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 |
|---|---|---|---|---|---|
| 1 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | $812,662,569 | $22,754,551,937 | — | $22,754,551,937 |
| 2 | JORDAN PARK GROUP LLC | $4,284,459 | $17,600,559,329 | — | $17,600,559,329 |
| 3 | IEQ CAPITAL, LLC | $18,987,618 | $17,344,630,164 | $446,767,584 | $17,791,397,748 |
| 4 | EP WEALTH ADVISORS | $798,802 | $14,386,000,000 | $284,000,000 | $14,670,000,000 |
| 5 | ASPIRIANT, LLC | $1,478,085 | $12,334,571,000 | $3,142,461,000 | $15,477,032,000 |
| 6 | LIDO ADVISORS | $1,072,462 | $10,618,505,257 | $433,219,834 | $11,051,725,091 |
| 7 | EVOKE ADVISORS | $1,630,148 | $9,969,680,137 | $487,717,058 | $10,457,397,195 |
| 8 | CHURCHILL MANAGEMENT GROUP | $438,845 | $7,782,747,396 | $132,260,254 | $7,915,007,650 |
| 9 | WETHERBY ASSET MANAGEMENT | $2,063,215 | $7,048,913,505 | $223,917,779 | $7,272,831,284 |
| 10 | SEVEN POST INVESTMENT OFFICE LP | $37,907,265 | $6,633,101,166 | $303,928,282 | $6,937,029,448 |
| 11 | DOWLING & YAHNKE, LLC | $1,264,653 | $5,989,292,627 | $124,037,570 | $6,113,330,197 |
| 12 | PARALLEL ADVISORS, LLC | $531,351 | $5,440,390,425 | $2,766,088 | $5,443,156,513 |
| 13 | BAILARD, INC. | $2,402,230 | $4,977,245,315 | $19,393,175 | $4,996,638,490 |
| 14 | INDEX FUND ADVISORS, INC. | $776,976 | $4,937,682,218 | — | $4,937,682,218 |
| 15 | REGIS MANAGEMENT COMPANY, LLC | $92,566,740 | $4,443,203,516 | — | $4,443,203,516 |
| 16 | COVINGTON CAPITAL MANAGEMENT | $2,449,993 | $4,174,644,284 | $29,544,309 | $4,204,188,593 |
| 17 | RESOLUTE PARTNERS GROUP | $25,007,541 | $4,053,221,990 | $173,052,374 | $4,226,274,364 |
| 18 | PURE FINANCIAL ADVISORS, LLC | $1,176,623 | $4,040,035,677 | $44,024,431 | $4,084,060,108 |
| 19 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 20 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 21 | DESTINATION WEALTH MANAGEMENT | $722,183 | $3,809,515,164 | — | $3,809,515,164 |
| 22 | SAND HILL GLOBAL ADVISORS, LLC | $2,069,285 | $3,530,763,948 | $73,929,922 | $3,604,693,870 |
| 23 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 24 | WESTMOUNT ASSET MANAGEMENT, LLC | $921,586 | $3,455,536,547 | $381,948,894 | $3,837,485,441 |
| 25 | ABACUS WEALTH PARTNERS | $627,506 | $2,869,234,900 | $561,337,700 | $3,430,572,600 |
| 26 | HALBERT HARGROVE | $739,444 | $2,851,845,996 | $179,136,902 | $3,030,982,898 |
| 27 | OAKMONT CORPORATION | $33,321,675 | $2,845,216,205 | $20,447,845 | $2,865,664,050 |
| 28 | WEALTHSPIRE ADVISORS | $774,879 | $2,820,515,552 | $11,668,857 | $2,832,184,409 |
| 29 | LINDBROOK CAPITAL, LLC | $1,355,884 | $2,454,395,565 | $274,999,661 | $2,729,395,226 |
| 30 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 31 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 32 | BAKERAVENUE | $1,245,884 | $2,181,455,628 | $409,983,185 | $2,591,438,813 |
| 33 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | $156,850 | $2,028,386,000 | — | $2,028,386,000 |
| 34 | ASSET DEDICATION, LLC | $387,767 | $2,015,222,595 | — | $2,015,222,595 |
| 35 | MAIN STREET RESEARCH LLC | $849,924 | $1,963,324,024 | — | $1,963,324,024 |
| 36 | VERIS WEALTH PARTNERS, LLC | $1,012,402 | $1,953,273,906 | $169,734,098 | $2,123,008,004 |
| 37 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 38 | POLARIS WEALTH ADVISORY GROUP | $466,008 | $1,874,699,405 | $87,659,240 | $1,962,358,645 |
| 39 | ASHFIELD CAPITAL PARTNERS | $2,908,020 | $1,861,132,845 | — | $1,861,132,845 |
| 40 | ENSEMBLE CAPITAL MANAGEMENT, LLC | $2,465,366 | $1,821,905,823 | — | $1,821,905,823 |
| 41 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 42 | FAIRVIEW CAPITAL | $2,776,276 | $1,646,331,424 | — | $1,646,331,424 |
| 43 | WEST COAST FINANCIAL, LLC | $906,939 | $1,640,652,188 | — | $1,640,652,188 |
| 44 | PRIVATE WEALTH PARTNERS, LLC | $7,038,427 | $1,580,283,355 | $10,401,056 | $1,590,684,411 |
| 45 | WILLOW CREEK WEALTH MANAGEMENT, INC. | $665,114 | $1,571,613,381 | $87,845,748 | $1,659,459,129 |
| 46 | WEALTH ARCHITECTS, LLC | $699,870 | $1,525,413,579 | $126,979,111 | $1,652,392,690 |
| 47 | CHECK CAPITAL MANAGEMENT INC | $765,622 | $1,516,221,789 | $89,287,050 | $1,605,508,839 |
| 48 | ENSO WEALTH MANAGEMENT, LLC | $381,505 | $1,511,908,418 | $291,082,297 | $1,802,990,715 |
| 49 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 50 | GAMBLE JONES INVESTMENT COUNSEL | $1,637,988 | $1,411,898,654 | $574,980,807 | $1,986,879,461 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
