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
51Mill Creek Capital Advisors$13,810,495$2,701,854,713$778,389,950$3,480,244,663
52Churchill Management Group$370,070$3,365,349,336$25,235,134$3,390,584,470
53Homrich Berg$667,576$3,038,855,519$335,074,969$3,373,930,488
54Bartlett & Co.$1,227,418$3,210,395,381$95,041,281$3,305,436,662
55WE Family Offices$51,759,634$0$3,260,856,956$3,260,856,956
56Signature$3,203,618$3,133,138,169$0$3,133,138,169
57CV Advisors LLC$39,887,692$102,260,000$3,008,980,000$3,111,240,000
58Becker Capital Management, Inc.$3,666,050$3,090,480,200$0$3,090,480,200
59Arin Risk Advisors$133,319,291$3,066,343,698$0$3,066,343,698
60Cornerstone Advisors Inc$1,315,269$3,008,019,525$0$3,008,019,525
61Ashfield Capital Partners$6,896,477$2,138,391,055$806,404,766$2,944,795,821
62Regentatlantic$1,992,583$2,878,330,207$56,744,514$2,935,074,721
63Bingham, Osborn & Scarborough$940,765$2,628,982,600$244,113,900$2,873,096,500
64Northeast Financial Consultants, Inc$1,431,208$1,326,797,131$1,534,187,937$2,860,985,068
65Davis R M Inc$735,529$2,824,819,674$17,264,061$2,842,083,735
66Dowling & Yahnke$795,295$2,821,706,825$0$2,821,706,825
67Executive Monetary Management$19,283,597$51,112,918$2,764,292,292$2,815,405,210
68Orgel Wealth Management$449,340$2,807,027,739$0$2,807,027,739
69Pacific Portfolio Consulting, LLC$12,116,391$525,859,993$2,273,026,258$2,798,886,251
70The Bollard Group$9,313,221$2,784,653,071$0$2,784,653,071
71Alaska Permanent Capital Management Co$6,405,475$2,743,829,279$36,146,899$2,779,976,178
72Balasa Dinverno Foltz$687,831$2,631,488,645$137,717,133$2,769,205,778
73Brick Capital Management Inc$78,685,714$0$2,754,000,000$2,754,000,000
74Manchester Capital Management$2,118,274$2,260,203,484$334,682,578$2,594,886,062
75Miller Investment Management, LP$11,415,112$1,443,306,028$1,147,924,436$2,591,230,464
76CM Wealth Advisors Inc.$18,902,378$2,299,328,257$252,492,736$2,551,820,993
77WMS Partners$6,771,746$1,826,039,673$720,136,879$2,546,176,552
78Threshold Group$1,441,050$915,302,047$1,612,300,210$2,527,602,257
79QCI Asset Management Inc$958,846$1,426,580,199$1,097,101,183$2,523,681,382
80Joel Isaacson & Co.$792,252$1,405,032,130$1,115,121,405$2,520,153,535
81Brighton Jones$3,073,286$2,437,551,905$79,468,977$2,517,020,882
82Northcoast Asset Management LLC$359,031$2,513,216,547$0$2,513,216,547
83Matter Family Office$14,134,729$0$2,487,712,352$2,487,712,352
84Bradley Foster & Sargent Inc$1,020,462$2,449,235,315$27,426,126$2,476,661,441
85Atherton Lane Advisers$3,746,682$2,318,673,250$127,909,818$2,446,583,068
86Plancorp$546,124$2,424,592,900$6,752,200$2,431,345,100
87Massey, Quick & Co.$4,411,451$499,416,624$1,918,058,617$2,417,475,241
88Robertson, Griege & Thoele, Financial Advisors$649,889$1,653,000,000$684,000,000$2,337,000,000
89Wilbanks, Smith & Thomas Asset Management$684,314$2,280,128,133$32,852,756$2,312,980,889
90Clifford Swan Investment Counsel$1,067,879$1,801,805,354$485,591,510$2,287,396,864
91Index Fund Advisors, Inc.$440,365$2,226,044,093$0$2,226,044,093
92H.M. Payson$1,055,802$1,840,141,149$372,820,872$2,212,962,021
93South Texas Money Management, Ltd.$945,183$2,085,804,763$84,334,957$2,170,139,720
94Beaumont Financial Partners$892,829$1,757,025,317$412,548,159$2,169,573,476
95Geller Family Office Services$4,632,073$1,375,366,337$783,179,506$2,158,545,843
96Paul Comstock Partners$13,879,724$0$2,054,199,138$2,054,199,138
97Century Management$1,065,774$2,039,890,498$0$2,039,890,498
98Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
99Badgley Phelps Investment Managers$1,565,466$1,577,327,328$410,814,599$1,988,141,927
100Foundation Resource Management, Inc.$4,438,454$1,979,550,652$0$1,979,550,652
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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.