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$121,688$113,000,000,000$0$113,000,000,000
2Fisher Investments$1,128,654$65,441,619,574$0$65,441,619,574
3Chevy Chase Trust Company$6,410,150$23,172,691,091$0$23,172,691,091
4Edelman Financial Services$213,159$14,880,000,000$0$14,880,000,000
5Jasper Ridge Partners$4,855,152$13,317,681,425$0$13,317,681,425
6Aperio Group$5,271,954$13,243,148,689$0$13,243,148,689
7Comprehensive Financial Management$389,482,759$11,295,000,000$0$11,295,000,000
8Johnson Investment Counsel, Inc.$965,018$8,347,405,000$0$8,347,405,000
9Pinnacle Associates, Ltd.$1,612,004$6,020,834,000$0$6,020,834,000
10Global Financial Private Capital, LLC$87,959$5,864,324,208$0$5,864,324,208
11Scharf Investments, LLC$1,938,647$5,118,026,785$0$5,118,026,785
12Ferguson Wellman Capital Management, Inc.$1,786,223$4,311,941,667$0$4,311,941,667
13Savant Capital Management$1,070,544$4,220,000,000$0$4,220,000,000
14Symmetry Partners$169,578$3,864,000,000$0$3,864,000,000
15Zacks Investment Management$695,318$3,335,439,162$0$3,335,439,162
16Dowling & Yahnke$843,110$3,332,814,541$0$3,332,814,541
17Signature$3,238,741$3,316,470,324$0$3,316,470,324
18Cornerstone Advisors Inc$812,387$3,121,190,307$0$3,121,190,307
19Becker Capital Management, Inc.$3,019,047$3,037,161,283$0$3,037,161,283
20Orgel Wealth Management$431,537$3,031,978,000$0$3,031,978,000
21Personal Capital Advisors Corporation$146,166$2,853,461,487$0$2,853,461,487
22Sawtooth Solutions$284,171$2,776,634,053$0$2,776,634,053
23Sullivan, Bruyette, Speros & Blayney, LLC$2,864,952$2,673,000,000$0$2,673,000,000
24Alesco Advisors$2,599,073$2,445,727,347$0$2,445,727,347
25Geller Family Office Services$4,216,172$2,302,029,890$0$2,302,029,890
26Adviser Investments$380,545$2,094,900,000$0$2,094,900,000
27David Vaughan Investments Inc$1,051,224$1,967,892,000$0$1,967,892,000
28Mainstay Capital Management$507,978$1,930,318,035$0$1,930,318,035
29LBI Wealth Management$8,549,090$1,709,817,975$0$1,709,817,975
30Welch Hornsby, Inc.$3,702,571$1,673,562,262$0$1,673,562,262
31The Burney Company$487,604$1,609,093,293$0$1,609,093,293
32Pinnacle Advisory Group, Inc.$420,942$1,600,000,000$0$1,600,000,000
33Hamilton Capital Management Inc$335,545$1,545,185,458$0$1,545,185,458
34Destination Wealth Management$414,443$1,537,581,912$0$1,537,581,912
35Fairview Capital$4,426,779$1,491,824,454$0$1,491,824,454
36Yale Capital Corp.$15,458,433$1,453,092,743$0$1,453,092,743
37Regis Management Company, LLC$35,008,073$1,435,331,000$0$1,435,331,000
38Retirement Income Solutions, Inc.$1,237,868$1,416,120,446$0$1,416,120,446
39F.L.Putnam Investment Management Co.$1,010,966$1,410,297,871$0$1,410,297,871
40Cain, Watters & Associates, PLLC$243,312$1,360,116,221$0$1,360,116,221
41Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
42Portfolio Solutions LLC$753,224$1,350,530,165$0$1,350,530,165
43Envoi$1,757,478$1,311,078,717$0$1,311,078,717
44Resource Consulting Group$714,433$1,302,411,080$0$1,302,411,080
45Wealthcare Capital Management$177,975$1,301,172,948$0$1,301,172,948
46Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
47Salem Investment Counselors Inc$1,343,158$1,276,000,000$0$1,276,000,000
48True North Management Group$158,736,414$1,269,891,313$0$1,269,891,313
49Brightworth$805,341$1,227,340,000$0$1,227,340,000
50Efficient Advisors$152,770$1,184,429,121$0$1,184,429,121
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.