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
101Zemenick & Walker Inc$11,494,582$0$1,965,573,546$1,965,573,546
102Retirement Advisors Of America$534,072$1,920,845,447$43,472,675$1,964,318,122
103Budros, Ruhlin & Roe, Inc.$349,756$1,857,287,175$100,295,846$1,957,583,021
104Nelson Capital Management$1,958,043$1,862,891,358$16,829,845$1,879,721,203
105Rinet Company$1,259,566$1,855,340,896$0$1,855,340,896
106Mainstay Capital Management$496,115$1,852,988,872$0$1,852,988,872
107Wescott Financial Advisory Group$4,417,694$1,678,521,077$141,568,723$1,820,089,800
108Heritage Investors Management Corp$1,673,603$1,723,840,191$13,359,705$1,737,199,896
109Laird Norton Wealth Management$1,300,044$1,592,058,000$122,700,000$1,714,758,000
110JMG Financial Group Ltd$826,149$1,630,751,000$72,768,000$1,703,519,000
111McCutchen Group$4,304,163$931,511,604$768,632,796$1,700,144,400
112Palladium Registered Investment Advisors$1,085,501$1,665,189,989$29,277,800$1,694,467,789
113Welch Hornsby, Inc.$3,872,080$1,684,354,880$0$1,684,354,880
114Obermeyer Wood Investment Counsel, LLP$742,760$1,639,271,846$43,078,948$1,682,350,794
115Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
116Fort Pitt Capital Group Inc$597,112$1,632,705,403$14,128,343$1,646,833,746
117Hartland & Co$1,301,780$991,046,324$646,593,232$1,637,639,556
118EP Wealth Advisors$393,374$1,498,000,000$117,980,000$1,615,980,000
119Truepoint, Inc.$429,732$1,592,263,000$23,100,000$1,615,363,000
120Modera Wealth Management$429,278$1,515,779,618$70,832,736$1,586,612,354
121Parsec Financial Management, Inc$387,608$1,459,981,526$104,016,160$1,563,997,686
122SVA Plumb Wealth Management, LLC$434,443$1,515,563,295$20,193,935$1,535,757,230
123TCI Wealth Advisors, Inc.$301,578$1,529,110,142$4,713,190$1,533,823,332
124Miller Russell Associates$1,347,318$1,266,657,097$263,896,179$1,530,553,276
125Mozaic$29,333,998$0$1,525,367,907$1,525,367,907
126Windrose Advisors$89,633,893$104,798,938$1,418,977,238$1,523,776,176
127Evensky & Katz$443,598$1,493,500,000$20,500,000$1,514,000,000
128The MDE Group, Inc.$1,174,515$1,493,983,153$0$1,493,983,153
129Osborne Partners$1,104,430$1,230,736,615$248,094,646$1,478,831,261
130Barrett Asset Management$1,876,460$1,315,938,100$160,835,695$1,476,773,795
131Morton Capital Management$672,440$1,236,503,592$223,363,170$1,459,866,762
132Foster Group, Inc.$514,849$1,439,327,472$16,664,664$1,455,992,136
133Valeo Financial Advisors$410,959$72,869,763$1,370,005,865$1,442,875,628
134Stelac Advisory Services$5,100,989$320,891,000$1,102,285,000$1,423,176,000
135Intrepid Capital Management Inc$7,481,072$1,406,261,048$15,142,682$1,421,403,730
136Destination Wealth Management$390,278$1,414,027,726$5,411,911$1,419,439,637
137Oakmont Partners$1,770,225$220,408,706$1,162,136,793$1,382,545,499
138Yale Capital Corp.$14,231,632$1,380,468,351$0$1,380,468,351
139Accredited Investors Inc$439,547$1,340,747,295$36,353,772$1,377,101,067
140Chesley, Taft & Associates$1,042,429$1,236,241,816$137,679,132$1,373,920,948
141Arcus Capital Partners, LLC$1,028,766$1,357,330,002$14,014,851$1,371,344,853
142North American Management Corp$1,136,958$1,191,543,376$169,395,125$1,360,938,501
143Sage Financial Group Inc.$524,547$1,210,422,046$146,581,133$1,357,003,179
144Radnor Financial Advisors, Inc.$914,217$1,347,555,843$0$1,347,555,843
145Filament$3,713,537$782,726,056$561,574,192$1,344,300,248
146Covenant Multi-Family Offices$1,199,118$1,341,813,000$0$1,341,813,000
147Highline Wealth Management$787,098$932,220,701$402,697,564$1,334,918,265
148Leavell Investment Management, Inc.$1,193,897$1,333,300,115$1,476,520$1,334,776,635
149Boston Financial Management Inc$1,235,497$1,289,780,816$29,729,784$1,319,510,600
150Fairport Asset Management$869,230$1,010,003,008$302,534,261$1,312,537,269
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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.