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
151Sand Hill Global Advisors, LLC$1,754,599$2,136,496,991$90,089,598$2,226,586,589
152Southeast Asset Advisors Inc$2,361,196$1,056,299,612$1,146,695,918$2,202,995,530
153Abacus Wealth Partners$427,792$2,041,601,463$146,555,707$2,188,157,170
154Berman Capital Advisors, LLC$3,948,741$880,083,781$1,279,877,334$2,159,961,115
155Foster Group, Inc.$562,457$2,148,021,490$0$2,148,021,490
156Capital Investment Advisors, LLC$329,252$2,114,200,000$13,100,000$2,127,300,000
157Andersen Tax LLC$7,032,960$0$2,116,921,000$2,116,921,000
158LBI Wealth Management$11,017,196$2,115,301,658$0$2,115,301,658
159Exencial Wealth Advisors$657,973$1,881,551,143$223,304,413$2,104,855,556
160Douglass Winthrop Advisors LLC$3,552,591$2,071,292,821$28,288,542$2,099,581,363
161Strategic Wealth Partners$578,127$1,973,673,727$97,754,419$2,071,428,146
162Frontier Wealth Management, LLC$391,169$1,716,526,719$336,328,640$2,052,855,359
163Pinnacle Advisory Group, Inc.$350,622$2,050,437,552$0$2,050,437,552
164Corient Capital Partners, LLC$1,057,263$1,422,552,216$611,621,191$2,034,173,407
165Pure Financial Advisors, Inc.$247,052$1,993,173,447$23,759,261$2,016,932,708
166Water Oak Advisors, LLC$1,099,340$1,876,688,398$130,706,659$2,007,395,057
167Beaumont Financial Partners$690,686$1,527,174,024$462,692,076$1,989,866,100
168Camden Capital, LLC$712,391$1,350,678,857$626,917,648$1,977,596,505
169Rinet Company$1,390,127$1,848,894,684$127,865,936$1,976,760,620
170The Burney Company$433,638$1,939,227,098$0$1,939,227,098
171Accredited Investors Wealth Management$580,408$1,858,424,252$78,395,986$1,936,820,238
172Welch Hornsby, Inc.$114,825$1,929,182,721$0$1,929,182,721
173Mozaic$24,955,906$0$1,896,648,870$1,896,648,870
174Parallel Advisors$355,698$1,875,594,591$0$1,875,594,591
175Patriot Wealth Management, Inc.$970,344$1,731,953,817$132,077,514$1,864,031,331
176Stelac Advisory Services LLC$4,674,822$1,003,713,977$847,515,509$1,851,229,486
177Sage Financial Group Inc.$2,639,578$1,644,468,149$205,875,676$1,850,343,825
178Montag$1,666,411$1,602,921,787$236,795,880$1,839,717,667
179Resource Consulting Group$847,753$1,837,081,123$0$1,837,081,123
180Evensky & Katz/Foldes Financial Wealth Management$2,110,588$1,829,432,000$2,557,946$1,831,989,946
181Morton Capital Management$716,935$1,744,864,667$84,036,190$1,828,900,857
182Barrett Asset Management$2,192,863$1,597,959,543$215,537,954$1,813,497,497
183Laird Norton Wealth Management$1,267,464$1,564,986,113$229,743,510$1,794,729,623
184Zemenick & Walker Inc$8,794,545$0$1,794,087,238$1,794,087,238
185F.L.Putnam Investment Management Co.$1,072,663$1,784,599,312$4,603,241$1,789,202,553
186Cobblestone Capital Advisors$847,195$1,620,632,711$167,796,343$1,788,429,054
187Pagnatokarp Partners, LLC$824,048$1,695,225,895$92,957,378$1,788,183,273
188Northcoast Asset Management LLC$337,444$1,781,703,514$0$1,781,703,514
189Fairport Asset Management$1,019,836$1,346,949,615$427,565,013$1,774,514,628
190Retirement Income Solutions, Inc.$1,502,773$1,768,764,247$0$1,768,764,247
191TCG Advisors, Lp$1,515,491$1,534,353,977$231,192,740$1,765,546,717
192Chesley, Taft & Associates$1,131,631$1,589,085,013$171,732,368$1,760,817,381
193New England Private Wealth Advisors$801,150$1,287,605,421$463,709,521$1,751,314,942
194Cardiff Park Advisors$895,420$0$1,737,114,597$1,737,114,597
195Cambridge Associates Ltd LLC$425,238,915$0$1,700,955,660$1,700,955,660
196Dyson Capital Advisors$45,968,514$236,609,000$1,464,226,000$1,700,835,000
197Radnor Financial Advisors, LLC$711,876$1,699,959,816$0$1,699,959,816
198Private Vista, LLC$1,416,722$1,562,145,645$135,087,747$1,697,233,392
199Foundation Resource Management, Inc.$3,798,710$1,595,285,583$95,140,311$1,690,425,894
200Windrose Advisors$32,472,798$310,960,901$1,377,624,578$1,688,585,479
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Showing 151 to 200 of 2,172 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. 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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.

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