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
101Seaward Management$1,641,237$2,514,374,781$0$2,514,374,781
102Clifford Swan Investment Counsel$1,101,432$1,915,883,479$553,526,931$2,469,410,410
103Geller Family Office Services$4,449,185$2,469,297,781$0$2,469,297,781
104Valeo Financial Advisors$264,641$820,329,368$1,604,838,603$2,425,167,971
105Massey, Quick & Co.$3,192,329$1,587,092,752$829,500,267$2,416,593,019
106Truepoint, Inc.$468,401$2,384,718,199$23,800,932$2,408,519,131
107Alaska Permanent Capital Management Co$21,270,854$2,253,309,467$129,026,211$2,382,335,678
108Matter Family Office$9,891,130$0$2,344,197,757$2,344,197,757
109Halbert Hargrove$711,492$2,079,262,378$253,720,272$2,332,982,650
110McCutchen Group$3,671,012$1,374,217,318$887,126,299$2,261,343,617
111Executive Monetary Management$18,359,156$8,309,962$2,249,866,220$2,258,176,182
112TCI Wealth Advisors, Inc.$329,040$2,233,873,131$5,898,894$2,239,772,025
113Budros, Ruhlin & Roe, Inc.$346,774$2,122,538,576$112,763,709$2,235,302,285
114David Vaughan Investments Inc$1,092,960$2,216,522,000$0$2,216,522,000
115Mainstay Capital Management$618,415$2,030,668,437$183,258,979$2,213,927,416
116Badgley Phelps Wealth Managers$1,404,279$1,907,192,499$303,142,141$2,210,334,640
117MRA Associates$1,135,618$1,517,521,893$659,456,965$2,176,978,858
118Brick Capital Management Inc$97,829,227$0$2,152,243,000$2,152,243,000
119Paul Comstock Partners$13,857,380$0$2,147,893,910$2,147,893,910
120Heritage Investors Management Corp$1,834,639$2,120,096,908$17,257,447$2,137,354,355
121Westmount Asset Management$616,215$2,078,654,707$55,913,751$2,134,568,458
122Twin Focus Capital Partners$27,544,718$1,957,568,303$163,374,996$2,120,943,299
123JMG Financial Group Ltd$805,170$1,937,946,000$149,859,000$2,087,805,000
124Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
125Modera Wealth Management$379,835$2,054,933,838$11,370,279$2,066,304,117
126Green Square Capital$1,242,926$1,569,052,495$490,475,683$2,059,528,178
127The Pacific Financial Group, Inc.$137,554$1,999,343,648$57,914,294$2,057,257,942
128Foster Group, Inc.$552,065$2,040,982,642$0$2,040,982,642
129Wharton Business Group, LLC$7,817,670$1,827,901,448$212,510,356$2,040,411,804
130Southeast Asset Advisors Inc$2,167,869$896,504,943$1,141,291,987$2,037,796,930
131Parsec Financial Management, Inc$406,982$1,878,262,205$126,939,601$2,005,201,806
132Palladium Registered Investment Advisors$1,072,276$1,946,209,729$31,066,345$1,977,276,074
133Andersen Tax LLC$6,238,339$0$1,952,600,000$1,952,600,000
134Boston Financial Management LLC$964,749$1,890,500,989$54,432,548$1,944,933,537
135Capital Directions$1,829,413$1,326,000,000$605,860,000$1,931,860,000
136Pinnacle Advisory Group, Inc.$395,833$1,900,000,000$0$1,900,000,000
137Wescott Financial Advisory Group$891,955$1,471,427,283$412,381,977$1,883,809,260
138Hamilton Capital Management Inc$368,875$1,868,418,371$14,319,167$1,882,737,538
139Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
140Delegate Advisors, LLC$3,288,812$130,421,575$1,721,179,606$1,851,601,181
141Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
142Balentine$1,362,078$1,826,627,642$18,987,987$1,845,615,629
143Douglass Winthrop Advisors LLC$1,873,926$1,790,886,005$26,821,867$1,817,707,872
144Exencial Wealth Advisors$603,704$1,588,891,630$225,842,808$1,814,734,438
145Zemenick & Walker Inc$9,589,187$0$1,802,767,227$1,802,767,227
146Sand Hill Global Advisors, LLC$1,884,351$1,765,685,585$35,754,398$1,801,439,983
147Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
148Rinet Company$1,393,793$1,653,069,339$128,198,201$1,781,267,540
149Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
150Water Oak Advisors, LLC$987,678$1,586,680,171$158,546,379$1,745,226,550
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Showing 101 to 150 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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