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
51Bartlett & Co.$1,227,418$3,210,395,381$95,041,281$3,305,436,662
52Signature$3,203,618$3,133,138,169$0$3,133,138,169
53Becker Capital Management, Inc.$3,666,050$3,090,480,200$0$3,090,480,200
54Arin Risk Advisors$133,319,291$3,066,343,698$0$3,066,343,698
55Cornerstone Advisors Inc$1,315,269$3,008,019,525$0$3,008,019,525
56Ashfield Capital Partners$6,896,477$2,138,391,055$806,404,766$2,944,795,821
57Regentatlantic$1,992,583$2,878,330,207$56,744,514$2,935,074,721
58Bingham, Osborn & Scarborough$940,765$2,628,982,600$244,113,900$2,873,096,500
59Northeast Financial Consultants, Inc$1,431,208$1,326,797,131$1,534,187,937$2,860,985,068
60Davis R M Inc$735,529$2,824,819,674$17,264,061$2,842,083,735
61Executive Monetary Management$19,283,597$51,112,918$2,764,292,292$2,815,405,210
62Pacific Portfolio Consulting, LLC$12,116,391$525,859,993$2,273,026,258$2,798,886,251
63The Bollard Group$9,313,221$2,784,653,071$0$2,784,653,071
64Alaska Permanent Capital Management Co$6,405,475$2,743,829,279$36,146,899$2,779,976,178
65Balasa Dinverno Foltz$687,831$2,631,488,645$137,717,133$2,769,205,778
66Dowling & Yahnke$806,777$2,757,564,605$0$2,757,564,605
67Brick Capital Management Inc$78,685,714$0$2,754,000,000$2,754,000,000
68WE Family Offices$44,471,094$0$2,712,736,713$2,712,736,713
69Manchester Capital Management$2,118,274$2,260,203,484$334,682,578$2,594,886,062
70Miller Investment Management, LP$11,415,112$1,443,306,028$1,147,924,436$2,591,230,464
71CM Wealth Advisors Inc.$18,902,378$2,299,328,257$252,492,736$2,551,820,993
72WMS Partners$6,771,746$1,826,039,673$720,136,879$2,546,176,552
73Threshold Group$1,441,050$915,302,047$1,612,300,210$2,527,602,257
74QCI Asset Management Inc$958,846$1,426,580,199$1,097,101,183$2,523,681,382
75Joel Isaacson & Co.$792,252$1,405,032,130$1,115,121,405$2,520,153,535
76Brighton Jones$3,073,286$2,437,551,905$79,468,977$2,517,020,882
77Matter Family Office$14,134,729$0$2,487,712,352$2,487,712,352
78Bradley Foster & Sargent Inc$1,020,462$2,449,235,315$27,426,126$2,476,661,441
79Atherton Lane Advisers$3,746,682$2,318,673,250$127,909,818$2,446,583,068
80Plancorp$546,124$2,424,592,900$6,752,200$2,431,345,100
81Massey, Quick & Co.$4,411,451$499,416,624$1,918,058,617$2,417,475,241
82The Mutual Fund Store$121,589$2,369,897,524$0$2,369,897,524
83Robertson, Griege & Thoele, Financial Advisors$649,889$1,653,000,000$684,000,000$2,337,000,000
84Wilbanks, Smith & Thomas Asset Management$684,314$2,280,128,133$32,852,756$2,312,980,889
85Clifford Swan Investment Counsel$1,067,879$1,801,805,354$485,591,510$2,287,396,864
86H.M. Payson$1,055,802$1,840,141,149$372,820,872$2,212,962,021
87South Texas Money Management, Ltd.$945,183$2,085,804,763$84,334,957$2,170,139,720
88Geller Family Office Services$4,632,073$1,375,366,337$783,179,506$2,158,545,843
89Paul Comstock Partners$13,879,724$0$2,054,199,138$2,054,199,138
90Century Management$1,065,774$2,039,890,498$0$2,039,890,498
91Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
92Badgley Phelps Investment Managers$1,565,466$1,577,327,328$410,814,599$1,988,141,927
93Beaumont Financial Partners$818,278$1,444,124,764$536,108,492$1,980,233,256
94Foundation Resource Management, Inc.$4,438,454$1,979,550,652$0$1,979,550,652
95Zemenick & Walker Inc$11,494,582$0$1,965,573,546$1,965,573,546
96Retirement Advisors Of America$534,072$1,920,845,447$43,472,675$1,964,318,122
97Budros, Ruhlin & Roe, Inc.$349,756$1,857,287,175$100,295,846$1,957,583,021
98Rinet Company$1,259,566$1,855,340,896$0$1,855,340,896
99Wescott Financial Advisory Group$4,417,694$1,678,521,077$141,568,723$1,820,089,800
100Mainstay Capital Management$489,480$1,804,224,613$0$1,804,224,613
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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.