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
151Cain, Watters & Associates, P.L.L.C.$255,582$0$1,312,415,835$1,312,415,835
152Exencial Wealth Advisors$637,439$1,097,781,831$212,791,872$1,310,573,703
153Sand Hill Global Advisors$1,823,719$1,259,360,043$48,246,631$1,307,606,674
154Spruce Private Investors$7,776,939$1,025,156,044$273,592,823$1,298,748,867
155Capital Directions$645,831$948,600,000$345,000,000$1,293,600,000
156Sweetwater Investments Inc$7,479,610$410,258,764$876,234,173$1,286,492,937
157Putnam F L Investment Management Co$1,019,713$1,283,819,000$0$1,283,819,000
158Argent Wealth Management$625,094$972,216,597$309,850,260$1,282,066,857
159Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
160Financial Clarity, Inc.$40,835,968$0$1,265,915,000$1,265,915,000
161Windsor Financial Group$1,754,245$500,102,800$764,707,500$1,264,810,300
162Resource Consulting Group$752,285$1,262,334,504$0$1,262,334,504
163Balentine$1,131,401$994,927,364$266,584,193$1,261,511,557
164Strategic Wealth Partners, LLC$436,244$1,044,723,216$214,277,408$1,259,000,624
165Northeast Investment Management Inc$1,107,426$1,236,702,036$21,333,596$1,258,035,632
166Cobblestone Capital Advisors$704,920$1,224,609,469$32,967,053$1,257,576,522
167Howland Capital Management$1,177,600$1,251,788,453$0$1,251,788,453
168Patriot Wealth Management, Inc.$790,461$1,126,211,704$123,506,425$1,249,718,129
169Montag$1,202,339$1,132,513,010$113,110,064$1,245,623,074
170Arlington Partners$2,188,433$680,593,704$549,305,564$1,229,899,268
171LBI Wealth Management$5,200,160$1,222,037,547$0$1,222,037,547
172Pinnacle Advisory Group, Inc.$376,892$1,220,000,000$0$1,220,000,000
173LLBH Private Wealth Management, LLC$373,244$1,212,003,036$5,517,911$1,217,520,947
174Douglass Winthrop Advisors LLC$1,715,202$1,155,807,695$48,264,450$1,204,072,145
175Crestwood Advisors$833,638$1,034,869,775$163,902,238$1,198,772,013
176Retirement Income Solutions, Inc.$1,189,003$1,198,514,851$0$1,198,514,851
177Hamilton Capital Management Inc$345,590$1,197,468,888$0$1,197,468,888
178Salem Investment Counselors Inc$1,312,775$1,192,000,000$0$1,192,000,000
179Frontier Investment Management Co$624,278$1,188,626,068$0$1,188,626,068
180Courier Capital Corporation$1,062,679$757,280,903$427,606,467$1,184,887,370
181Chilton Capital Management$909,781$1,180,751,337$2,874,341$1,183,625,678
182Bridgewater Advisors Inc.$571,798$1,181,905,895$0$1,181,905,895
183Paratus Financial, Inc.$784,547$74,510,000$1,103,880,000$1,178,390,000
184Capital Investment Advisors$256,411$1,155,400,000$10,500,000$1,165,900,000
185North Star Asset Management Inc$718,327$1,125,505,078$23,818,884$1,149,323,962
186Whitnell & Co$824,627$968,263,000$177,968,000$1,146,231,000
187McQueen Ball & Associates Inc$1,064,978$1,134,659,749$11,256,266$1,145,916,015
188Weatherstone Capital Management$184,353$1,133,768,136$0$1,133,768,136
189Baker Avenue Asset Management, LP$850,263$818,000,000$312,000,000$1,130,000,000
190Circle Wealth Management$2,459,046$252,813,979$870,970,022$1,123,784,001
191Capstone Financial Advisors Inc$586,126$1,110,855,711$10,990,264$1,121,845,975
192Daintree Advisors$734,667$1,091,030,000$10,970,000$1,102,000,000
193Twin Focus Capital Partners$10,077,400$876,966,733$211,392,497$1,088,359,230
194IWP Wealth Management$7,481,500$7,490,935$1,077,326,570$1,084,817,505
195Altfest Personal Wealth Management$393,351$1,074,489,000$8,406,000$1,082,895,000
196True North Advisors$416,518$873,680,275$208,848,803$1,082,529,078
197Eton Advisors, LP$8,868,383$939,642,283$142,300,391$1,081,942,674
198Abacus Wealth Partners$341,314$1,042,000,000$38,258,000$1,080,258,000
199Brightworth$908,617$1,077,620,000$0$1,077,620,000
200Foster Dykema Cabot & Co Inc$2,126,594$1,043,967,944$29,962,019$1,073,929,963
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.