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
1Financial Engines Advisors$118,298$138,000,000,000$0$138,000,000,000
2Fisher Investments$1,090,233$71,789,691,574$0$71,789,691,574
3Chevy Chase Trust Company$7,606,728$25,528,177,638$0$25,528,177,638
4Edelman Financial Services, LLC$231,608$17,783,062,724$0$17,783,062,724
5Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
6Comprehensive Financial Management LLC$332,757,576$10,981,000,000$0$10,981,000,000
7Johnson Investment Counsel, Inc.$1,053,152$9,109,763,000$0$9,109,763,000
8Appleton Partners,Inc.$1,489,696$8,279,729,129$0$8,279,729,129
9Pinnacle Associates, Ltd.$1,514,695$6,098,162,000$0$6,098,162,000
10Global Financial Private Capital, LLC$89,005$5,676,356,475$0$5,676,356,475
11Savant Capital Management$1,242,031$5,359,364,571$0$5,359,364,571
12Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
13Ferguson Wellman Capital Management, Inc.$2,022,684$4,561,151,863$0$4,561,151,863
14Personal Capital Advisors Corporation$143,110$4,344,382,261$0$4,344,382,261
15Zacks Investment Management$906,316$4,201,682,745$0$4,201,682,745
16Orgel Wealth Management$555,722$3,993,417,000$0$3,993,417,000
17Symmetry Partners$176,644$3,948,000,000$0$3,948,000,000
18Dowling & Yahnke, LLC$929,878$3,774,376,361$0$3,774,376,361
19Signature Family Wealth Advisors$3,377,024$3,542,498,638$0$3,542,498,638
20Becker Capital Management, Inc.$3,354,238$3,508,533,410$0$3,508,533,410
21Balasa Dinverno Foltz$707,109$3,464,832,063$0$3,464,832,063
22Cornerstone Advisors Inc$804,503$3,331,448,195$0$3,331,448,195
23Sullivan, Bruyette, Speros & Blayney, LLC$3,075,393$2,937,000,000$0$2,937,000,000
24Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
25Seaward Management$1,641,237$2,514,374,781$0$2,514,374,781
26Geller Family Office Services$4,449,185$2,469,297,781$0$2,469,297,781
27David Vaughan Investments Inc$1,092,960$2,216,522,000$0$2,216,522,000
28Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
29Foster Group, Inc.$552,065$2,040,982,642$0$2,040,982,642
30Pinnacle Advisory Group, Inc.$395,833$1,900,000,000$0$1,900,000,000
31Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
32Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
33Welch Hornsby, Inc.$3,928,277$1,736,298,531$0$1,736,298,531
34The Burney Company$387,378$1,733,518,165$0$1,733,518,165
35LBI Wealth Management$8,631,238$1,726,247,575$0$1,726,247,575
36Yale Capital Corp.$16,033,565$1,587,322,911$0$1,587,322,911
37Retirement Income Solutions, Inc.$1,328,830$1,532,140,447$0$1,532,140,447
38Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
39Resource Consulting Group$717,888$1,521,922,673$0$1,521,922,673
40Leavell Investment Management, Inc.$1,146,570$1,507,738,955$0$1,507,738,955
41Obermeyer Wood Investment Counsel, LLP$760,377$1,488,057,024$0$1,488,057,024
42Portfolio Solutions LLC$782,873$1,438,136,895$0$1,438,136,895
43Radnor Financial Advisors, LLC$634,153$1,423,672,416$0$1,423,672,416
44Century Management$1,191,505$1,416,699,257$0$1,416,699,257
46Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
48Salem Investment Counselors Inc$933,571$1,307,000,000$0$1,307,000,000
49Guyasuta Investment Advisors, Incorporated$1,229,735$1,274,005,000$0$1,274,005,000
50Efficient Advisors$202,917$1,268,842,230$0$1,268,842,230
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Showing 1 to 50 of 1,937 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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