Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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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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