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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 51 | Wms Partners LLC | $5,883,558 | $1,595,611,981 | $693,092,152 | $2,288,704,133 |
| 52 | R.M. Davis Inc. | $632,303 | $2,260,051,777 | $14,342,826 | $2,274,394,603 |
| 53 | Atherton Lane Advisers LLC | $3,307,381 | $2,120,222,579 | $148,641,043 | $2,268,863,622 |
| 54 | Inverness Counsel LLC | $2,186,207 | $2,181,431,772 | $68,174,925 | $2,249,606,697 |
| 55 | Manchester Capital Management LLC | $2,897,567 | $1,856,885,846 | $371,343,415 | $2,228,229,261 |
| 56 | Robertson Griege & Thoele Financial Advisors | $773,492 | $1,970,000,000 | $236,000,000 | $2,206,000,000 |
| 57 | Matter Family Office | $12,915,435 | $0 | $2,182,708,468 | $2,182,708,468 |
| 58 | Silver Bridge | $1,119,087 | $1,889,111,871 | $265,129,999 | $2,154,241,870 |
| 59 | Massey Quick & Co. LLC | $3,673,829 | $398,968,148 | $1,750,222,045 | $2,149,190,193 |
| 60 | Miller Investment Management LP | $9,154,989 | $1,270,314,463 | $862,797,970 | $2,133,112,433 |
| 61 | Arlington Partners LLC | $3,370,084 | $1,118,468,283 | $1,008,054,641 | $2,126,522,924 |
| 62 | Qci Asset Management Inc. | $823,168 | $1,186,122,000 | $925,303,000 | $2,111,425,000 |
| 63 | Cm Wealth Advisors Inc. | $16,175,980 | $1,834,180,890 | $220,168,552 | $2,054,349,442 |
| 64 | Halbert Hargrove | $710,334 | $1,853,195,838 | $191,854,788 | $2,045,050,626 |
| 65 | Wilbanks Smith & Thomas Asset Management LLC | $668,549 | $1,956,551,068 | $41,741,378 | $1,998,292,446 |
| 66 | Century Management | $1,040,701 | $1,966,925,000 | $0 | $1,966,925,000 |
| 67 | H.M. Payson | $850,358 | $1,520,498,035 | $361,344,067 | $1,881,842,102 |
| 68 | Plancorp LLC | $452,170 | $1,868,253,600 | $9,608,200 | $1,877,861,800 |
| 69 | Courier Capital Corp. | $1,788,556 | $631,970,750 | $1,224,550,769 | $1,856,521,519 |
| 70 | South Texas Money Management Ltd. | $856,736 | $1,728,134,542 | $121,559,351 | $1,849,693,893 |
| 71 | Brighton Jones LLC | $2,599,708 | $1,765,061,893 | $67,731,901 | $1,832,793,794 |
| 72 | Foundation Resource Management Inc. | $4,223,693 | $1,803,516,813 | $0 | $1,803,516,813 |
| 73 | Beaumont Financial Partners LLC | $732,607 | $1,349,072,889 | $445,813,944 | $1,794,886,833 |
| 74 | Badgley Phelps Investment Managers | $1,490,721 | $1,439,491,126 | $352,355,950 | $1,791,847,076 |
| 75 | Paul Comstock Partners | $12,707,288 | $0 | $1,766,313,014 | $1,766,313,014 |
| 76 | Spruce Private Investors LLC | $8,279,112 | $1,171,135,558 | $567,477,977 | $1,738,613,535 |
| 77 | Budros Ruhlin & Roe Inc. | $307,323 | $1,651,653,346 | $83,182,943 | $1,734,836,289 |
| 78 | Alesco Advisors LLC | $2,172,845 | $1,690,473,422 | $0 | $1,690,473,422 |
| 79 | We Family Offices | $17,021,827 | $0 | $1,634,095,414 | $1,634,095,414 |
| 80 | Finaccess Advisors LLC | $14,694,799 | $0 | $1,631,122,733 | $1,631,122,733 |
| 81 | Retirement Advisors of America | $497,419 | $1,545,709,248 | $61,947,991 | $1,607,657,239 |
| 82 | Geller Family Office Services LLC | $4,486,898 | $1,210,734,399 | $368,653,847 | $1,579,388,246 |
| 83 | Rinet Company LLC | $1,135,951 | $1,572,155,832 | $0 | $1,572,155,832 |
| 84 | Laird Norton Wealth Management | $1,228,725 | $1,451,075,000 | $119,235,000 | $1,570,310,000 |
| 85 | Southeast Asset Advisors Inc. | $2,065,775 | $611,379,003 | $929,689,410 | $1,541,068,413 |
| 86 | Jmg Financial Group Ltd. | $808,360 | $1,462,722,000 | $69,928,000 | $1,532,650,000 |
| 87 | McCutchen Group LLC | $3,845,449 | $748,236,474 | $751,488,598 | $1,499,725,072 |
| 88 | Balentine LLC | $1,230,781 | $912,111,477 | $570,979,145 | $1,483,090,622 |
| 89 | Concert Wealth Management | $419,065 | $1,465,888,822 | $0 | $1,465,888,822 |
| 90 | Wescott Financial Advisory Group LLC | $4,201,459 | $1,339,004,344 | $123,103,238 | $1,462,107,582 |
| 91 | Sweetwater Investments Inc. | $7,218,575 | $1,100,254,230 | $357,897,987 | $1,458,152,217 |
| 92 | Palladium Registered Investment Advisors | $988,505 | $1,415,671,765 | $23,591,656 | $1,439,263,421 |
| 93 | Windsor Financial Group LLC | $2,005,180 | $460,534,800 | $963,143,000 | $1,423,677,800 |
| 94 | Heritage Investors Management Corp. | $1,427,608 | $1,413,610,844 | $6,858,934 | $1,420,469,778 |
| 95 | The MDE Group Inc. | $1,215,437 | $1,403,830,101 | $0 | $1,403,830,101 |
| 96 | Mainstay Capital Management LLC | $408,781 | $1,400,483,009 | $0 | $1,400,483,009 |
| 97 | Intrepid Capital Management Inc. | $8,408,953 | $1,358,515,446 | $3,734,981 | $1,362,250,427 |
| 98 | Zemenick & Walker Inc. | $8,501,060 | $0 | $1,360,169,525 | $1,360,169,525 |
| 99 | Westmount Asset Management LLC | $485,777 | $1,355,318,189 | $0 | $1,355,318,189 |
| 100 | Mozaic LLC | $32,113,228 | $0 | $1,348,755,581 | $1,348,755,581 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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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.