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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.

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