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$109,490$104,000,000,000$0$104,000,000,000
2Fisher Investments$1,180,122$60,756,197,025$0$60,756,197,025
3Chevy Chase Trust Company$6,645,078$21,211,088,683$0$21,211,088,683
4Edelman Financial Services$227,334$14,413,000,000$0$14,413,000,000
5Comprehensive Financial Management$396,428,571$11,100,000,000$0$11,100,000,000
6The Mutual Fund Store$123,970$10,080,000,000$0$10,080,000,000
7Aperio Group$5,412,713$10,045,994,426$0$10,045,994,426
8Johnson Investment Counsel, Inc.$1,043,366$8,675,586,000$0$8,675,586,000
9Ferguson Wellman Capital Management, Inc.$1,837,674$4,211,948,942$0$4,211,948,942
10Symmetry Partners$174,167$4,029,000,000$0$4,029,000,000
11Cornerstone Advisors Inc$950,439$3,368,357,425$0$3,368,357,425
13Becker Capital Management, Inc.$3,487,815$3,250,643,724$0$3,250,643,724
14Orgel Wealth Management$376,291$3,070,533,222$0$3,070,533,222
15Dowling & Yahnke$812,030$2,970,404,776$0$2,970,404,776
16Northcoast Asset Management LLC$322,517$2,805,900,403$0$2,805,900,403
17Geller Family Office Services$4,353,585$2,307,400,000$0$2,307,400,000
18Alesco Advisors$2,503,761$2,213,324,411$0$2,213,324,411
19Foundation Resource Management, Inc.$4,289,693$1,981,838,088$0$1,981,838,088
20Mainstay Capital Management$525,229$1,947,547,280$0$1,947,547,280
21Rinet Company$1,209,765$1,884,814,372$0$1,884,814,372
22Westmount Asset Management$588,767$1,820,468,313$0$1,820,468,313
23Welch Hornsby, Inc.$3,905,213$1,733,914,501$0$1,733,914,501
24Yale Capital Corp.$17,345,194$1,699,828,987$0$1,699,828,987
25Century Management$896,572$1,681,073,396$0$1,681,073,396
26Fairview Capital$5,462,415$1,567,713,063$0$1,567,713,063
27Destination Wealth Management$409,319$1,489,920,024$0$1,489,920,024
28Hamilton Capital Management Inc$350,894$1,470,245,217$0$1,470,245,217
29Frontier Investment Management Co$696,871$1,463,428,143$0$1,463,428,143
30Pinnacle Advisory Group, Inc.$402,183$1,400,000,000$0$1,400,000,000
31LBI Wealth Management$6,401,356$1,376,291,582$0$1,376,291,582
32F.L.Putnam Investment Management Co.$1,033,134$1,364,770,000$0$1,364,770,000
33Radnor Financial Advisors, Inc.$779,554$1,334,595,954$0$1,334,595,954
34Retirement Income Solutions, Inc.$1,219,729$1,334,383,591$0$1,334,383,591
35Resource Consulting Group$744,228$1,319,515,634$0$1,319,515,634
36Salem Investment Counselors Inc$1,297,725$1,312,000,000$0$1,312,000,000
37Brouwer & Janachowski$927,651$1,293,145,387$0$1,293,145,387
38Covenant Multi-Family Offices$1,625,271$1,272,587,000$0$1,272,587,000
39Bridgewater Advisors Inc.$570,313$1,261,532,320$0$1,261,532,320
40Bristlecone Advisors LLC$1,824,825$1,259,129,213$0$1,259,129,213
41The MDE Group, Inc.$745,847$1,254,514,634$0$1,254,514,634
42Personal Capital Advisors Corporation$137,266$1,248,300,000$0$1,248,300,000
44Sheaff Brock Investment Advisors$363,529$1,214,187,000$0$1,214,187,000
46McQueen Ball & Associates Inc$1,026,013$1,186,071,109$0$1,186,071,109
47Guyasuta Investment Advisors, Incorporated$1,213,566$1,081,287,249$0$1,081,287,249
48Atlas Private Wealth Management, LLC$224,583$1,039,144,195$0$1,039,144,195
49Moody, Lynn & Lieberson, Inc.$1,444,015$1,015,142,761$0$1,015,142,761
50Planning Alternatives Ltd$420,845$1,006,239,380$0$1,006,239,380
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.