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
51Personal Capital Advisors Corporation$354,243$4,037,663,246$0$4,037,663,246
52Churchill Management Group$304,972$3,936,562,853$92,729,993$4,029,292,846
53Gofen and Glossberg$1,311,386$3,694,302,811$275,263,127$3,969,565,938
54Orgel Wealth Management$562,474$3,256,209,000$708,667,000$3,964,876,000
55Brighton Jones$3,059,421$3,864,523,642$69,892,185$3,934,415,827
56Freestone Capital Management, LLC$559,698$3,221,195,155$657,514,983$3,878,710,138
57The Bollard Group$7,238,441$3,821,742,628$50,823,423$3,872,566,051
58Altair Advisers$6,259,526$939,606,434$2,916,261,325$3,855,867,759
59RGT Wealth Advisors$882,097$3,612,228,620$239,008,984$3,851,237,604
60Chilton Investment Services$2,444,679$3,768,672,000$23,025,000$3,791,697,000
61Bartlett & Co.$3,029,915$3,471,743,815$106,585,935$3,578,329,750
62Dowling & Yahnke, LLC$893,864$3,566,516,863$0$3,566,516,863
63Symmetry Partners$159,105$3,556,000,000$0$3,556,000,000
64Signature$3,377,024$3,542,498,638$0$3,542,498,638
65Bingham, Osborn & Scarborough$1,080,944$3,187,124,800$348,642,735$3,535,767,535
66Becker Capital Management, Inc.$3,354,238$3,508,533,410$0$3,508,533,410
67Balasa Dinverno Foltz$707,109$3,464,832,063$0$3,464,832,063
68WMS Partners$6,709,552$2,408,286,015$1,033,714,041$3,442,000,056
69Plancorp$592,715$3,437,552,700$3,158,400$3,440,711,100
70Davis R M Inc$764,568$3,381,088,115$8,241,923$3,389,330,038
71Threshold Group, LLC$2,402,139$1,479,824,361$1,883,169,895$3,362,994,256
72Zacks Investment Management$695,318$3,335,439,162$0$3,335,439,162
73Cornerstone Advisors Inc$804,503$3,331,448,195$0$3,331,448,195
74Joel Isaacson & Co.$899,897$1,853,019,401$1,433,406,085$3,286,425,486
75Manchester Capital Management$2,445,670$2,444,205,796$820,763,027$3,264,968,823
76Regentatlantic$2,115,811$3,186,940,143$77,756,210$3,264,696,353
77Hartland & Co$1,219,900$2,494,759,233$731,876,507$3,226,635,740
78Pacific Portfolio Consulting, LLC$12,167,492$669,927,085$2,481,453,254$3,151,380,339
79Klingenstein Fields Wealth Advisors$2,837,841$3,141,913,862$5,251,621$3,147,165,483
80QCI Asset Management Inc$1,105,717$1,745,646,182$1,382,426,046$3,128,072,228
81Bradley Foster & Sargent Inc$1,050,853$3,059,254,691$59,676,912$3,118,931,603
82Miller Investment Management, LP$13,187,101$1,597,888,623$1,514,267,249$3,112,155,872
83Index Fund Advisors, Inc.$496,244$2,861,063,293$208,703,343$3,069,766,636
84Ropes Wealth Advisors$1,337,913$2,896,339,465$163,467,845$3,059,807,310
85South Texas Money Management, Ltd.$1,007,635$2,918,333,223$105,578,541$3,023,911,764
86Sullivan, Bruyette, Speros & Blayney, LLC$3,075,393$2,937,000,000$0$2,937,000,000
87H.M. Payson$1,120,369$2,430,123,028$466,031,738$2,896,154,766
88Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
89Northeast Financial Consultants, Inc$1,490,504$1,381,862,749$1,412,832,633$2,794,695,382
90MRA Associates$1,465,126$1,445,320,665$1,260,767,860$2,706,088,525
91Wilbanks, Smith & Thomas Asset Management$673,693$2,645,060,787$38,931,156$2,683,991,943
92Inverness Counsel$2,803,306$2,288,695,461$382,854,805$2,671,550,266
93Cumberland Advisors$1,332,767$2,662,489,022$3,043,993$2,665,533,015
94Lake Street Advisors$1,710,573$909,385,492$1,748,845,300$2,658,230,792
95CM Wealth Advisors Inc.$5,308,681$2,384,999,121$253,415,222$2,638,414,343
96Columbia Pacific Capital Management$3,335,946$1,447,774,000$1,134,248,000$2,582,022,000
97EP Wealth Advisors$415,189$2,484,000,000$91,000,000$2,575,000,000
98Signaturefd, LLC$2,767,426$2,010,720,282$549,149,064$2,559,869,346
99Seaward Management$1,641,237$2,514,374,781$0$2,514,374,781
100Clifford Swan Investment Counsel$1,101,432$1,915,883,479$553,526,931$2,469,410,410
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.