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$118,298$138,000,000,000$0$138,000,000,000
2Fisher Investments$1,090,233$71,789,691,574$0$71,789,691,574
3Chevy Chase Trust Company$7,606,728$25,528,177,638$0$25,528,177,638
4Edelman Financial Services, LLC$231,608$17,783,062,724$0$17,783,062,724
5Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
6Comprehensive Financial Management LLC$332,757,576$10,981,000,000$0$10,981,000,000
7Johnson Investment Counsel, Inc.$1,053,152$9,109,763,000$0$9,109,763,000
8Appleton Partners,Inc.$1,489,696$8,279,729,129$0$8,279,729,129
9Pinnacle Associates, Ltd.$1,514,695$6,098,162,000$0$6,098,162,000
10Global Financial Private Capital, LLC$89,005$5,676,356,475$0$5,676,356,475
11Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
12Savant Capital Management$1,126,494$4,671,570,623$0$4,671,570,623
13Ferguson Wellman Capital Management, Inc.$2,022,684$4,561,151,863$0$4,561,151,863
14Personal Capital Advisors Corporation$354,243$4,037,663,246$0$4,037,663,246
15Dowling & Yahnke, LLC$893,864$3,566,516,863$0$3,566,516,863
16Symmetry Partners$159,105$3,556,000,000$0$3,556,000,000
18Becker Capital Management, Inc.$3,354,238$3,508,533,410$0$3,508,533,410
19Balasa Dinverno Foltz$707,109$3,464,832,063$0$3,464,832,063
20Zacks Investment Management$695,318$3,335,439,162$0$3,335,439,162
21Cornerstone Advisors Inc$804,503$3,331,448,195$0$3,331,448,195
22Sullivan, Bruyette, Speros & Blayney, LLC$3,075,393$2,937,000,000$0$2,937,000,000
23Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
24Seaward Management$1,641,237$2,514,374,781$0$2,514,374,781
25Geller Family Office Services$4,449,185$2,469,297,781$0$2,469,297,781
26David Vaughan Investments Inc$1,092,960$2,216,522,000$0$2,216,522,000
27Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
28Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
29Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
30Pinnacle Advisory Group, Inc.$400,000$1,800,000,000$0$1,800,000,000
31Welch Hornsby, Inc.$3,928,277$1,736,298,531$0$1,736,298,531
32The Burney Company$387,378$1,733,518,165$0$1,733,518,165
33LBI Wealth Management$8,631,238$1,726,247,575$0$1,726,247,575
34Yale Capital Corp.$16,033,565$1,587,322,911$0$1,587,322,911
35Retirement Income Solutions, Inc.$1,328,830$1,532,140,447$0$1,532,140,447
36Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
37Resource Consulting Group$717,888$1,521,922,673$0$1,521,922,673
38Leavell Investment Management, Inc.$1,146,570$1,507,738,955$0$1,507,738,955
39Portfolio Solutions LLC$782,873$1,438,136,895$0$1,438,136,895
41Radnor Financial Advisors, LLC$634,153$1,423,672,416$0$1,423,672,416
42Brouwer & Janachowski, LLC$849,084$1,417,971,000$0$1,417,971,000
43Century Management$1,191,505$1,416,699,257$0$1,416,699,257
44Covenant Multi-Family Offices$1,214,214$1,393,917,176$0$1,393,917,176
45Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
47Salem Investment Counselors Inc$933,571$1,307,000,000$0$1,307,000,000
48Guyasuta Investment Advisors, Incorporated$1,229,735$1,274,005,000$0$1,274,005,000
49Efficient Advisors$202,917$1,268,842,230$0$1,268,842,230
50Rocky Mountain Advisers$6,811,277$1,266,897,471$0$1,266,897,471
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.