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
101EP Wealth Advisors$389,425$2,110,000,000$70,000,000$2,180,000,000
102Matter Family Office$10,462,342$0$2,176,167,088$2,176,167,088
103Personal Capital Advisors Corporation$125,900$2,128,462,122$0$2,128,462,122
104Adviser Investments$380,545$2,094,900,000$0$2,094,900,000
105McCutchen Group$3,752,408$1,208,765,000$840,050,000$2,048,815,000
106Budros, Ruhlin & Roe, Inc.$314,338$1,932,336,991$114,317,282$2,046,654,273
107Ashfield Capital Partners$4,676,726$1,584,416,522$435,929,146$2,020,345,668
108Columbia Pacific Capital Management$3,395,294$915,000,000$1,105,200,000$2,020,200,000
109Wescott Financial Advisory Group$893,481$1,855,162,594$158,744,046$2,013,906,640
110Badgley Phelps Investment Managers$1,341,817$1,758,177,321$253,206,850$2,011,384,171
111Truepoint, Inc.$465,805$1,978,067,910$32,813,264$2,010,881,174
112Valeo Financial Advisors$255,833$63,588,181$1,941,883,362$2,005,471,543
113Massey, Quick & Co.$4,294,445$862,348,243$1,138,863,223$2,001,211,466
114TCI Wealth Advisors, Inc.$306,349$1,972,671,344$8,184,070$1,980,855,414
115Heritage Investors Management Corp$1,715,096$1,956,497,375$15,863,123$1,972,360,498
116David Vaughan Investments Inc$1,051,224$1,967,892,000$0$1,967,892,000
117Westmount Asset Management$613,215$1,884,391,566$68,084,610$1,952,476,176
118Mainstay Capital Management$507,978$1,930,318,035$0$1,930,318,035
119Wharton Business Group$7,638,034$1,650,891,386$266,255,049$1,917,146,435
120Andersen Tax LLC$6,307,973$0$1,898,700,000$1,898,700,000
121Zemenick & Walker Inc$10,529,618$0$1,884,801,708$1,884,801,708
122Retirement Advisors Of America$474,629$1,803,723,317$62,043,265$1,865,766,582
123JMG Financial Group Ltd$736,001$1,726,081,000$136,738,000$1,862,819,000
124Nelson Capital Management$1,693,839$1,836,881,641$16,178,249$1,853,059,890
125Green Square Capital$992,838$1,387,452,532$454,261,341$1,841,713,873
126HBKS Wealth Advisors$269,095$1,826,321,899$9,713,105$1,836,035,004
127Lake Street Advisors$1,684,400$565,568,582$1,251,899,287$1,817,467,869
128Palladium Registered Investment Advisors$1,049,234$1,775,300,242$29,382,998$1,804,683,240
129LVW Advisors, LLC$1,347,829$593,899,544$1,175,800,504$1,769,700,048
130Rinet Company$1,440,775$1,623,102,623$134,642,932$1,757,745,555
131Twin Focus Capital Partners$21,242,713$1,583,266,432$158,636,052$1,741,902,484
132Parsec Financial Management, Inc$386,855$1,605,310,203$116,968,572$1,722,278,775
133LBI Wealth Management$8,549,090$1,709,817,975$0$1,709,817,975
134Mozaic$26,619,523$0$1,677,029,960$1,677,029,960
135Welch Hornsby, Inc.$3,702,571$1,673,562,262$0$1,673,562,262
136Foundation Resource Management, Inc.$3,788,096$1,418,894,935$244,079,134$1,662,974,069
137Douglass Winthrop Advisors LLC$1,768,533$1,637,122,055$25,299,074$1,662,421,129
138Capital Directions$1,385,452$1,190,000,000$467,000,000$1,657,000,000
139Modera Wealth Management$394,647$1,576,577,383$63,575,376$1,640,152,759
140Stelac Advisory Services$5,015,247$641,558,083$968,336,195$1,609,894,278
141Pinnacle Advisory Group, Inc.$420,942$1,600,000,000$0$1,600,000,000
142Biltmore Family Office, LLC$2,585,015$463,916,688$1,133,622,383$1,597,539,071
143Sand Hill Global Advisors$1,782,209$1,528,163,135$63,349,115$1,591,512,250
144Obermeyer Wood Investment Counsel, LLP$724,940$1,546,145,211$44,372,649$1,590,517,860
145Citrin Cooperman Wealth Management, Lp$1,157,187$315,612,412$1,248,904,217$1,564,516,629
146Foster Group, Inc.$479,883$1,539,126,038$22,893,479$1,562,019,517
147Camden Capital, LLC$926,935$1,038,164,557$509,817,342$1,547,981,899
148Sage Financial Group Inc.$587,822$1,366,932,318$178,452,537$1,545,384,855
149Hamilton Capital Management Inc$335,545$1,545,185,458$0$1,545,185,458
150Morton Capital Management$661,582$1,412,503,795$128,319,729$1,540,823,524
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 6, 2016.