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
151Stelac Advisory Services$5,325,901$515,050,646$949,572,086$1,464,622,732
152Frontier Investment Management Co$696,871$1,463,428,143$0$1,463,428,143
153Argent Wealth Management$843,690$1,080,531,726$380,739,097$1,461,270,823
154Chesley, Taft & Associates$1,080,773$1,326,620,177$129,180,602$1,455,800,779
155Accredited Investors Inc$430,821$1,406,431,596$39,836,061$1,446,267,657
156Morton Capital Management$670,750$1,248,248,975$194,534,572$1,442,783,547
157LLBH Private Wealth Management, LLC$325,413$1,435,454,020$3,196,491$1,438,650,511
158Exencial Wealth Advisors$636,862$1,223,522,213$203,685,353$1,427,207,566
159Filament$3,820,152$817,976,944$606,939,838$1,424,916,782
160Douglass Winthrop Advisors LLC$1,826,682$1,347,740,383$75,244,563$1,422,984,946
161Paratus Financial, Inc.$918,936$148,500,000$1,268,500,000$1,417,000,000
162Pinnacle Advisory Group, Inc.$402,183$1,400,000,000$0$1,400,000,000
163Leavell Investment Management, Inc.$1,166,213$1,395,472,259$1,650,496$1,397,122,755
164Patriot Wealth Management, Inc.$841,815$1,276,713,735$118,173,110$1,394,886,845
165Fairport Asset Management$834,705$1,057,966,377$330,147,969$1,388,114,346
166Twin Focus Capital Partners$16,698,840$1,218,040,589$167,963,151$1,386,003,740
167Montag$1,358,573$1,248,953,972$135,431,579$1,384,385,551
168Cain, Watters & Associates, P.L.L.C.$265,787$0$1,377,576,195$1,377,576,195
169LBI Wealth Management$6,401,356$1,376,291,582$0$1,376,291,582
170F.L.Putnam Investment Management Co.$1,033,134$1,364,770,000$0$1,364,770,000
171Highline Wealth Management$447,519$1,017,501,308$334,005,258$1,351,506,566
172Abacus Wealth Partners$360,000$1,172,000,000$178,000,000$1,350,000,000
173Capital Investment Advisors$271,633$1,335,100,000$11,386,000$1,346,486,000
174Northeast Investment Management Inc$1,160,045$1,323,758,721$21,893,455$1,345,652,176
175Aureus Asset Management$5,056,818$804,000,000$531,000,000$1,335,000,000
176Radnor Financial Advisors, Inc.$779,554$1,334,595,954$0$1,334,595,954
177Retirement Income Solutions, Inc.$1,219,729$1,334,383,591$0$1,334,383,591
178Cobblestone Capital Advisors$719,044$1,267,332,109$62,899,509$1,330,231,618
179IWP Wealth Management$9,475,098$42,019,831$1,284,493,901$1,326,513,732
180Crestwood Advisors$872,204$1,204,988,497$116,401,179$1,321,389,676
181Resource Consulting Group$744,228$1,319,515,634$0$1,319,515,634
182Salem Investment Counselors Inc$1,297,725$1,312,000,000$0$1,312,000,000
183Cypress Wealth Advisors$3,739,568$1,068,696,987$236,412,141$1,305,109,128
184Chilton Capital Management$932,104$1,297,185,381$3,099,607$1,300,284,988
185Sweetwater Investments Inc$7,870,874$456,025,456$842,668,697$1,298,694,153
186Circle Wealth Management$2,103,085$385,217,310$910,282,844$1,295,500,154
187Balentine$916,074$1,042,782,414$250,714,142$1,293,496,556
188Brouwer & Janachowski$927,651$1,293,145,387$0$1,293,145,387
189Financial Clarity, Inc.$41,531,839$0$1,287,487,000$1,287,487,000
190True North Advisors$2,453,483$1,076,680,698$204,037,669$1,280,718,367
191Covenant Multi-Family Offices$1,625,271$1,272,587,000$0$1,272,587,000
192Intrepid Capital Management Inc$5,865,680$1,252,603,958$14,382,883$1,266,986,841
193Bridgewater Advisors Inc.$570,313$1,261,532,320$0$1,261,532,320
194Bristlecone Advisors LLC$1,824,825$1,259,129,213$0$1,259,129,213
195The MDE Group, Inc.$745,847$1,254,514,634$0$1,254,514,634
196Personal Capital Advisors Corporation$137,266$1,248,300,000$0$1,248,300,000
197Delegate Advisors$2,214,181$25,370,723$1,221,213,203$1,246,583,926
198Whitnell & Co$838,290$1,111,627,000$128,204,000$1,239,831,000
199Envoi$1,945,326$1,231,391,417$0$1,231,391,417
200Baker Avenue Asset Management, LP$917,910$928,000,000$302,000,000$1,230,000,000
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.