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
2Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
3Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
4Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
5Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
6Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
7Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
8Main Street Research$1,687,578$1,002,421,529$1,002,421,529
9West Coast Financial$543,692$948,198,992$948,198,992
10DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
11Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
12Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
13Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
14Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
15Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
16Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
17Blankinship & Foster$589,379$503,918,925$503,918,925
18RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
19Waypoint Wealth Partners$805,539$456,740,745$456,740,745
20Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
21Sage Rhino Capital LLC$462,634$426,085,931$426,085,931
22Ma Private Wealth, LLC$346,074$413,212,916$413,212,916
23Lyell Wealth Management LP$2,468,774$387,597,484$387,597,484
24Grubman Wealth Management$510,393$377,690,479$377,690,479
25Silicon Valley Capital Partners, L.P.$375,363$374,612,297$374,612,297
26Blume Capital Management, Inc.$461,139$357,843,724$357,843,724
27HC Financial Advisors Inc$388,572$349,714,747$349,714,747
28Meritas Wealth Management$424,977$345,081,447$345,081,447
29Peninsula Wealth$501,073$330,207,000$330,207,000
30Creative Capital Management Investments LLC$491,358$329,701,448$329,701,448
31Wealthvalues, LLC$1,746,819$312,680,656$312,680,656
32Osher Van De Voorde Investment Management$1,635,955$291,200,000$291,200,000
33Beta Wealth Group, Inc$776,177$280,200,000$280,200,000
34Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,901,739$275,752,186$275,752,186
35Occidental Asset Management, LLC$328,896$271,339,071$271,339,071
36Financial Connections Group, Inc.$370,109$265,368,326$265,368,326
37Concentric Wealth Management$405,510$263,175,796$263,175,796
38Brian D. Lowder, Inc.$412,592$250,856,158$250,856,158
39McCarthy Asset Management, Inc.$341,845$248,521,288$248,521,288
40Chamberlain Financial Planning & Wealth Management$1,523,500$243,760,000$243,760,000
41Curran & Lewis Investment Management, Inc.$460,330$236,149,152$236,149,152
42Fortress Wealth Management, Inc.$406,486$235,761,682$235,761,682
43AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
44VR Advisors, LLC$712,069$226,438,000$226,438,000
45Morling Financial Advisors, LLC$292,433$212,598,965$212,598,965
46Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
47Sirius Wealth Management Strategies, LLC$2,113,407$207,113,918$207,113,918
48The Humphreys Group$1,714,214$193,706,126$193,706,126
49Jess S. Morgan & Company., Inc.$986,984$191,474,903$191,474,903
50Empyrion Wealth Management, Inc.$583,351$188,422,344$188,422,344
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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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