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$6,458,283$18,205,900,350$0$18,205,900,350
4Comprehensive Financial Management$486,956,522$11,200,000,000$0$11,200,000,000
5Johnson Investment Counsel, Inc.$1,034,022$8,194,628,000$0$8,194,628,000
6Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
7Symmetry Partners$173,740$3,840,000,000$0$3,840,000,000
8Ferguson Wellman Capital Management, Inc.$1,808,656$3,834,350,668$0$3,834,350,668
10Becker Capital Management, Inc.$3,666,050$3,090,480,200$0$3,090,480,200
11Arin Risk Advisors$133,319,291$3,066,343,698$0$3,066,343,698
12Cornerstone Advisors Inc$1,315,269$3,008,019,525$0$3,008,019,525
13The Bollard Group$9,313,221$2,784,653,071$0$2,784,653,071
14Dowling & Yahnke$806,777$2,757,564,605$0$2,757,564,605
15The Mutual Fund Store$121,589$2,369,897,524$0$2,369,897,524
16Century Management$1,065,774$2,039,890,498$0$2,039,890,498
17Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
18Foundation Resource Management, Inc.$4,438,454$1,979,550,652$0$1,979,550,652
19Rinet Company$1,259,566$1,855,340,896$0$1,855,340,896
20Mainstay Capital Management$489,480$1,804,224,613$0$1,804,224,613
21Welch Hornsby, Inc.$3,872,080$1,684,354,880$0$1,684,354,880
22Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
23The MDE Group, Inc.$1,174,515$1,493,983,153$0$1,493,983,153
24Radnor Financial Advisors, Inc.$914,217$1,347,555,843$0$1,347,555,843
25Covenant Multi-Family Offices$1,199,118$1,341,813,000$0$1,341,813,000
26Putnam F L Investment Management Co$1,019,713$1,283,819,000$0$1,283,819,000
27Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
28Resource Consulting Group$752,285$1,262,334,504$0$1,262,334,504
29Howland Capital Management$1,177,600$1,251,788,453$0$1,251,788,453
30LBI Wealth Management$5,200,160$1,222,037,547$0$1,222,037,547
31Pinnacle Advisory Group, Inc.$376,892$1,220,000,000$0$1,220,000,000
32Retirement Income Solutions, Inc.$1,189,003$1,198,514,851$0$1,198,514,851
33Hamilton Capital Management Inc$345,590$1,197,468,888$0$1,197,468,888
34Salem Investment Counselors Inc$1,312,775$1,192,000,000$0$1,192,000,000
35Frontier Investment Management Co$624,278$1,188,626,068$0$1,188,626,068
36Bridgewater Advisors Inc.$571,798$1,181,905,895$0$1,181,905,895
39Atlas Private Wealth Management, LLC$213,801$1,016,623,152$0$1,016,623,152
40Sapere Wealth Management$1,101,051$1,003,057,475$0$1,003,057,475
41Yale Capital Corp.$10,124,607$1,002,336,081$0$1,002,336,081
42Moody, Lynn & Lieberson, Inc.$1,445,098$997,117,353$0$997,117,353
43Guyasuta Investment Advisors, Incorporated$1,153,829$984,216,000$0$984,216,000
44Planning Alternatives Ltd$398,188$928,972,800$0$928,972,800
45Windham Brannon Financial Group$608,033$860,974,328$0$860,974,328
46Sadoff Investment Management$1,470,923$850,193,449$0$850,193,449
47Heritage Financial Services$267,470$837,448,286$0$837,448,286
48Affiliated Private Investors$5,784,885$833,023,453$0$833,023,453
49Punch & Associates Investment Management, Inc.$635,667$832,723,801$0$832,723,801
50Abacus Planning Group Inc$393,927$804,399,303$0$804,399,303
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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.