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
51Mill Creek Capital Advisors$14,322,138$3,043,931,944$794,401,007$3,838,332,951
52Chilton Investment Services$3,987,085$3,781,664,640$22,014,319$3,803,678,959
53Wetherby Asset Management$1,306,634$3,625,782,397$138,630,099$3,764,412,496
54Robertson, Griege & Thoele, Financial Advisors$533,448$3,062,098,500$692,309,000$3,754,407,500
55Gofen and Glossberg$1,289,264$3,518,102,363$228,499,514$3,746,601,877
56RMB Capital Management$381,931$3,136,709,648$517,601,463$3,654,311,111
57Federal Street Advisors Inc$2,358,071$97,380,520$3,489,245,053$3,586,625,573
58Churchill Management Group$331,252$3,461,023,895$65,149,396$3,526,173,291
59Bartlett & Co.$1,212,948$3,350,906,859$79,310,316$3,430,217,175
60Cornerstone Advisors Inc$950,439$3,368,357,425$0$3,368,357,425
61Signature$3,375,581$3,331,698,514$0$3,331,698,514
62WE Family Offices$48,731,454$0$3,313,738,902$3,313,738,902
63Becker Capital Management, Inc.$3,487,815$3,250,643,724$0$3,250,643,724
64Klingenstein, Fields & Co., LLC$2,878,415$3,199,523,267$30,057,815$3,229,581,082
65Balasa Dinverno Foltz$720,441$3,063,118,693$145,004,078$3,208,122,771
66The Bollard Group$6,767,818$3,172,335,736$28,842,221$3,201,177,957
67Bingham, Osborn & Scarborough$1,007,521$2,917,214,600$256,476,400$3,173,691,000
68Regentatlantic$2,074,363$3,093,732,016$63,447,939$3,157,179,955
69Manchester Capital Management$2,353,263$2,409,720,212$698,939,834$3,108,660,046
70Davis R M Inc$755,524$3,072,323,516$17,769,330$3,090,092,846
71Orgel Wealth Management$376,291$3,070,533,222$0$3,070,533,222
72Dowling & Yahnke$812,030$2,970,404,776$0$2,970,404,776
73Freestone Capital Management$2,432,075$2,886,483,059$75,783,806$2,962,266,865
74Pacific Portfolio Consulting, LLC$12,475,340$595,099,035$2,361,556,542$2,956,655,577
75Threshold Group$1,596,907$946,848,756$1,997,847,727$2,944,696,483
76Brighton Jones$3,014,221$2,816,345,268$80,321,203$2,896,666,471
77Plancorp$597,446$2,887,623,800$7,001,700$2,894,625,500
78Beaumont Financial Partners$1,136,906$2,425,568,286$457,625,678$2,883,193,964
79Alaska Permanent Capital Management Co$29,382,653$2,775,000,000$104,500,000$2,879,500,000
80Joel Isaacson & Co.$867,789$1,670,661,715$1,206,928,034$2,877,589,749
81Atherton Lane Advisers$4,049,007$2,702,637,039$139,765,969$2,842,403,008
82QCI Asset Management Inc$1,378,663$1,583,887,000$1,250,644,000$2,834,531,000
83Northcoast Asset Management LLC$322,517$2,805,900,403$0$2,805,900,403
84Bradley Foster & Sargent Inc$1,049,020$2,741,192,172$31,367,840$2,772,560,012
85Matter Family Office$14,753,584$0$2,758,920,156$2,758,920,156
86WMS Partners$6,855,551$1,995,379,075$753,696,869$2,749,075,944
87Ashfield Capital Partners$6,195,050$2,134,108,914$579,322,880$2,713,431,794
88Ropes Wealth Advisors$1,323,112$2,384,126,094$322,961,144$2,707,087,238
89Executive Monetary Management$20,693,148$23,362,037$2,666,747,214$2,690,109,251
90Northeast Financial Consultants, Inc$1,474,540$1,155,222,684$1,531,389,210$2,686,611,894
91Miller Investment Management, LP$11,712,359$1,604,205,278$1,042,787,878$2,646,993,156
92Index Fund Advisors, Inc.$484,502$2,565,383,284$64,009,998$2,629,393,282
93Massey, Quick & Co.$4,430,015$719,864,924$1,907,134,199$2,626,999,123
94Inverness Counsel$2,894,801$2,596,972,537$14,138,026$2,611,110,563
95South Texas Money Management, Ltd.$1,020,724$2,441,194,903$154,506,044$2,595,700,947
96CM Wealth Advisors Inc.$6,736,407$2,325,430,276$254,613,425$2,580,043,701
97Wilbanks, Smith & Thomas Asset Management$665,851$2,539,445,165$22,084,622$2,561,529,787
98Clifford Swan Investment Counsel$1,086,026$1,985,895,303$480,470,450$2,466,365,753
99Paul Comstock Partners$16,279,416$0$2,441,912,443$2,441,912,443
100H.M. Payson$1,125,158$2,078,878,800$362,714,690$2,441,593,490
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.