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
51Wetherby Asset Management$1,224,186$4,089,044,158$202,950,887$4,291,995,045
52Seven Bridges Advisors LLC$33,766,801$1,947,014,656$2,307,602,309$4,254,616,965
53Welch & Forbes$1,610,820$3,958,753,122$285,757,816$4,244,510,938
54Zacks Investment Management$906,316$4,201,682,745$0$4,201,682,745
55Seven Post Private Investment Office$7,515,481$3,948,625,255$214,951,428$4,163,576,683
56Orgel Wealth Management$555,722$3,993,417,000$0$3,993,417,000
57Gofen and Glossberg$1,311,386$3,694,302,811$275,263,127$3,969,565,938
58Symmetry Partners$176,644$3,948,000,000$0$3,948,000,000
59Brighton Jones$3,059,421$3,864,523,642$69,892,185$3,934,415,827
60Freestone Capital Management, LLC$559,698$3,221,195,155$657,514,983$3,878,710,138
61WMS Partners$5,918,490$2,712,373,140$1,164,238,044$3,876,611,184
62The Bollard Group$7,238,441$3,821,742,628$50,823,423$3,872,566,051
63Altair Advisers$6,259,526$939,606,434$2,916,261,325$3,855,867,759
64RGT Wealth Advisors$882,097$3,612,228,620$239,008,984$3,851,237,604
65Chilton Investment Services$2,444,679$3,768,672,000$23,025,000$3,791,697,000
66Dowling & Yahnke, LLC$929,878$3,774,376,361$0$3,774,376,361
67Bartlett & Co.$3,029,915$3,471,743,815$106,585,935$3,578,329,750
68Signature Family Wealth Advisors$3,377,024$3,542,498,638$0$3,542,498,638
70Becker Capital Management, Inc.$3,354,238$3,508,533,410$0$3,508,533,410
71Balasa Dinverno Foltz$707,109$3,464,832,063$0$3,464,832,063
73Davis R M Inc$764,568$3,381,088,115$8,241,923$3,389,330,038
74Threshold Group, LLC$2,402,139$1,479,824,361$1,883,169,895$3,362,994,256
75Cornerstone Advisors Inc$804,503$3,331,448,195$0$3,331,448,195
76Joel Isaacson & Co.$899,897$1,853,019,401$1,433,406,085$3,286,425,486
77Manchester Capital Management$2,445,670$2,444,205,796$820,763,027$3,264,968,823
79Hartland & Co$1,219,900$2,494,759,233$731,876,507$3,226,635,740
80Pacific Portfolio Consulting, LLC$12,167,492$669,927,085$2,481,453,254$3,151,380,339
81Klingenstein Fields Wealth Advisors$2,837,841$3,141,913,862$5,251,621$3,147,165,483
82QCI Asset Management Inc$1,105,717$1,745,646,182$1,382,426,046$3,128,072,228
83Bradley Foster & Sargent Inc$1,050,853$3,059,254,691$59,676,912$3,118,931,603
84Miller Investment Management, LP$13,187,101$1,597,888,623$1,514,267,249$3,112,155,872
85Index Fund Advisors, Inc.$496,244$2,861,063,293$208,703,343$3,069,766,636
86Ropes Wealth Advisors$1,337,913$2,896,339,465$163,467,845$3,059,807,310
87Columbia Pacific Capital Management$4,005,267$1,901,471,000$1,138,527,000$3,039,998,000
88South Texas Money Management, Ltd.$1,007,635$2,918,333,223$105,578,541$3,023,911,764
89Sullivan, Bruyette, Speros & Blayney, LLC$3,075,393$2,937,000,000$0$2,937,000,000
90H.M. Payson$1,120,369$2,430,123,028$466,031,738$2,896,154,766
91Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
92Northeast Financial Consultants, Inc$1,490,504$1,381,862,749$1,412,832,633$2,794,695,382
93Wilbanks, Smith & Thomas Asset Management$673,693$2,645,060,787$38,931,156$2,683,991,943
94Inverness Counsel$2,803,306$2,288,695,461$382,854,805$2,671,550,266
95Cumberland Advisors$1,332,767$2,662,489,022$3,043,993$2,665,533,015
96CM Wealth Advisors Inc.$5,308,681$2,384,999,121$253,415,222$2,638,414,343
97Sepio Capital, LLC$2,633,703$1,530,000,000$1,080,000,000$2,610,000,000
98HBKS Wealth Advisors$275,389$2,555,496,816$46,926,039$2,602,422,855
99EP Wealth Advisors$415,189$2,484,000,000$91,000,000$2,575,000,000
100Signaturefd, LLC$2,767,426$2,010,720,282$549,149,064$2,559,869,346
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Showing 51 to 100 of 1,937 entries

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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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