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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 |
|---|---|---|---|---|---|
| 101 | EP Wealth Advisors | $349,441 | $1,240,000,000 | $105,000,000 | $1,345,000,000 |
| 102 | Osborne Partners | $985,853 | $1,112,105,637 | $211,894,668 | $1,324,000,305 |
| 103 | Ls Investment Advisors LLC | $2,865,430 | $1,243,127,678 | $63,508,315 | $1,306,635,993 |
| 104 | Truepoint Inc. | $444,641 | $1,260,505,000 | $28,954,000 | $1,289,459,000 |
| 105 | Foster Group Inc. | $462,814 | $1,286,622,334 | $0 | $1,286,622,334 |
| 106 | Windrose Advisors LLC | $91,862,549 | $0 | $1,286,075,684 | $1,286,075,684 |
| 107 | Parsec Financial Management Inc. | $319,042 | $1,183,355,835 | $99,831,729 | $1,283,187,564 |
| 108 | Wellspring Financial Advisors LLC | $2,164,834 | $189,877,066 | $1,054,902,246 | $1,244,779,312 |
| 109 | Hartland & Co. | $1,042,304 | $543,232,640 | $699,193,761 | $1,242,426,401 |
| 110 | Fort Pitt Capital Group Inc. | $484,325 | $1,229,194,138 | $6,318,857 | $1,235,512,995 |
| 111 | Banyan Partners LLC | $466,089 | $1,038,184,629 | $191,357,958 | $1,229,542,587 |
| 112 | Destination Wealth Management | $345,937 | $1,216,987,587 | $10,049,629 | $1,227,037,216 |
| 113 | TCI Wealth Advisors Inc. | $264,951 | $1,218,772,608 | $2,917,970 | $1,221,690,578 |
| 114 | Barrett Asset Management LLC | $1,579,671 | $1,081,602,721 | $126,845,461 | $1,208,448,182 |
| 115 | Evergreen Capital Management LLC | $865,288 | $1,062,878,000 | $140,737,000 | $1,203,615,000 |
| 116 | Highline Wealth Management LLC | $800,197 | $752,593,232 | $446,902,729 | $1,199,495,961 |
| 117 | Sage Financial Group Inc. | $509,513 | $1,109,789,368 | $83,489,833 | $1,193,279,201 |
| 118 | Hynes Himmelreich Glennon & Company LLC | $619,788 | $1,060,723,049 | $129,889,900 | $1,190,612,949 |
| 119 | Valeo Financial Advisors LLC | $446,583 | $19,532,022 | $1,160,787,790 | $1,180,319,812 |
| 120 | Chesley Taft & Associates LLC | $962,534 | $1,063,298,679 | $114,843,073 | $1,178,141,752 |
| 121 | North American Management Corp.. | $981,757 | $1,041,220,397 | $133,942,413 | $1,175,162,810 |
| 122 | Cain Watters & Associates P.LLC | $234,766 | $0 | $1,166,785,842 | $1,166,785,842 |
| 123 | Financial Clarity Inc. | $37,328,516 | $0 | $1,157,184,000 | $1,157,184,000 |
| 124 | Filament LLC | $3,857,223 | $686,225,766 | $467,084,045 | $1,153,309,811 |
| 125 | Modera Wealth Management LLC | $400,057 | $1,100,484,735 | $33,277,020 | $1,133,761,755 |
| 126 | Accredited Investors Inc. | $387,763 | $1,082,973,081 | $37,273,073 | $1,120,246,154 |
| 127 | Radnor Financial Advisors Inc. | $775,363 | $1,110,320,228 | $0 | $1,110,320,228 |
| 128 | Patriot Wealth Management Inc. | $725,752 | $1,013,221,051 | $85,568,210 | $1,098,789,261 |
| 129 | Weatherstone Capital Management | $187,336 | $1,093,676,519 | $2,427,892 | $1,096,104,411 |
| 130 | Cobblestone Capital Advisors LLC | $651,680 | $1,061,454,177 | $28,153,951 | $1,089,608,128 |
| 131 | Sand Hill Global Advisors LLC | $1,669,768 | $1,077,000,591 | $0 | $1,077,000,591 |
| 132 | Paratus Financial Inc. | $742,759 | $130,000,000 | $947,000,000 | $1,077,000,000 |
| 133 | Salem Investment Counselors Inc. | $1,204,751 | $1,065,000,000 | $0 | $1,065,000,000 |
| 134 | Bridgewater Advisors Inc. | $544,388 | $1,062,644,970 | $0 | $1,062,644,970 |
| 135 | Capital Investment Advisors LLC | $661,819 | $995,270,000 | $65,626,000 | $1,060,896,000 |
| 136 | True North Advisors LLC | $407,893 | $869,302,678 | $183,468,866 | $1,052,771,544 |
| 137 | Fairport Asset Management | $867,648 | $881,177,432 | $164,337,962 | $1,045,515,394 |
| 138 | Whitnell & Co. | $791,848 | $879,313,000 | $165,926,000 | $1,045,239,000 |
| 139 | Howland Capital Management LLC | $1,050,349 | $1,045,096,780 | $0 | $1,045,096,780 |
| 140 | Mcqueen Ball & Associates Inc. | $966,259 | $1,026,053,806 | $10,741,658 | $1,036,795,464 |
| 141 | Crestwood Advisors LLC | $792,078 | $918,808,749 | $110,892,345 | $1,029,701,094 |
| 142 | Pinnacle Advisory Group Inc. | $389,944 | $1,029,061,128 | $0 | $1,029,061,128 |
| 143 | Sapere Wealth Management LLC | $734,581 | $752,616,929 | $265,512,465 | $1,018,129,394 |
| 144 | Boston Financial Management Inc. | $1,032,071 | $997,280,640 | $20,341,642 | $1,017,622,282 |
| 145 | Exencial Wealth Advisors | $486,817 | $922,506,909 | $92,019,207 | $1,014,526,116 |
| 146 | Resource Consulting Group | $656,602 | $1,008,540,613 | $0 | $1,008,540,613 |
| 147 | Frontier Investment Management Co. | $556,359 | $999,220,660 | $0 | $999,220,660 |
| 148 | Daintree Advisors LLC | $844,710 | $947,000,000 | $43,000,000 | $990,000,000 |
| 149 | Oakmont Partners LLC | $1,138,270 | $194,736,209 | $784,176,278 | $978,912,487 |
| 150 | Lee Financial Corp. | $749,885 | $856,409,570 | $112,441,238 | $968,850,808 |
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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.