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$670,789$2,522,127,824$653,386,983$3,175,514,807
102CM Wealth Advisors Inc.$5,494,599$2,864,050,857$256,881,417$3,120,932,274
103Massey, Quick & Co.$4,790,723$1,876,909,842$1,150,826,986$3,027,736,828
104Miller Investment Management, LP$12,705,018$1,490,439,320$1,507,944,968$2,998,384,288
105Cumberland Advisors$1,300,024$2,976,066,948$7,488,579$2,983,555,527
106Wilbanks, Smith & Thomas Asset Management$813,248$2,900,964,839$59,258,558$2,960,223,397
107Green Square Capital$1,374,270$2,395,841,038$539,600,191$2,935,441,229
108Northeast Financial Consultants, Inc$1,550,329$1,477,334,039$1,441,934,927$2,919,268,966
109Clifford Swan Investment Counsel$1,275,344$2,231,013,213$688,250,192$2,919,263,405
110Truepoint, Inc.$551,717$2,776,920,011$30,218,279$2,807,138,290
111Sepio Capital, LLC$3,010,753$1,900,000,000$900,000,000$2,800,000,000
112Geller Advisors$4,026,617$2,758,740,274$31,705,012$2,790,445,286
113Zhang Financial$692,813$1,289,331,374$1,493,696,709$2,783,028,083
114Seaward Management$1,826,641$2,780,147,361$0$2,780,147,361
115AE Wealth Management, LLC$96,867$2,759,050,999$0$2,759,050,999
116Advance Capital Management Inc$273,729$2,579,671,323$26,232,947$2,605,904,270
117TCI Wealth Advisors, Inc.$365,202$2,544,674,873$58,846,893$2,603,521,766
118HBKS Wealth Advisors$275,389$2,555,496,816$46,926,039$2,602,422,855
119EMM Wealth$21,122,079$18,416,874$2,579,598,867$2,598,015,741
120David Vaughan Investments Inc$1,186,957$2,582,818,000$0$2,582,818,000
121JMG Financial Group Ltd$945,496$2,424,655,000$153,712,000$2,578,367,000
122Matter Family Office$10,833,408$0$2,578,351,209$2,578,351,209
123Parsec Financial Management, Inc$487,412$2,406,628,410$152,770,658$2,559,399,068
124Halbert Hargrove$738,035$2,366,924,782$156,418,350$2,523,343,132
125Brick Capital Management Inc$100,424,000$0$2,510,600,000$2,510,600,000
126McCutchen Group$3,391,408$1,559,339,579$940,127,849$2,499,467,428
127Budros, Ruhlin & Roe, Inc.$406,463$2,389,773,277$107,940,566$2,497,713,843
128Westmount Asset Management$626,619$2,321,083,638$174,738,926$2,495,822,564
129Badgley Phelps Wealth Managers$1,598,117$2,300,787,662$189,079,047$2,489,866,709
130Twin Focus Capital Partners$29,986,274$2,315,230,109$173,630,618$2,488,860,727
131Heritage Investors Management Corp$2,070,839$2,459,030,000$19,764,000$2,478,794,000
132Balentine$1,552,272$1,738,534,628$734,234,309$2,472,768,937
133TFO Phoenix, Inc.$2,059,444$1,671,094,162$734,336,059$2,405,430,221
134Hamilton Capital Management Inc$394,295$2,379,335,135$11,276,978$2,390,612,113
135Modera Wealth Management$453,740$2,372,252,389$13,966,911$2,386,219,300
136MRA Associates$1,175,866$1,677,712,513$699,888,991$2,377,601,504
137Coastal Bridge Advisors$549,465$2,374,786,806$0$2,374,786,806
138The Pacific Financial Group, Inc.$143,971$2,285,432,799$42,428,383$2,327,861,182
139Frontier Investment Management Co$736,059$2,323,737,914$0$2,323,737,914
140Aureus Asset Management$5,545,545$914,869,800$1,403,168,083$2,318,037,883
141Mainstay Capital Management$645,893$2,133,363,214$182,164,726$2,315,527,940
142Evergreen Capital Management LLC$1,334,456$2,172,329,466$124,269,522$2,296,598,988
143Wharton Business Group, LLC$7,828,156$2,026,800,575$259,021,113$2,285,821,688
144Alaska Permanent Capital Management Co$17,840,435$2,177,391,520$106,184,167$2,283,575,687
145Boston Financial Management LLC$1,160,135$2,184,122,620$95,543,423$2,279,666,043
146Adviceperiod, LLC$1,056,089$2,261,684,888$4,681,296$2,266,366,184
147Destination Wealth Management$529,333$2,252,843,327$0$2,252,843,327
148Beacon Pointe Wealth Advisors$304,115$2,242,196,095$7,948,585$2,250,144,680
149Palladium Registered Investment Advisors$1,114,915$2,212,492,839$31,831,343$2,244,324,182
150Paul Comstock Partners$16,387,529$3,375,400$2,225,328,477$2,228,703,877
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Showing 101 to 150 of 2,172 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. 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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.

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