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
51Seven Bridges Advisors$25,776,295$576,580,000$1,872,168,000$2,448,748,000
52Becker Capital Management Inc.$2,961,244$2,413,414,107$0$2,413,414,107
53Manchester Capital Management$2,975,687$2,039,110,207$371,196,540$2,410,306,747
54Regentatlantic$1,543,046$2,305,000,000$25,000,000$2,330,000,000
55Balasa Dinverno Foltz$633,221$2,183,560,727$121,995,876$2,305,556,603
56WMS Partners$5,883,558$1,595,611,981$693,092,152$2,288,704,133
57R.M. Davis Inc.$632,303$2,260,051,777$14,342,826$2,274,394,603
58Atherton Lane Advisers$3,307,381$2,120,222,579$148,641,043$2,268,863,622
59Inverness Counsel$2,186,207$2,181,431,772$68,174,925$2,249,606,697
60Robertson, Griege & Thoele, Financial Advisors$773,492$1,970,000,000$236,000,000$2,206,000,000
61The Mutual Fund Store$113,633$2,187,436,960$0$2,187,436,960
62Matter Family Office$12,915,435$0$2,182,708,468$2,182,708,468
63WE Family Offices$35,472,297$0$2,163,810,117$2,163,810,117
64Massey, Quick & Co.$3,673,829$398,968,148$1,750,222,045$2,149,190,193
65Miller Investment Management$9,154,989$1,270,314,463$862,797,970$2,133,112,433
66Arlington Partners$3,370,084$1,118,468,283$1,008,054,641$2,126,522,924
67QCI Asset Management Inc.$823,168$1,186,122,000$925,303,000$2,111,425,000
68Joel Isaacson & Co.$661,700$1,084,830,985$980,335,443$2,065,166,428
69CM Wealth Advisors Inc.$16,175,980$1,834,180,890$220,168,552$2,054,349,442
70Halbert Hargrove$710,334$1,853,195,838$191,854,788$2,045,050,626
71Wilbanks, Smith & Thomas Asset Management$668,549$1,956,551,068$41,741,378$1,998,292,446
72Beaumont Financial Partners$809,045$1,503,966,729$478,193,346$1,982,160,075
73Century Management$1,040,701$1,966,925,000$0$1,966,925,000
74Paul Comstock Partners$12,572,414$0$1,885,862,120$1,885,862,120
75H.M. Payson$850,358$1,520,498,035$361,344,067$1,881,842,102
76PlanCorp.$452,170$1,868,253,600$9,608,200$1,877,861,800
77South Texas Money Management, $862,255$1,787,157,020$77,900,117$1,865,057,137
78Courier Capital Corp.$1,788,556$631,970,750$1,224,550,769$1,856,521,519
79Brighton Jones$2,599,708$1,765,061,893$67,731,901$1,832,793,794
80Foundation Resource Management Inc.$4,223,693$1,803,516,813$0$1,803,516,813
81Badgley Phelps Investment Managers$1,490,721$1,439,491,126$352,355,950$1,791,847,076
82Spruce Private Investors$8,279,112$1,171,135,558$567,477,977$1,738,613,535
83Budros, Ruhlin & Roe Inc.$307,323$1,651,653,346$83,182,943$1,734,836,289
84Alesco Advisors$2,172,845$1,690,473,422$0$1,690,473,422
85Finaccess Advisors$14,694,799$0$1,631,122,733$1,631,122,733
86Retirement Advisors of America$497,419$1,545,709,248$61,947,991$1,607,657,239
87Geller Family Office Services$4,146,421$1,154,802,149$449,862,650$1,604,664,799
88Rinet Co.$1,135,951$1,572,155,832$0$1,572,155,832
89Laird Norton Wealth Management$1,228,725$1,451,075,000$119,235,000$1,570,310,000
90Mainstay Capital Management$442,129$1,562,927,103$0$1,562,927,103
91Southeast Asset Advisors Inc.$2,065,775$611,379,003$929,689,410$1,541,068,413
92JMG Financial Group $808,360$1,462,722,000$69,928,000$1,532,650,000
93McCutchen Group$3,845,449$748,236,474$751,488,598$1,499,725,072
94Balentine$1,230,781$912,111,477$570,979,145$1,483,090,622
95Wescott Financial Advisory Group$4,201,459$1,339,004,344$123,103,238$1,462,107,582
96Sweetwater Investments Inc.$7,218,575$1,100,254,230$357,897,987$1,458,152,217
97Palladium Registered Investment Advisors$988,505$1,415,671,765$23,591,656$1,439,263,421
98Windsor Financial Group$2,005,180$460,534,800$963,143,000$1,423,677,800
99Heritage Investors Management Corp.$1,427,608$1,413,610,844$6,858,934$1,420,469,778
100The MDE Group Inc.$1,215,437$1,403,830,101$0$1,403,830,101
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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, 2012. (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.