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
51Finaccess Advisors$25,269,365$0$3,866,212,903$3,866,212,903
52Wetherby Asset Management$1,202,537$3,643,582,567$196,117,008$3,839,699,575
53Halbert Hargrove$1,171,477$2,045,553,575$1,772,288,656$3,817,842,231
54Altair Advisers$6,418,197$812,043,504$2,961,856,565$3,773,900,069
55Gofen and Glossberg$1,251,708$3,516,477,882$249,911,747$3,766,389,629
56Symmetry Partners$165,381$3,751,000,000$0$3,751,000,000
57RMB Capital Management$268,774$3,187,582,573$471,512,960$3,659,095,533
58The Bollard Group$7,009,479$3,523,791,409$30,014,222$3,553,805,631
59Bartlett & Co.$2,897,614$3,255,498,909$102,835,160$3,358,334,069
60Signature$3,238,741$3,316,470,324$0$3,316,470,324
61Brighton Jones$2,912,043$3,219,373,248$77,058,921$3,296,432,169
62Bingham, Osborn & Scarborough$999,433$2,961,406,028$219,788,115$3,181,194,143
63Davis R M Inc$700,348$3,144,041,696$17,329,741$3,161,371,437
64Manchester Capital Management$2,349,774$2,440,947,080$717,148,818$3,158,095,898
65Cornerstone Advisors Inc$812,387$3,121,190,307$0$3,121,190,307
66Dowling & Yahnke$803,015$3,112,486,432$0$3,112,486,432
67Balasa Dinverno Foltz$658,505$2,947,736,799$124,189,167$3,071,925,966
68Becker Capital Management, Inc.$3,019,047$3,037,161,283$0$3,037,161,283
69Regentatlantic$1,974,133$2,975,927,271$56,340,838$3,032,268,109
70Orgel Wealth Management$431,537$3,031,978,000$0$3,031,978,000
71Plancorp$538,072$3,021,766,600$4,351,600$3,026,118,200
72Klingenstein Fields Wealth Advisors$2,670,336$2,958,926,926$5,146,166$2,964,073,092
73Alaska Permanent Capital Management Co$27,498,430$2,801,399,130$140,932,839$2,942,331,969
74Joel Isaacson & Co.$837,611$1,733,214,190$1,185,023,105$2,918,237,295
75WMS Partners$6,858,667$2,031,363,673$856,135,241$2,887,498,914
76QCI Asset Management Inc$1,095,781$1,572,729,208$1,275,205,225$2,847,934,433
77Threshold Group$1,917,213$1,171,900,036$1,657,906,335$2,829,806,371
78Ropes Wealth Advisors$1,342,685$2,672,384,706$149,939,721$2,822,324,427
79Bradley Foster & Sargent Inc$998,675$2,765,083,064$31,207,474$2,796,290,538
80Sawtooth Solutions$284,171$2,776,634,053$0$2,776,634,053
81South Texas Money Management, Ltd.$968,774$2,742,844,139$16,222,895$2,759,067,034
82Pacific Portfolio Consulting, LLC$10,955,429$617,405,237$2,132,407,507$2,749,812,744
83Index Fund Advisors, Inc.$487,141$2,654,516,423$72,496,474$2,727,012,897
84Northcoast Asset Management LLC$287,762$2,605,252,000$100,000,000$2,705,252,000
85Northeast Financial Consultants, Inc$1,429,690$1,215,403,147$1,473,843,358$2,689,246,505
86Sullivan, Bruyette, Speros & Blayney, LLC$2,864,952$2,673,000,000$0$2,673,000,000
87H.M. Payson$1,061,401$2,379,764,504$287,535,049$2,667,299,553
88Inverness Counsel$2,731,120$2,583,963,099$10,600,492$2,594,563,591
89Hartland & Co$1,075,113$1,855,793,243$670,721,373$2,526,514,616
90Miller Investment Management, LP$10,653,030$1,576,883,983$937,231,040$2,514,115,023
91Wilbanks, Smith & Thomas Asset Management$637,188$2,464,758,720$19,636,631$2,484,395,351
92CM Wealth Advisors Inc.$6,503,259$2,231,143,485$240,094,778$2,471,238,263
93Alesco Advisors$2,599,073$2,445,727,347$0$2,445,727,347
94Clifford Swan Investment Counsel$1,035,454$1,947,527,374$444,370,374$2,391,897,748
95MRA Associates$1,499,644$1,348,159,039$1,016,779,974$2,364,939,013
96Geller Family Office Services$4,216,172$2,302,029,890$0$2,302,029,890
97Signaturefd, LLC$2,567,928$1,946,731,918$351,563,737$2,298,295,655
98Paul Comstock Partners$14,136,072$0$2,261,771,559$2,261,771,559
99Brick Capital Management Inc$92,729,167$0$2,225,500,000$2,225,500,000
100Executive Monetary Management$18,020,497$20,294,693$2,178,205,902$2,198,500,595
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.