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
151The Burney Company$387,378$1,733,518,165$0$1,733,518,165
152LBI Wealth Management$8,631,238$1,726,247,575$0$1,726,247,575
153Mozaic$26,012,949$0$1,716,854,605$1,716,854,605
154Camden Capital, LLC$795,312$1,214,288,618$499,607,741$1,713,896,359
155Stelac Advisory Services LLC$4,578,150$539,611,749$1,172,616,198$1,712,227,947
156Foundation Resource Management, Inc.$3,903,101$1,555,867,814$153,690,335$1,709,558,149
157Pure Financial Advisors, Inc.$208,786$1,689,990,002$13,912,450$1,703,902,452
158Aureus Asset Management$4,187,192$830,000,000$870,000,000$1,700,000,000
159Frontier Wealth Management, LLC$351,618$1,565,069,685$130,081,386$1,695,151,071
160Capital Investment Advisors, LLC$292,657$1,681,300,000$12,600,000$1,693,900,000
161Northcoast Asset Management LLC$276,340$1,614,144,498$66,000,000$1,680,144,498
162Morton Capital Management$672,257$1,564,955,765$73,333,649$1,638,289,414
163Sage Financial Group Inc.$608,782$1,451,798,288$179,738,510$1,631,536,798
164William Harris Investors, Inc.$3,889,465$1,604,085,653$25,599,979$1,629,685,632
165Montag$1,469,890$1,392,539,348$216,989,952$1,609,529,300
166Patriot Wealth Management, Inc.$854,676$1,466,453,047$127,517,009$1,593,970,056
167Evensky & Katz/Foldes Financial Wealth Management$405,889$1,589,812,137$2,083,855$1,591,895,992
168Yale Capital Corp.$16,033,565$1,587,322,911$0$1,587,322,911
169Accredited Investors Wealth Management$536,410$1,548,848,084$28,198,418$1,577,046,502
170Fairport Asset Management$863,426$1,216,975,965$348,415,730$1,565,391,695
171New England Private Wealth Advisors$683,484$1,076,210,035$476,665,943$1,552,875,978
172Barrett Asset Management$2,080,979$1,362,146,779$186,101,860$1,548,248,639
173Chesley, Taft & Associates$1,035,897$1,379,326,370$158,980,372$1,538,306,742
174Argent Wealth Management$789,501$1,145,401,792$389,389,001$1,534,790,793
175Filament$3,596,733$951,594,917$580,613,175$1,532,208,092
176Retirement Income Solutions, Inc.$1,328,830$1,532,140,447$0$1,532,140,447
177Wealthcare Capital Management LLC$206,246$1,483,789,398$48,208,880$1,531,998,278
178Arlington Partners$2,611,646$930,898,633$596,913,996$1,527,812,629
179Strategic Wealth Partners$544,213$1,343,972,789$182,545,763$1,526,518,552
180Vista Wealth Management, LLC$866,969$1,524,130,900$0$1,524,130,900
181Resource Consulting Group$717,888$1,521,922,673$0$1,521,922,673
182Windrose Advisors$56,226,074$230,636,842$1,287,467,151$1,518,103,993
183Laird Norton Wealth Management$1,124,739$1,335,777,141$181,496,338$1,517,273,479
184Obermeyer Wood Investment Counsel, LLP$746,016$1,454,919,270$59,492,716$1,514,411,986
185Pagnatokarp Partners, LLC$737,607$1,512,017,853$1,552,437$1,513,570,290
186Leavell Investment Management, Inc.$1,146,570$1,507,738,955$0$1,507,738,955
187Beaumont Financial Partners$529,048$1,101,768,934$403,902,637$1,505,671,571
188Cobblestone Capital Advisors$724,627$1,399,449,143$94,731,410$1,494,180,553
189Paratus Financial, Inc.$647,400$170,097,779$1,307,915,921$1,478,013,700
190F.L.Putnam Investment Management Co.$977,462$1,460,502,733$1,780,398$1,462,283,131
191Arcus Capital Partners, LLC$767,204$1,435,039,940$16,510,341$1,451,550,281
192Carnegie Investment Counsel$507,702$1,232,922,593$209,965,290$1,442,887,883
193Portfolio Solutions LLC$782,873$1,438,136,895$0$1,438,136,895
194Brightworth$728,602$1,430,975,000$0$1,430,975,000
195IWP Wealth Management$44,522,663$104,660,719$1,320,064,498$1,424,725,217
196Radnor Financial Advisors, LLC$634,153$1,423,672,416$0$1,423,672,416
197Cardiff Park Advisors$739,627$0$1,420,084,571$1,420,084,571
198Brouwer & Janachowski, LLC$849,084$1,417,971,000$0$1,417,971,000
199Century Management$1,191,505$1,416,699,257$0$1,416,699,257
200Reynders, McVeigh Capital Management$1,008,998$1,337,241,845$69,300,721$1,406,542,566
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.