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$105,615$88,200,000,000$0$88,200,000,000
2Fisher Investments$1,375,420$53,827,069,320$0$53,827,069,320
3Chevy Chase Trust Company$6,621,475$18,944,040,654$0$18,944,040,654
4Comprehensive Financial Management$486,956,522$11,200,000,000$0$11,200,000,000
5The Mutual Fund Store$119,998$9,620,000,000$0$9,620,000,000
6Johnson Investment Counsel, Inc.$1,034,022$8,194,628,000$0$8,194,628,000
7Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
8Symmetry Partners$173,740$3,840,000,000$0$3,840,000,000
9Ferguson Wellman Capital Management, Inc.$1,808,656$3,834,350,668$0$3,834,350,668
11Becker Capital Management, Inc.$3,666,050$3,090,480,200$0$3,090,480,200
12Arin Risk Advisors$133,319,291$3,066,343,698$0$3,066,343,698
13Cornerstone Advisors Inc$1,315,269$3,008,019,525$0$3,008,019,525
14Dowling & Yahnke$795,295$2,821,706,825$0$2,821,706,825
15Orgel Wealth Management$449,340$2,807,027,739$0$2,807,027,739
16The Bollard Group$9,313,221$2,784,653,071$0$2,784,653,071
17Northcoast Asset Management LLC$359,031$2,513,216,547$0$2,513,216,547
18Index Fund Advisors, Inc.$440,365$2,226,044,093$0$2,226,044,093
19Century Management$1,065,774$2,039,890,498$0$2,039,890,498
20Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
21Foundation Resource Management, Inc.$4,438,454$1,979,550,652$0$1,979,550,652
22Rinet Company$1,259,566$1,855,340,896$0$1,855,340,896
23Mainstay Capital Management$496,115$1,852,988,872$0$1,852,988,872
24Welch Hornsby, Inc.$3,872,080$1,684,354,880$0$1,684,354,880
25Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
26The MDE Group, Inc.$1,174,515$1,493,983,153$0$1,493,983,153
27Yale Capital Corp.$14,231,632$1,380,468,351$0$1,380,468,351
28Radnor Financial Advisors, Inc.$914,217$1,347,555,843$0$1,347,555,843
29Covenant Multi-Family Offices$1,199,118$1,341,813,000$0$1,341,813,000
30Putnam F L Investment Management Co$1,019,713$1,283,819,000$0$1,283,819,000
31Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
32Resource Consulting Group$752,285$1,262,334,504$0$1,262,334,504
33Howland Capital Management$1,177,600$1,251,788,453$0$1,251,788,453
34LBI Wealth Management$5,200,160$1,222,037,547$0$1,222,037,547
35Pinnacle Advisory Group, Inc.$376,892$1,220,000,000$0$1,220,000,000
36Retirement Income Solutions, Inc.$1,189,003$1,198,514,851$0$1,198,514,851
37Hamilton Capital Management Inc$345,590$1,197,468,888$0$1,197,468,888
38Salem Investment Counselors Inc$1,312,775$1,192,000,000$0$1,192,000,000
39Frontier Investment Management Co$624,278$1,188,626,068$0$1,188,626,068
40Bridgewater Advisors Inc.$571,798$1,181,905,895$0$1,181,905,895
41Weatherstone Capital Management$184,353$1,133,768,136$0$1,133,768,136
44Atlas Private Wealth Management, LLC$213,801$1,016,623,152$0$1,016,623,152
45Sapere Wealth Management$1,101,051$1,003,057,475$0$1,003,057,475
46Moody, Lynn & Lieberson, Inc.$1,445,098$997,117,353$0$997,117,353
47Guyasuta Investment Advisors, Incorporated$1,153,829$984,216,000$0$984,216,000
48Planning Alternatives Ltd$398,188$928,972,800$0$928,972,800
49Personal Capital Advisors Corporation$131,146$861,759,448$0$861,759,448
50Windham Brannon Financial Group$608,033$860,974,328$0$860,974,328
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.