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
151Obermeyer Wood Investment Counsel, LLP$724,940$1,546,145,211$44,372,649$1,590,517,860
152Foster Group, Inc.$479,883$1,539,126,038$22,893,479$1,562,019,517
153Camden Capital, LLC$926,935$1,038,164,557$509,817,342$1,547,981,899
154Sage Financial Group Inc.$587,822$1,366,932,318$178,452,537$1,545,384,855
155Hamilton Capital Management Inc$335,545$1,545,185,458$0$1,545,185,458
156Destination Wealth Management$414,443$1,537,581,912$0$1,537,581,912
157Morton Capital Management$660,006$1,409,766,951$126,066,437$1,535,833,388
158Barrett Asset Management$2,037,523$1,314,469,396$179,035,167$1,493,504,563
159Fairview Capital$4,426,779$1,491,824,454$0$1,491,824,454
160Balentine$1,120,514$1,271,881,702$217,281,611$1,489,163,313
161IWP Wealth Management$49,355,475$95,674,549$1,384,989,697$1,480,664,246
162North American Management Corp$1,249,917$1,291,503,225$179,648,627$1,471,151,852
163Laird Norton Wealth Management$1,108,338$1,335,117,883$131,212,821$1,466,330,704
164Pure Financial Advisors, Inc.$200,490$1,453,321,137$12,659,363$1,465,980,500
165Evensky & Katz/Foldes Financial Wealth Management$282,411$1,460,098,330$1,098,265$1,461,196,595
166Frontier Wealth Management, LLC$296,441$1,345,426,523$115,434,005$1,460,860,528
167Yale Capital Corp.$15,458,433$1,453,092,743$0$1,453,092,743
168Patriot Wealth Management, Inc.$816,425$1,283,785,000$167,003,000$1,450,788,000
169Water Oak Advisors, LLC$906,512$1,346,775,471$100,923,535$1,447,699,006
170Accredited Investors Wealth Management$455,079$1,412,699,215$31,720,451$1,444,419,666
171Montag$1,373,096$1,250,272,822$192,851,476$1,443,124,298
172Abacus Wealth Partners$332,939$1,310,988,000$130,640,000$1,441,628,000
173Chesley, Taft & Associates$1,022,769$1,324,004,319$115,032,171$1,439,036,490
174Regis Management Company, LLC$35,008,073$1,435,331,000$0$1,435,331,000
175Paratus Financial, Inc.$659,796$165,000,000$1,269,397,000$1,434,397,000
176Argent Wealth Management$811,450$1,077,589,113$352,997,911$1,430,587,024
177Beaumont Financial Partners$505,902$1,040,852,191$383,767,699$1,424,619,890
178The Pacific Financial Group, Inc.$124,642$1,366,491,993$53,928,174$1,420,420,167
179Windrose Advisors$70,815,718$0$1,416,314,360$1,416,314,360
180Retirement Income Solutions, Inc.$1,237,868$1,416,120,446$0$1,416,120,446
181Beacon Pointe Wealth Advisors$288,119$1,408,515,868$5,862,491$1,414,378,359
182Aureus Asset Management$3,906,077$830,000,000$584,000,000$1,414,000,000
183Capital Investment Advisors$264,779$1,400,200,000$11,600,000$1,411,800,000
184F.L.Putnam Investment Management Co.$1,010,966$1,410,297,871$0$1,410,297,871
185Filament$3,643,701$814,229,662$595,882,808$1,410,112,470
186Fairport Asset Management$829,320$1,079,994,329$321,556,533$1,401,550,862
187Arcus Capital Partners, LLC$768,099$1,379,697,239$15,170,695$1,394,867,934
188LLBH Private Wealth Management, LLC$376,042$1,381,135,475$3,075,503$1,384,210,978
189Cobblestone Capital Advisors$728,533$1,296,455,925$80,472,298$1,376,928,223
190Osborne Partners$1,092,013$1,121,427,040$243,589,811$1,365,016,851
191Cain, Watters & Associates, PLLC$243,312$1,360,116,221$0$1,360,116,221
192Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
193Portfolio Solutions LLC$753,224$1,350,530,165$0$1,350,530,165
194Northeast Investment Management Inc$1,099,543$1,297,757,692$24,992,243$1,322,749,935
195Crestwood Advisors$828,300$1,246,976,654$74,990,658$1,321,967,312
196Envoi$1,757,478$1,311,078,717$0$1,311,078,717
197Resource Consulting Group$714,433$1,302,411,080$0$1,302,411,080
198Wealthcare Capital Management$177,975$1,301,172,948$0$1,301,172,948
199Barwick & Partners, Inc.$4,298,765$1,267,563,663$30,663,272$1,298,226,935
200Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.