
24Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
25Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
26Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
27Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
28Main Street Research$1,687,578$1,002,421,529$1,002,421,529
29Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
30West Coast Financial$543,692$948,198,992$948,198,992
31Wealth Architects$497,509$897,521,689$70,630,610$968,152,299
32DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
33Weatherly Asset Management$633,336$823,795,037$9,675,041$833,470,078
34Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
35Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
36Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
37SB Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
38Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
39Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
40Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
41WESCAP Group$586,983$572,733,000$144,560,000$717,293,000
42Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
43Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
44Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
45Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
46Roof, Eidam & Maycock$393,098$511,430,285$32,223,604$543,653,889
47Blankinship & Foster$589,379$503,918,925$503,918,925
48The Wealth Collaborative, Inc.$1,175,556$488,192,760$3,189,479$491,382,239
49Jackson Financial Management$267,147$472,375,004$5,016,454$477,391,458
50RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
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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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