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
101Heritage Investors Management Corp$1,673,603$1,723,840,191$13,359,705$1,737,199,896
102Nelson Capital Management$1,794,901$1,706,480,095$16,624,579$1,723,104,674
103Laird Norton Wealth Management$1,300,044$1,592,058,000$122,700,000$1,714,758,000
104JMG Financial Group Ltd$826,149$1,630,751,000$72,768,000$1,703,519,000
105McCutchen Group$4,304,163$931,511,604$768,632,796$1,700,144,400
106Palladium Registered Investment Advisors$1,085,501$1,665,189,989$29,277,800$1,694,467,789
107Welch Hornsby, Inc.$3,872,080$1,684,354,880$0$1,684,354,880
108Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
109Hartland & Co$1,301,780$991,046,324$646,593,232$1,637,639,556
110EP Wealth Advisors$393,374$117,980,000$1,498,000,000$1,615,980,000
111Truepoint, Inc.$429,732$1,592,263,000$23,100,000$1,615,363,000
112Parsec Financial Management, Inc$387,608$1,459,981,526$104,016,160$1,563,997,686
113TCI Wealth Advisors, Inc.$1,105,857$1,529,110,142$4,713,190$1,533,823,332
114Fort Pitt Capital Group Inc$558,293$1,520,789,492$10,050,452$1,530,839,944
115Miller Russell Associates$1,347,318$1,266,657,097$263,896,179$1,530,553,276
116Mozaic$29,333,998$0$1,525,367,907$1,525,367,907
117Windrose Advisors$89,633,893$104,798,938$1,418,977,238$1,523,776,176
118The MDE Group, Inc.$1,174,515$1,493,983,153$0$1,493,983,153
119Osborne Partners$1,104,430$1,230,736,615$248,094,646$1,478,831,261
120Barrett Asset Management$1,876,460$1,315,938,100$160,835,695$1,476,773,795
121Foster Group, Inc.$514,849$1,439,327,472$16,664,664$1,455,992,136
122Valeo Financial Advisors$410,959$72,869,763$1,370,005,865$1,442,875,628
123Stelac Advisory Services$5,100,989$320,891,000$1,102,285,000$1,423,176,000
124Intrepid Capital Management Inc$7,481,072$1,406,261,048$15,142,682$1,421,403,730
125Destination Wealth Management$390,278$1,414,027,726$5,411,911$1,419,439,637
126Oakmont Partners$1,770,225$220,408,706$1,162,136,793$1,382,545,499
127Accredited Investors Inc$439,547$1,340,747,295$36,353,772$1,377,101,067
128Chesley, Taft & Associates$1,042,429$1,236,241,816$137,679,132$1,373,920,948
129Arcus Capital Partners, LLC$1,028,766$1,357,330,002$14,014,851$1,371,344,853
130North American Management Corp$1,136,958$1,191,543,376$169,395,125$1,360,938,501
131Sage Financial Group Inc.$524,547$1,210,422,046$146,581,133$1,357,003,179
132Radnor Financial Advisors, Inc.$914,217$1,347,555,843$0$1,347,555,843
133Filament$3,713,537$782,726,056$561,574,192$1,344,300,248
134Covenant Multi-Family Offices$1,199,118$1,341,813,000$0$1,341,813,000
135Highline Wealth Management$787,098$932,220,701$402,697,564$1,334,918,265
136Leavell Investment Management, Inc.$1,193,897$1,333,300,115$1,476,520$1,334,776,635
137Morton Capital Management$626,785$1,148,961,589$172,302,033$1,321,263,622
138Cain, Watters & Associates, P.L.L.C.$255,582$0$1,312,415,835$1,312,415,835
139Exencial Wealth Advisors$637,439$1,097,781,831$212,791,872$1,310,573,703
140Sand Hill Global Advisors$1,823,719$1,259,360,043$48,246,631$1,307,606,674
141Spruce Private Investors$7,776,939$1,025,156,044$273,592,823$1,298,748,867
142Capital Directions$645,831$948,600,000$345,000,000$1,293,600,000
143Modera Wealth Management$432,802$1,224,056,242$63,528,400$1,287,584,642
144Sweetwater Investments Inc$7,479,610$410,258,764$876,234,173$1,286,492,937
145Putnam F L Investment Management Co$1,019,713$1,283,819,000$0$1,283,819,000
146Argent Wealth Management$625,094$972,216,597$309,850,260$1,282,066,857
147Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
148Fairport Asset Management$852,924$941,673,668$324,918,254$1,266,591,922
149Financial Clarity, Inc.$40,835,968$0$1,265,915,000$1,265,915,000
150Windsor Financial Group$1,754,245$500,102,800$764,707,500$1,264,810,300
« Previous PageNext Page »

Showing 101 to 150 of 1,455 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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 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, 2014. (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.