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
101Signaturefd, LLC$2,567,928$1,946,731,918$351,563,737$2,298,295,655
102Paul Comstock Partners$14,342,319$0$2,280,428,706$2,280,428,706
103Brick Capital Management Inc$92,729,167$0$2,225,500,000$2,225,500,000
104Matter Family Office$10,089,232$0$2,209,541,775$2,209,541,775
105Executive Monetary Management$18,020,497$20,294,693$2,178,205,902$2,198,500,595
106EP Wealth Advisors$389,425$2,110,000,000$70,000,000$2,180,000,000
107Adviser Investments$380,545$2,094,900,000$0$2,094,900,000
108McCutchen Group$3,752,408$1,208,765,000$840,050,000$2,048,815,000
109Budros, Ruhlin & Roe, Inc.$314,338$1,932,336,991$114,317,282$2,046,654,273
110Ashfield Capital Partners$4,676,726$1,584,416,522$435,929,146$2,020,345,668
111Columbia Pacific Capital Management$3,395,294$915,000,000$1,105,200,000$2,020,200,000
112Wescott Financial Advisory Group$893,481$1,855,162,594$158,744,046$2,013,906,640
113Badgley Phelps Investment Managers$1,341,817$1,758,177,321$253,206,850$2,011,384,171
114Truepoint, Inc.$465,805$1,978,067,910$32,813,264$2,010,881,174
115Valeo Financial Advisors$255,833$63,588,181$1,941,883,362$2,005,471,543
116Massey, Quick & Co.$4,294,445$862,348,243$1,138,863,223$2,001,211,466
117TCI Wealth Advisors, Inc.$306,349$1,972,671,344$8,184,070$1,980,855,414
118Heritage Investors Management Corp$1,715,096$1,956,497,375$15,863,123$1,972,360,498
119David Vaughan Investments Inc$1,051,224$1,967,892,000$0$1,967,892,000
120Westmount Asset Management$613,215$1,884,391,566$68,084,610$1,952,476,176
121Mainstay Capital Management$507,978$1,930,318,035$0$1,930,318,035
122Wharton Business Group$7,638,034$1,650,891,386$266,255,049$1,917,146,435
123Boston Financial Management LLC$950,945$1,849,190,964$50,796,161$1,899,987,125
124Andersen Tax LLC$6,307,973$0$1,898,700,000$1,898,700,000
125Zemenick & Walker Inc$10,529,618$0$1,884,801,708$1,884,801,708
126Retirement Advisors Of America$474,629$1,803,723,317$62,043,265$1,865,766,582
127JMG Financial Group Ltd$736,001$1,726,081,000$136,738,000$1,862,819,000
128Nelson Capital Management$1,693,839$1,836,881,641$16,178,249$1,853,059,890
129Green Square Capital$992,838$1,387,452,532$454,261,341$1,841,713,873
130HBKS Wealth Advisors$269,095$1,826,321,899$9,713,105$1,836,035,004
131Lake Street Advisors$1,684,400$565,568,582$1,251,899,287$1,817,467,869
132Palladium Registered Investment Advisors$1,049,234$1,775,300,242$29,382,998$1,804,683,240
133LVW Advisors, LLC$1,347,829$593,899,544$1,175,800,504$1,769,700,048
134Rinet Company$1,440,775$1,623,102,623$134,642,932$1,757,745,555
135Twin Focus Capital Partners$21,242,713$1,583,266,432$158,636,052$1,741,902,484
136Eton Advisors, Lp$12,242,515$1,205,433,954$520,760,711$1,726,194,665
137Parsec Financial Management, Inc$386,855$1,605,310,203$116,968,572$1,722,278,775
138LBI Wealth Management$8,549,090$1,709,817,975$0$1,709,817,975
139Exencial Wealth Advisors$574,338$1,456,089,130$222,126,698$1,678,215,828
140Mozaic$26,619,523$0$1,677,029,960$1,677,029,960
141Welch Hornsby, Inc.$3,702,571$1,673,562,262$0$1,673,562,262
142Foundation Resource Management, Inc.$3,788,096$1,418,894,935$244,079,134$1,662,974,069
143Douglass Winthrop Advisors LLC$1,768,533$1,637,122,055$25,299,074$1,662,421,129
144Capital Directions$1,385,452$1,190,000,000$467,000,000$1,657,000,000
145Modera Wealth Management$394,647$1,576,577,383$63,575,376$1,640,152,759
146Stelac Advisory Services$5,015,247$641,558,083$968,336,195$1,609,894,278
147The Burney Company$487,604$1,609,093,293$0$1,609,093,293
148Pinnacle Advisory Group, Inc.$420,942$1,600,000,000$0$1,600,000,000
149Biltmore Family Office, LLC$2,585,015$463,916,688$1,133,622,383$1,597,539,071
150Sand Hill Global Advisors$1,782,209$1,528,163,135$63,349,115$1,591,512,250
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.