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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 | Homrich Berg | $643,438 | $1,813,266,163 | $453,566,097 | $2,266,832,260 |
| 52 | Douglas C. Lane & Associates Inc. | $699,611 | $2,230,290,265 | $25,254,478 | $2,255,544,743 |
| 53 | Thomaspartners Inc. | $518,851 | $2,093,243,000 | $119,657,000 | $2,212,900,000 |
| 54 | First Foundation Advisors | $831,537 | $2,077,455,310 | $64,584,387 | $2,142,039,697 |
| 55 | Davis R M Inc. | $626,460 | $2,126,833,485 | $10,648,057 | $2,137,481,542 |
| 56 | BinghamOsborn & Scarborough LLC | $648,157 | $1,767,551,000 | $369,421,500 | $2,136,972,500 |
| 57 | Dowling & Yahnke LLC | $716,957 | $2,130,796,749 | N/A | $2,130,796,749 |
| 58 | Arlington Partners LLC | $3,164,729 | $1,179,175,968 | $928,533,294 | $2,107,709,262 |
| 59 | Financial Management Partners | $12,911,642 | N/A | $2,104,597,599 | $2,104,597,599 |
| 60 | Aperio Group LLC | $3,548,514 | $2,065,234,873 | N/A | $2,065,234,873 |
| 61 | Miller Investment ManagementLp | $9,557,655 | $1,150,232,318 | $904,663,565 | $2,054,895,883 |
| 62 | Qci Asset Management Inc. | $803,605 | $1,121,972,000 | $909,542,000 | $2,031,514,000 |
| 63 | Balasa Dinverno Foltz LLC | $591,092 | $1,896,924,904 | $112,195,479 | $2,009,120,383 |
| 64 | Inverness Counsel LLC | $2,098,144 | $1,896,259,804 | $67,602,531 | $1,963,862,335 |
| 65 | Foundation Resource Management Inc. | $4,870,964 | $1,938,643,818 | N/A | $1,938,643,818 |
| 66 | Century Management | $981,311 | $1,926,314,144 | N/A | $1,926,314,144 |
| 67 | Seven Bridges Advisors LLC | $24,342,650 | $470,150,141 | $1,428,576,562 | $1,898,726,703 |
| 68 | Windsor Financial Group LLC | $2,613,230 | $388,657,230 | $1,445,830,471 | $1,834,487,701 |
| 69 | Courier Capital Corporation | $1,283,125 | $690,383,283 | $1,141,918,805 | $1,832,302,088 |
| 70 | Cm Wealth Advisors Inc. | $15,423,085 | $1,613,869,384 | $206,054,631 | $1,819,924,015 |
| 71 | South Texas Money ManagementLtd. | $811,880 | $1,772,936,780 | $44,862,292 | $1,817,799,072 |
| 72 | WilbanksSmith & Thomas Asset Management LLC | $634,698 | $1,736,366,461 | $38,883,931 | $1,775,250,392 |
| 73 | Manchester Capital Management LLC | $2,368,912 | $1,491,715,483 | $270,754,897 | $1,762,470,380 |
| 74 | Halbert Hargrove | $642,974 | $1,617,618,920 | $131,269,594 | $1,748,888,514 |
| 75 | H.M. Payson | $827,035 | $1,601,387,789 | $111,401,211 | $1,712,789,000 |
| 76 | Finaccess Advisors LLC | $14,694,799 | N/A | $1,631,122,733 | $1,631,122,733 |
| 77 | Paul Comstock Partners | $11,531,577 | N/A | $1,625,952,379 | $1,625,952,379 |
| 78 | Badgley Phelps Investment Managers | $1,500,179 | $1,369,648,250 | $241,544,258 | $1,611,192,508 |
| 79 | Brighton Jones LLC | $2,445,122 | $1,540,000,000 | $64,000,000 | $1,604,000,000 |
| 80 | Laird Norton Tyee Asset Strategies LLC | $1,199,380 | $1,444,885,000 | $155,088,000 | $1,599,973,000 |
| 81 | Wms Partners LLC | $4,457,060 | $1,009,397,975 | $581,772,572 | $1,591,170,547 |
| 82 | Beaumont Financial Partners LLC | $694,531 | $1,199,127,933 | $389,264,782 | $1,588,392,715 |
| 83 | Sweetwater Investments Inc. | $9,550,971 | $387,987,250 | $1,187,923,000 | $1,575,910,250 |
| 84 | Plancorp LLC | $451,258 | $1,532,130,300 | $27,868,000 | $1,559,998,300 |
| 85 | BudrosRuhlin & Roe Inc. | $280,629 | $1,500,942,214 | $39,149,839 | $1,540,092,053 |
| 86 | Retirement Advisors Of America | $478,021 | $1,473,958,548 | $56,187,102 | $1,530,145,650 |
| 87 | RobertsonGriege & ThoeleFinancial Advisors | $576,923 | $1,500,000,000 | N/A | $1,500,000,000 |
| 88 | Brick Capital Management Inc. | $46,187,500 | N/A | $1,478,000,000 | $1,478,000,000 |
| 89 | Southeast Asset Advisors Inc. | $1,922,400 | $579,660,290 | $890,975,798 | $1,470,636,088 |
| 90 | Merriman LLC | $284,097 | $1,448,892,928 | N/A | $1,448,892,928 |
| 91 | Index Funds Advisors Inc. | $325,240 | $1,444,717,070 | N/A | $1,444,717,070 |
| 92 | Alesco Advisors LLC | $2,015,799 | $1,439,280,641 | N/A | $1,439,280,641 |
| 93 | Balentine LLC | $1,451,814 | $853,132,998 | $553,675,032 | $1,406,808,030 |
| 94 | Mccutchen Group LLC | $4,194,922 | $677,572,304 | $706,751,880 | $1,384,324,184 |
| 95 | Rinet Company LLC | $981,562 | $1,345,721,880 | N/A | $1,345,721,880 |
| 96 | Jmg Financial Group Ltd | $761,596 | $1,265,140,000 | $65,369,000 | $1,330,509,000 |
| 97 | Wipfli Hewins Investment Advisors LLC | $683,504 | $830,814,532 | $486,981,279 | $1,317,795,811 |
| 98 | Palladium Registered Investment Advisors | $946,865 | $1,272,205,389 | $29,734,011 | $1,301,939,400 |
| 99 | The Mde Group Inc. | $1,102,885 | $1,299,199,052 | N/A | $1,299,199,052 |
| 100 | Wescott Financial Advisory Group LLC | $4,046,533 | $860,511,999 | $418,192,429 | $1,278,704,428 |
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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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.