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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 101 | Mozaic LLC | $43,286,207 | N/A | $1,255,300,000 | $1,255,300,000 |
| 102 | Heritage Investors Management Corp | $1,396,712 | $1,244,201,086 | $5,856,457 | $1,250,057,543 |
| 103 | Zemenick & Walker Inc. | $8,451,537 | N/A | $1,242,375,974 | $1,242,375,974 |
| 104 | Mainstay Capital Management LLC | $365,022 | $1,237,790,507 | N/A | $1,237,790,507 |
| 105 | Intrepid Capital Management Inc. | $8,612,245 | $1,228,425,992 | $3,125,000 | $1,231,550,992 |
| 106 | Concert Wealth Management | $463,981 | $894,624,629 | $334,923,873 | $1,229,548,502 |
| 107 | Barrett Asset Management LLC | $1,566,980 | $1,082,524,673 | $114,648,352 | $1,197,173,025 |
| 108 | Windrose Advisors LLC | $79,485,082 | N/A | $1,192,276,235 | $1,192,276,235 |
| 109 | Highline Wealth Management LLC | $700,544 | $487,382,604 | $702,841,444 | $1,190,224,048 |
| 110 | Parsec Financial Management Inc. | $286,497 | $1,049,038,674 | $114,997,427 | $1,164,036,101 |
| 111 | North American Management Corp | $946,713 | $1,003,692,796 | $138,042,516 | $1,141,735,312 |
| 112 | Riverpoint Capital Management Inc. | $931,214 | $1,134,661,579 | $7,007,094 | $1,141,668,673 |
| 113 | Caprin Asset Management LLC | $1,648,866 | $1,139,366,091 | N/A | $1,139,366,091 |
| 114 | Foster Group Inc. | $417,068 | $1,110,915,916 | $13,081,872 | $1,123,997,788 |
| 115 | Green Square Capital LLC | $1,290,355 | $1,006,384,888 | $108,481,923 | $1,114,866,811 |
| 116 | Hartland & Co | $1,048,145 | $571,139,907 | $543,038,120 | $1,114,178,027 |
| 117 | Banyan Partners LLC | $352,325 | $941,979,511 | $167,844,779 | $1,109,824,290 |
| 118 | Osborne Partners | $1,126,184 | $894,464,623 | $177,662,728 | $1,072,127,351 |
| 119 | Circle Wealth Management LLC | $2,655,982 | $404,557,708 | $663,146,896 | $1,067,704,604 |
| 120 | Geller Family Office Services LLC | $5,204,657 | $764,047,323 | $302,907,342 | $1,066,954,665 |
| 121 | Destination Wealth Management | $314,706 | $1,049,444,917 | $9,854,158 | $1,059,299,075 |
| 122 | Financial Clarity Inc. | $35,093,767 | N/A | $1,052,813,000 | $1,052,813,000 |
| 123 | Salem Investment Counselors Inc. | $1,235,294 | $1,050,000,000 | N/A | $1,050,000,000 |
| 124 | Mcqueen Ball & Associates Inc. | $747,875 | $1,047,024,365 | N/A | $1,047,024,365 |
| 125 | ChesleyTaft & Associates LLC | $929,154 | $941,998,619 | $101,441,043 | $1,043,439,662 |
| 126 | Evergreen Capital Management LLC | $859,308 | $892,099,473 | $149,381,311 | $1,041,480,784 |
| 127 | Weatherstone Capital Management | $190,529 | $1,032,409,861 | $6,164,560 | $1,038,574,421 |
| 128 | Radnor Financial Advisors Inc. | $779,004 | $1,030,622,481 | N/A | $1,030,622,481 |
| 129 | Boston Financial Management Inc. | $1,032,071 | $997,280,640 | $20,341,642 | $1,017,622,282 |
| 130 | Sage Financial Group Inc. | $1,818,062 | $877,356,010 | $138,940,432 | $1,016,296,442 |
| 131 | Whitnell & Co | $790,528 | $832,814,000 | $182,224,000 | $1,015,038,000 |
| 132 | Truepoint Inc. | $395,858 | $982,653,000 | $28,763,000 | $1,011,416,000 |
| 133 | The Portfolio Strategy Group Inc. | $633,710 | $1,009,500,000 | N/A | $1,009,500,000 |
| 134 | Hynes Himmelreich Glennon & Company LLC | $586,205 | $931,300,000 | $75,800,000 | $1,007,100,000 |
| 135 | Tci Wealth Advisors Inc. | $772,273 | $995,880,756 | $4,212,578 | $1,000,093,334 |
| 136 | Modera Wealth Management LLC | $358,611 | $952,119,943 | $30,116,640 | $982,236,583 |
| 137 | True North Advisors LLC | $260,276 | $816,885,860 | $163,051,522 | $979,937,382 |
| 138 | Filament LLC | $3,752,619 | $581,193,186 | $398,240,320 | $979,433,506 |
| 139 | Cobblestone Capital Advisors LLC | $640,379 | $951,802,985 | $21,572,417 | $973,375,402 |
| 140 | Advisory Services & Investments LLC | $6,697,558 | $188,918,314 | $775,530,042 | $964,448,356 |
| 141 | Sand Hill Global Advisors LLC | $5,906,832 | $951,000,000 | N/A | $951,000,000 |
| 142 | Morton Capital Management | $510,975 | $940,810,921 | $5,513,885 | $946,324,806 |
| 143 | Accredited Investors Inc. | $314,391 | $869,894,559 | $44,355,874 | $914,250,433 |
| 144 | Parsons Capital Management Inc. | $692,564 | $902,120,307 | $3,753,213 | $905,873,520 |
| 145 | Paratus Financial Inc. | $692,308 | $100,000,000 | $800,000,000 | $900,000,000 |
| 146 | Lee Financial Corp | $718,868 | $803,090,025 | $94,057,424 | $897,147,449 |
| 147 | Pinnacle Advisory Group Inc. | $340,706 | $896,737,970 | N/A | $896,737,970 |
| 148 | Affiliated Private Investors LLC | $4,873,626 | $801,000,000 | $86,000,000 | $887,000,000 |
| 149 | Montag A & Associates Inc. | $1,023,461 | $883,318,855 | $2,998,611 | $886,317,466 |
| 150 | Capital Investment Advisors LLC | $565,739 | $844,381,533 | $41,000,000 | $885,381,533 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.