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
101Geller Family Office Services$4,449,185$2,469,297,781$0$2,469,297,781
102Valeo Financial Advisors$264,641$820,329,368$1,604,838,603$2,425,167,971
103Truepoint, Inc.$468,401$2,384,718,199$23,800,932$2,408,519,131
104Alaska Permanent Capital Management Co$21,270,854$2,253,309,467$129,026,211$2,382,335,678
105Matter Family Office$9,891,130$0$2,344,197,757$2,344,197,757
106Halbert Hargrove$711,492$2,079,262,378$253,720,272$2,332,982,650
107HBKS Wealth Advisors$253,166$2,232,049,915$35,054,263$2,267,104,178
108McCutchen Group$3,671,012$1,374,217,318$887,126,299$2,261,343,617
109Executive Monetary Management$18,359,156$8,309,962$2,249,866,220$2,258,176,182
110TCI Wealth Advisors, Inc.$329,040$2,233,873,131$5,898,894$2,239,772,025
111Budros, Ruhlin & Roe, Inc.$346,774$2,122,538,576$112,763,709$2,235,302,285
112David Vaughan Investments Inc$1,092,960$2,216,522,000$0$2,216,522,000
113Badgley Phelps Wealth Managers$1,404,279$1,907,192,499$303,142,141$2,210,334,640
114Brick Capital Management Inc$97,829,227$0$2,152,243,000$2,152,243,000
115Heritage Investors Management Corp$1,834,639$2,120,096,908$17,257,447$2,137,354,355
116Westmount Asset Management$616,215$2,078,654,707$55,913,751$2,134,568,458
117Twin Focus Capital Partners$27,544,718$1,957,568,303$163,374,996$2,120,943,299
118Paul Comstock Partners$13,718,118$0$2,098,872,076$2,098,872,076
119JMG Financial Group Ltd$805,170$1,937,946,000$149,859,000$2,087,805,000
120Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
121Mainstay Capital Management$581,260$1,883,499,635$196,250,145$2,079,749,780
122Modera Wealth Management$379,835$2,054,933,838$11,370,279$2,066,304,117
123Green Square Capital$1,242,926$1,569,052,495$490,475,683$2,059,528,178
124Wharton Business Group, LLC$7,817,670$1,827,901,448$212,510,356$2,040,411,804
125Southeast Asset Advisors Inc$2,167,869$896,504,943$1,141,291,987$2,037,796,930
126Parsec Financial Management, Inc$406,982$1,878,262,205$126,939,601$2,005,201,806
127Palladium Registered Investment Advisors$1,072,276$1,946,209,729$31,066,345$1,977,276,074
128Andersen Tax LLC$6,238,339$0$1,952,600,000$1,952,600,000
129Boston Financial Management LLC$964,749$1,890,500,989$54,432,548$1,944,933,537
130Massey, Quick & Co.$3,874,818$776,744,883$1,156,789,256$1,933,534,139
131Capital Directions$1,829,413$1,326,000,000$605,860,000$1,931,860,000
132Wescott Financial Advisory Group$891,955$1,471,427,283$412,381,977$1,883,809,260
133Hamilton Capital Management Inc$368,875$1,868,418,371$14,319,167$1,882,737,538
134Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
135Destination Wealth Management$458,503$1,851,436,276$0$1,851,436,276
136Balentine$1,362,078$1,826,627,642$18,987,987$1,845,615,629
137Douglass Winthrop Advisors LLC$1,873,926$1,790,886,005$26,821,867$1,817,707,872
138Exencial Wealth Advisors$603,704$1,588,891,630$225,842,808$1,814,734,438
139Zemenick & Walker Inc$9,589,187$0$1,802,767,227$1,802,767,227
140Sand Hill Global Advisors, LLC$1,884,351$1,765,685,585$35,754,398$1,801,439,983
141Pinnacle Advisory Group, Inc.$400,000$1,800,000,000$0$1,800,000,000
142Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
143Foster Group, Inc.$593,724$1,752,212,728$35,490,241$1,787,702,969
144The Pacific Financial Group, Inc.$132,277$1,730,276,521$54,006,075$1,784,282,596
145Rinet Company$1,393,793$1,653,069,339$128,198,201$1,781,267,540
146Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
147Delegate Advisors, LLC$3,521,855$131,657,302$1,636,314,155$1,767,971,457
148Water Oak Advisors, LLC$987,678$1,586,680,171$158,546,379$1,745,226,550
149Coastal Bridge Advisors$423,064$1,737,639,019$3,270,487$1,740,909,506
150Welch Hornsby, Inc.$3,928,277$1,736,298,531$0$1,736,298,531
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.