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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors LLC | $77,006 | $47,500,000,000 | N/A | $47,500,000,000 |
| 2 | Comprehensive Financial Management LLC | $464,705,882 | $7,900,000,000 | N/A | $7,900,000,000 |
| 3 | Johnson Investment Counsel Inc. | $894,414 | $6,766,245,000 | N/A | $6,766,245,000 |
| 4 | Chilton Private Clients LLC | $4,790,917 | $4,613,653,360 | N/A | $4,613,653,360 |
| 5 | Symmetry Partners | $131,011 | $3,212,000,000 | N/A | $3,212,000,000 |
| 6 | Ferguson Wellman Capital Management Inc. | $1,575,056 | $2,915,429,525 | N/A | $2,915,429,525 |
| 7 | Riverbridge Partners | $933,025 | $2,558,354,112 | N/A | $2,558,354,112 |
| 8 | Signature | $2,960,245 | $2,504,367,594 | N/A | $2,504,367,594 |
| 9 | Cornerstone Advisors Inc. | $1,270,971 | $2,500,000,000 | N/A | $2,500,000,000 |
| 10 | Becker Capital Management Inc. | $2,713,461 | $2,282,020,646 | N/A | $2,282,020,646 |
| 11 | Dowling & Yahnke LLC | $716,957 | $2,130,796,749 | N/A | $2,130,796,749 |
| 12 | Aperio Group LLC | $3,548,514 | $2,065,234,873 | N/A | $2,065,234,873 |
| 13 | Foundation Resource Management Inc. | $4,870,964 | $1,938,643,818 | N/A | $1,938,643,818 |
| 14 | Century Management | $981,311 | $1,926,314,144 | N/A | $1,926,314,144 |
| 15 | RobertsonGriege & ThoeleFinancial Advisors | $576,923 | $1,500,000,000 | N/A | $1,500,000,000 |
| 16 | Merriman LLC | $284,097 | $1,448,892,928 | N/A | $1,448,892,928 |
| 17 | Index Funds Advisors Inc. | $325,240 | $1,444,717,070 | N/A | $1,444,717,070 |
| 18 | Alesco Advisors LLC | $2,015,799 | $1,439,280,641 | N/A | $1,439,280,641 |
| 19 | Rinet Company LLC | $981,562 | $1,345,721,880 | N/A | $1,345,721,880 |
| 20 | The Mde Group Inc. | $1,102,885 | $1,299,199,052 | N/A | $1,299,199,052 |
| 21 | Mainstay Capital Management LLC | $365,022 | $1,237,790,507 | N/A | $1,237,790,507 |
| 22 | Caprin Asset Management LLC | $1,648,866 | $1,139,366,091 | N/A | $1,139,366,091 |
| 23 | Salem Investment Counselors Inc. | $1,235,294 | $1,050,000,000 | N/A | $1,050,000,000 |
| 24 | Mcqueen Ball & Associates Inc. | $747,875 | $1,047,024,365 | N/A | $1,047,024,365 |
| 25 | Radnor Financial Advisors Inc. | $779,004 | $1,030,622,481 | N/A | $1,030,622,481 |
| 26 | The Portfolio Strategy Group Inc. | $633,710 | $1,009,500,000 | N/A | $1,009,500,000 |
| 27 | Sand Hill Global Advisors LLC | $5,906,832 | $951,000,000 | N/A | $951,000,000 |
| 28 | Pinnacle Advisory Group Inc. | $340,706 | $896,737,970 | N/A | $896,737,970 |
| 29 | Retirement Inc.ome Solutions Inc. | $1,032,979 | $876,999,169 | N/A | $876,999,169 |
| 30 | Sapere Wealth Management LLC | $842,763 | $874,788,464 | N/A | $874,788,464 |
| 31 | Envoi LLC | $1,921,432 | $855,037,275 | N/A | $855,037,275 |
| 32 | Guyasuta Investment Advisors Inc.orporated | $896,151 | $817,290,000 | N/A | $817,290,000 |
| 33 | Fairport Asset Management | $713,688 | $810,750,031 | N/A | $810,750,031 |
| 34 | Brightworth LLC | $756,290 | $788,053,700 | N/A | $788,053,700 |
| 35 | Hamilton Capital Management Inc. | $253,048 | $771,038,355 | N/A | $771,038,355 |
| 36 | Bloom Asset Management Inc. | $183,318 | $733,270,041 | N/A | $733,270,041 |
| 37 | Foster & Motley Inc. | $1,850,000 | $684,500,160 | N/A | $684,500,160 |
| 38 | Abacus Planning Group Inc. | $325,036 | $652,022,426 | N/A | $652,022,426 |
| 39 | Windham Brannon Financial Group LLC | $394,301 | $650,597,153 | N/A | $650,597,153 |
| 40 | Tanglewood Wealth Management Inc. | $837,271 | $648,048,000 | N/A | $648,048,000 |
| 41 | Rex Capital Advisors LLC | $1,447,715 | $635,547,098 | N/A | $635,547,098 |
| 42 | Rainier Group Investment Advisory LLC | $444,939 | $626,029,055 | N/A | $626,029,055 |
| 43 | Heritage Financial Services Inc. | $962,446 | $624,627,694 | N/A | $624,627,694 |
| 44 | Kaufman + Bernstein Inc. | $2,007,687 | $620,375,186 | N/A | $620,375,186 |
| 45 | Congress Wealth Management LLC | $796,341 | $619,553,645 | N/A | $619,553,645 |
| 46 | Total Investment Management Inc. | $243,551 | $616,426,800 | N/A | $616,426,800 |
| 47 | Brinton Eaton | $689,744 | $609,733,608 | N/A | $609,733,608 |
| 48 | Bedel Financial Consulting Inc. | $228,757 | $592,938,003 | N/A | $592,938,003 |
| 49 | Sadoff Investment Management LLC | $1,086,924 | $590,200,000 | N/A | $590,200,000 |
| 50 | Zephyr ManagementL.P. | $2,950,509 | $575,349,228 | N/A | $575,349,228 |
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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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.