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
151Destination Wealth Management$414,443$1,537,581,912$0$1,537,581,912
152The Burney Company$461,515$1,523,000,000$0$1,523,000,000
153Barrett Asset Management$2,037,523$1,314,469,396$179,035,167$1,493,504,563
154Fairview Capital$4,426,779$1,491,824,454$0$1,491,824,454
155Balentine$1,120,514$1,271,881,702$217,281,611$1,489,163,313
156IWP Wealth Management$49,355,475$95,674,549$1,384,989,697$1,480,664,246
157North American Management Corp$1,249,917$1,291,503,225$179,648,627$1,471,151,852
158Laird Norton Wealth Management$1,108,338$1,335,117,883$131,212,821$1,466,330,704
159Frontier Wealth Management, LLC$296,441$1,345,426,523$115,434,005$1,460,860,528
160Yale Capital Corp.$15,458,433$1,453,092,743$0$1,453,092,743
161Patriot Wealth Management, Inc.$816,425$1,283,785,000$167,003,000$1,450,788,000
162Water Oak Advisors, LLC$906,512$1,346,775,471$100,923,535$1,447,699,006
163Accredited Investors Wealth Management$455,079$1,412,699,215$31,720,451$1,444,419,666
164Montag$1,373,096$1,250,272,822$192,851,476$1,443,124,298
165Abacus Wealth Partners$332,939$1,310,988,000$130,640,000$1,441,628,000
166Evensky & Katz/Foldes Financial Wealth Management$369,953$1,437,608,217$1,879,443$1,439,487,660
167Chesley, Taft & Associates$1,022,769$1,324,004,319$115,032,171$1,439,036,490
168Regis Management Company, LLC$35,008,073$1,435,331,000$0$1,435,331,000
169Paratus Financial, Inc.$659,796$165,000,000$1,269,397,000$1,434,397,000
170Argent Wealth Management$811,450$1,077,589,113$352,997,911$1,430,587,024
171The Pacific Financial Group, Inc.$124,642$1,366,491,993$53,928,174$1,420,420,167
172Windrose Advisors$70,815,718$0$1,416,314,360$1,416,314,360
173Retirement Income Solutions, Inc.$1,237,868$1,416,120,446$0$1,416,120,446
174Beacon Pointe Wealth Advisors$288,119$1,408,515,868$5,862,491$1,414,378,359
175Aureus Asset Management$3,906,077$830,000,000$584,000,000$1,414,000,000
176Capital Investment Advisors$264,779$1,400,200,000$11,600,000$1,411,800,000
177F.L.Putnam Investment Management Co.$1,010,966$1,410,297,871$0$1,410,297,871
178Filament$3,643,701$814,229,662$595,882,808$1,410,112,470
179Beaumont Financial Partners$495,246$1,018,972,213$375,641,349$1,394,613,562
180LLBH Private Wealth Management, LLC$376,042$1,381,135,475$3,075,503$1,384,210,978
181Cobblestone Capital Advisors$728,533$1,296,455,925$80,472,298$1,376,928,223
182Osborne Partners$1,092,013$1,121,427,040$243,589,811$1,365,016,851
183Cain, Watters & Associates, P.L.L.C.$243,312$1,360,116,221$0$1,360,116,221
184Pure Financial Advisors, Inc.$192,715$1,344,804,286$10,366,677$1,355,170,963
185Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
186Arcus Capital Partners, LLC$800,531$1,333,055,834$18,239,986$1,351,295,820
187Portfolio Solutions LLC$753,224$1,350,530,165$0$1,350,530,165
188Eton Advisors, Lp$9,527,917$1,204,992,781$128,915,625$1,333,908,406
189Northeast Investment Management Inc$1,099,543$1,297,757,692$24,992,243$1,322,749,935
190Crestwood Advisors$828,300$1,246,976,654$74,990,658$1,321,967,312
191Exencial Wealth Advisors$534,507$1,145,074,052$171,416,959$1,316,491,011
192Envoi$1,757,478$1,311,078,717$0$1,311,078,717
193Resource Consulting Group$714,433$1,302,411,080$0$1,302,411,080
194Wealthcare Capital Management$177,975$1,301,172,948$0$1,301,172,948
195Barwick & Partners, Inc.$4,298,765$1,267,563,663$30,663,272$1,298,226,935
196Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
197Salem Investment Counselors Inc$1,343,158$1,276,000,000$0$1,276,000,000
198True North Management Group$157,302,294$1,258,418,353$0$1,258,418,353
199InterOcean Capital$684,833$640,479,447$610,710,272$1,251,189,719
200Chilton Capital Management$856,781$1,229,864,931$3,899,791$1,233,764,722
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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.