Numbers Game

Success stories: West

Top fee-only RIAs ranked by total assets under management

Dec 8, 2018 @ 6:00 am

By Ellie Zhu

Rank Firm Phone/website Total Discretionary Nondiscretionary Employees
assets ($M) accounts assets ($M) accounts assets ($M) accounts
1 Hall Capital Partners
One Maritime Plaza, 6th Floor
San Francisco, CA 94111
(415) 288-0544
hallcapital.com
$36,391.90 170 $10,615.00 57 $25,776.90 113 142
2 Comprehensive Financial Management
720 University Avenue, Suite 200
Los Gatos, CA 95032
(408) 358-3316
$15,222.70 43 $15,222.70 43 $0.00 0 27
3 Aspiriant
11100 Santa Monica Boulevard, Suite 600
Los Angeles, CA 90025
(310) 806-4000
aspiriant.com
$12,213.70 8,493 $10,658.70 7,093 $1,555.10 1,400 159
4 Mercer Global Advisors Inc.
1801 East Cabrillo Boulevard
Santa Barbara, CA 93108
(800) 258-1559
facebook.com/merceradvisors
$11,053.50 24,311 $10,656.30 22,802 $397.20 1,509 238
5 Jordan Park Group
100 Pine Street, Suite 2600
San Francisco, CA 94111
(415) 417-3000
linkedin.com/company/jordanpark
$8,128.10 861 $8,128.10 861 $0.00 0 36
6 Personal Capital Advisors Corporation
250 Montgomery Street, Suite 700
San Francisco, CA 94104
(415) 800-5922
personalcapital.com
$7,912.20 44,478 $7,912.20 44,478 $0.00 0 222
7 Churchill Management Group
5900 Wilshire Boulevard, Suite 400
Los Angeles, CA 90036
(323) 937-7110
linkedin.com
$5,992.20 16,607 $5,859.50 16,100 $132.70 507 55
8 Ferguson Wellman Capital Management Inc.
888 SW 5th Avenue, Suite 1200
Portland, OR 97204
(503) 226-1444
facebook.com/fergusonwellman
$5,152.30 2,669 $5,152.30 2,669 $0.00 0 47
9 Scharf Investments
5619 Scotts Valley Drive, Suite 140
Scotts Valley, CA 95066
(831) 429-6513
scharfinvestments.com
$4,993.80 2,053 $3,716.00 2,048 $1,277.80 5 23
10 Brighton Jones
2030 1st Avenue, 3rd Floor
Seattle, WA 98121
(206) 258-5000
brightonjones.com
$4,961.30 1,485 $4,881.70 1,483 $79.60 2 121
11 Wetherby Asset Management
580 California Street, 8th Floor
San Francisco, CA 94104
(415) 399-9159
wetherby.com
$4,715.20 3,485 $4,487.10 3,397 $228.10 88 64
12 Seven Post Investment Office
One Montgomery Street, Suite 3150
San Francisco, CA 94104
(415) 341-9300
sevenpost.com
$4,672.50 321 $4,435.40 294 $237.10 27 16
13 B|O|S
345 California Street, Suite 1100
San Francisco, CA 94104
(415) 781-8535
bosinvest.com
$4,294.70 3,313 $3,718.70 3,153 $576.10 160 41
14 Becker Capital Management Inc.
1211 SW 5th Avenue, Suite 2185
Portland, OR 97204
(503) 223-1720
beckervaluefunds.com
$4,238.90 1,124 $4,238.90 1,124 $0.00 0 28
15 Dowling & Yahnke
12265 El Camino Real, Suite 300
San Diego, CA 92130
(858) 509-9500
dywealth.com
$4,106.60 4,140 $4,106.60 4,140 $0.00 0 40

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