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
101Brick Capital Management Inc$80,920,483$0$2,346,694,000$2,346,694,000
102Miller Russell Associates$1,436,303$1,575,299,662$761,565,492$2,336,865,154
103Geller Family Office Services$4,353,585$2,307,400,000$0$2,307,400,000
104Stralem & Co Inc$7,807,834$2,249,949,095$37,746,390$2,287,695,485
105Hartland & Co$1,167,695$1,577,202,404$686,958,444$2,264,160,848
106Alesco Advisors$2,503,761$2,213,324,411$0$2,213,324,411
107Budros, Ruhlin & Roe, Inc.$329,470$1,955,986,316$194,794,968$2,150,781,284
108Wharton Business Group$6,550,412$1,829,273,400$293,060,204$2,122,333,604
109Wescott Financial Advisory Group$4,639,981$1,926,328,968$152,382,698$2,078,711,666
110Badgley Phelps Investment Managers$1,510,631$1,683,997,571$373,481,424$2,057,478,995
111Nelson Capital Management$1,945,443$2,019,534,055$15,398,800$2,034,932,855
112Zemenick & Walker Inc$11,437,176$0$2,001,505,790$2,001,505,790
113Foundation Resource Management, Inc.$4,289,693$1,981,838,088$0$1,981,838,088
114Retirement Advisors Of America$512,595$1,912,442,866$51,310,107$1,963,752,973
115Heritage Investors Management Corp$1,764,359$1,930,596,841$19,019,980$1,949,616,821
116Mainstay Capital Management$525,229$1,947,547,280$0$1,947,547,280
117EP Wealth Advisors$409,100$1,850,000,000$92,000,000$1,942,000,000
118Fort Pitt Capital Group Inc$411,064$1,844,694,233$56,475,593$1,901,169,826
119McCutchen Group$3,944,829$1,079,304,655$818,158,112$1,897,462,767
120Rinet Company$1,209,765$1,884,814,372$0$1,884,814,372
121Truepoint, Inc.$455,074$1,848,022,000$11,410,000$1,859,432,000
122JMG Financial Group Ltd$853,675$1,732,973,000$126,332,000$1,859,305,000
123Westmount Asset Management$588,767$1,820,468,313$0$1,820,468,313
124Palladium Registered Investment Advisors$1,111,450$1,780,507,812$31,156,163$1,811,663,975
125HBKS Wealth Advisors$283,612$1,788,673,055$14,816,645$1,803,489,700
126Welch Hornsby, Inc.$3,905,213$1,733,914,501$0$1,733,914,501
127Valeo Financial Advisors$401,948$70,505,073$1,651,440,075$1,721,945,148
128Parsec Financial Management, Inc$413,093$1,595,231,966$117,452,289$1,712,684,255
129Obermeyer Wood Investment Counsel, LLP$750,531$1,663,227,859$44,981,027$1,708,208,886
130Yale Capital Corp.$17,345,194$1,699,828,987$0$1,699,828,987
131Century Management$896,572$1,681,073,396$0$1,681,073,396
132TCI Wealth Advisors, Inc.$304,315$1,661,494,537$5,238,833$1,666,733,370
133Laird Norton Wealth Management$1,267,547$1,498,142,000$134,458,000$1,632,600,000
134Mozaic$28,115,856$0$1,630,719,653$1,630,719,653
135Modera Wealth Management$415,955$1,542,292,000$79,099,000$1,621,391,000
136Capital Directions$1,543,758$1,102,674,000$512,097,000$1,614,771,000
137Sage Financial Group Inc.$629,718$1,383,811,472$205,596,309$1,589,407,781
138Barrett Asset Management$2,001,208$1,418,116,822$162,837,690$1,580,954,512
139Fairview Capital$5,462,415$1,567,713,063$0$1,567,713,063
140Osborne Partners$1,156,952$1,311,593,098$251,449,128$1,563,042,226
141Sand Hill Global Advisors$1,956,211$1,420,135,404$142,877,371$1,563,012,775
142Green Square Capital$1,490,803$1,303,056,145$256,323,911$1,559,380,056
143Evensky & Katz$475,908$1,552,600,000$6,000,000$1,558,600,000
144Biltmore Family Office, LLC$4,375,745$489,337,134$1,046,549,366$1,535,886,500
145Arcus Capital Partners, LLC$1,010,054$1,473,740,363$31,239,472$1,504,979,835
146Foster Group, Inc.$526,453$1,477,637,994$22,752,643$1,500,390,637
147Windrose Advisors$78,751,947$102,015,788$1,394,271,213$1,496,287,001
148Destination Wealth Management$409,319$1,489,920,024$0$1,489,920,024
149North American Management Corp$1,212,349$1,272,004,020$200,999,989$1,473,004,009
150Hamilton Capital Management Inc$350,894$1,470,245,217$0$1,470,245,217
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.