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
101Intrepid Capital Management Inc.$8,408,953$1,358,515,446$3,734,981$1,362,250,427
102Zemenick & Walker Inc.$8,501,060$0$1,360,169,525$1,360,169,525
103Westmount Asset Management$485,777$1,355,318,189$0$1,355,318,189
104Mozaic$32,113,228$0$1,348,755,581$1,348,755,581
105EP Wealth Advisors$349,441$1,240,000,000$105,000,000$1,345,000,000
106Osborne Partners$985,853$1,112,105,637$211,894,668$1,324,000,305
107LS Investment Advisors$2,865,430$1,243,127,678$63,508,315$1,306,635,993
108Truepoint Inc.$444,641$1,260,505,000$28,954,000$1,289,459,000
109Foster Group Inc.$462,814$1,280,815,454$5,806,880$1,286,622,334
110Windrose Advisors$91,862,549$0$1,286,075,684$1,286,075,684
111Parsec Financial Management Inc.$319,042$1,183,355,835$99,831,729$1,283,187,564
112Wellspring Financial Advisors$2,164,834$189,877,066$1,054,902,246$1,244,779,312
113Hartland & Co.$1,042,304$543,232,640$699,193,761$1,242,426,401
114Fort Pitt Capital Group Inc.$484,325$1,229,194,138$6,318,857$1,235,512,995
115Destination Wealth Management$345,937$1,216,987,587$10,049,629$1,227,037,216
116TCI Wealth Advisors Inc.$264,951$1,218,772,608$2,917,970$1,221,690,578
117Barrett Asset Management$1,579,671$1,081,602,721$126,845,461$1,208,448,182
118Evergreen Capital Management$865,288$1,062,878,000$140,737,000$1,203,615,000
119Highline Wealth Management$800,197$752,593,232$446,902,729$1,199,495,961
120Sage Financial Group Inc.$509,513$1,109,789,368$83,489,833$1,193,279,201
121Hynes Himmelreich Glennon & Co.$619,788$1,060,723,049$129,889,900$1,190,612,949
122Valeo Financial Advisors$446,583$19,532,022$1,160,787,790$1,180,319,812
123Paratus Financial Inc.$812,683$74,510,000$1,103,880,000$1,178,390,000
124Chesley, Taft & Associates$962,534$1,063,298,679$114,843,073$1,178,141,752
125North American Management Corp.$981,757$1,041,220,397$133,942,413$1,175,162,810
126Cain, Watters & Associates$234,766$0$1,166,785,842$1,166,785,842
127Financial Clarity Inc.$37,328,516$0$1,157,184,000$1,157,184,000
128Filament$3,857,223$686,225,766$467,084,045$1,153,309,811
129Modera Wealth Management$400,057$1,100,484,735$33,277,020$1,133,761,755
130Accredited Investors Inc.$387,763$1,082,973,081$37,273,073$1,120,246,154
131Radnor Financial Advisors Inc.$775,363$1,110,320,228$0$1,110,320,228
132Patriot Wealth Management Inc.$725,752$1,013,221,051$85,568,210$1,098,789,261
133Weatherstone Capital Management$187,336$1,093,676,519$2,427,892$1,096,104,411
134Capital Investment Advisors$250,050$1,083,781,524$9,685,061$1,093,466,585
135Cobblestone Capital Advisors$651,680$1,061,454,177$28,153,951$1,089,608,128
136Boston Financial Management Inc.$1,108,448$1,061,410,897$22,651,429$1,084,062,326
137Sand Hill Global Advisors$1,669,768$1,077,000,591$0$1,077,000,591
138Salem Investment Counselors Inc.$1,204,751$1,065,000,000$0$1,065,000,000
139Bridgewater Advisors Inc.$544,388$1,062,644,970$0$1,062,644,970
140Morton Capital Management$553,559$1,004,479,602$55,032,719$1,059,512,321
141True North Advisors$407,893$869,302,678$183,468,866$1,052,771,544
142Fairport Asset Management$867,648$881,177,432$164,337,962$1,045,515,394
143Whitnell & Co.$791,848$879,313,000$165,926,000$1,045,239,000
144Howland Capital Management$1,050,349$1,045,096,780$0$1,045,096,780
145Mcqueen Ball & Associates Inc.$966,259$1,026,053,806$10,741,658$1,036,795,464
146Crestwood Advisors$792,078$918,808,749$110,892,345$1,029,701,094
147Pinnacle Advisory Group Inc.$389,944$1,029,061,128$0$1,029,061,128
148Sapere Wealth Management$734,581$752,616,929$265,512,465$1,018,129,394
149Exencial Wealth Advisors$486,817$922,506,909$92,019,207$1,014,526,116
150Resource Consulting Group$656,602$1,008,540,613$0$1,008,540,613
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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 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, 2012. (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.