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
151Coastal Bridge Advisors$423,064$1,737,639,019$3,270,487$1,740,909,506
152Welch Hornsby, Inc.$3,928,277$1,736,298,531$0$1,736,298,531
153LGL Partners, LLC$37,721,009$906,038,391$829,128,030$1,735,166,421
154The Burney Company$387,378$1,733,518,165$0$1,733,518,165
155Corient Capital Partners, LLC$1,152,060$1,242,294,991$486,947,073$1,729,242,064
156LBI Wealth Management$8,631,238$1,726,247,575$0$1,726,247,575
158Camden Capital, LLC$795,312$1,214,288,618$499,607,741$1,713,896,359
159Stelac Advisory Services LLC$4,578,150$539,611,749$1,172,616,198$1,712,227,947
160Foundation Resource Management, Inc.$3,903,101$1,555,867,814$153,690,335$1,709,558,149
161Pure Financial Advisors, Inc.$208,786$1,689,990,002$13,912,450$1,703,902,452
162Aureus Asset Management$4,187,192$830,000,000$870,000,000$1,700,000,000
163Frontier Wealth Management, LLC$351,618$1,565,069,685$130,081,386$1,695,151,071
164Beaumont Financial Partners$592,090$1,254,335,115$439,633,419$1,693,968,534
165Capital Investment Advisors, LLC$292,657$1,681,300,000$12,600,000$1,693,900,000
166Northcoast Asset Management LLC$276,340$1,614,144,498$66,000,000$1,680,144,498
167Morton Capital Management$672,257$1,564,955,765$73,333,649$1,638,289,414
168Sage Financial Group Inc.$608,782$1,451,798,288$179,738,510$1,631,536,798
169William Harris Investors, Inc.$3,889,465$1,604,085,653$25,599,979$1,629,685,632
171Patriot Wealth Management, Inc.$854,676$1,466,453,047$127,517,009$1,593,970,056
172Evensky & Katz/Foldes Financial Wealth Management$405,889$1,589,812,137$2,083,855$1,591,895,992
173Yale Capital Corp.$16,033,565$1,587,322,911$0$1,587,322,911
174Accredited Investors Wealth Management$536,410$1,548,848,084$28,198,418$1,577,046,502
175Fairport Asset Management$863,426$1,216,975,965$348,415,730$1,565,391,695
176New England Private Wealth Advisors$683,484$1,076,210,035$476,665,943$1,552,875,978
177Adviceperiod, LLC$994,265$1,530,699,146$19,360,721$1,550,059,867
178Barrett Asset Management$2,080,979$1,362,146,779$186,101,860$1,548,248,639
179Chesley, Taft & Associates$1,035,897$1,379,326,370$158,980,372$1,538,306,742
180Argent Wealth Management$789,501$1,145,401,792$389,389,001$1,534,790,793
182Retirement Income Solutions, Inc.$1,328,830$1,532,140,447$0$1,532,140,447
183Wealthcare Capital Management LLC$206,246$1,483,789,398$48,208,880$1,531,998,278
184Arlington Partners$2,611,646$930,898,633$596,913,996$1,527,812,629
185Strategic Wealth Partners$544,213$1,343,972,789$182,545,763$1,526,518,552
186Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
187Resource Consulting Group$717,888$1,521,922,673$0$1,521,922,673
188Windrose Advisors$56,226,074$230,636,842$1,287,467,151$1,518,103,993
189Laird Norton Wealth Management$1,124,739$1,335,777,141$181,496,338$1,517,273,479
190Pagnatokarp Partners, LLC$737,607$1,512,017,853$1,552,437$1,513,570,290
191Leavell Investment Management, Inc.$1,146,570$1,507,738,955$0$1,507,738,955
192Cobblestone Capital Advisors$724,627$1,399,449,143$94,731,410$1,494,180,553
193Obermeyer Wood Investment Counsel, LLP$760,377$1,488,057,024$0$1,488,057,024
194Paratus Financial, Inc.$647,400$170,097,779$1,307,915,921$1,478,013,700
195F.L.Putnam Investment Management Co.$977,462$1,460,502,733$1,780,398$1,462,283,131
196Arcus Capital Partners, LLC$767,204$1,435,039,940$16,510,341$1,451,550,281
197Carnegie Investment Counsel$507,702$1,232,922,593$209,965,290$1,442,887,883
198Portfolio Solutions LLC$782,873$1,438,136,895$0$1,438,136,895
199IWP Wealth Management$44,522,663$104,660,719$1,320,064,498$1,424,725,217
200Radnor Financial Advisors, LLC$634,153$1,423,672,416$0$1,423,672,416
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Showing 151 to 200 of 1,937 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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