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
201Salem Investment Counselors Inc$1,343,158$1,276,000,000$0$1,276,000,000
202True North Management Group$158,736,414$1,269,891,313$0$1,269,891,313
203InterOcean Capital$684,833$640,479,447$610,710,272$1,251,189,719
204Chilton Capital Management$856,781$1,229,864,931$3,899,791$1,233,764,722
205The Golub Group$495,457$1,200,217,414$32,478,422$1,232,695,836
206Cypress Wealth Advisors$3,528,477$1,101,232,166$126,677,905$1,227,910,071
207Brightworth$805,341$1,227,340,000$0$1,227,340,000
208North Star Asset Management Inc$652,878$1,187,884,016$25,163,228$1,213,047,244
209Delegate Advisors$2,146,504$45,830,764$1,162,650,981$1,208,481,745
210Carnegie Investment Counsel$473,369$1,126,558,177$80,532,971$1,207,091,148
211Financial Clarity, Inc.$42,964,571$0$1,203,008,000$1,203,008,000
212Reynders, McVeigh Capital Management$1,030,116$1,113,527,150$84,497,982$1,198,025,132
213Congress Wealth Management$724,714$1,186,544,499$9,234,083$1,195,778,582
214Courier Capital, LLC$998,949$970,632,723$216,118,523$1,186,751,246
215New England Private Wealth Advisors$554,382$984,696,601$200,017,655$1,184,714,256
216Efficient Advisors$152,770$1,184,429,121$0$1,184,429,121
217True North Advisors$417,847$1,060,938,641$117,807,389$1,178,746,030
218Farr Miller & Washington$1,230,177$1,100,800,049$70,328,077$1,171,128,126
219Cardiff Park Advisors$634,559$0$1,158,070,816$1,158,070,816
220Foster Dykema Cabot & Co Inc$2,285,801$1,121,265,532$35,349,922$1,156,615,454
221Whitnell & Co$763,728$1,046,058,000$109,462,000$1,155,520,000
222Dyson Capital Advisors$52,403,146$197,923,481$954,945,734$1,152,869,215
223McQueen Ball & Associates Inc$1,102,012$1,142,786,022$0$1,142,786,022
224Bridgewater Advisors Inc.$503,631$1,140,724,763$0$1,140,724,763
225M. Griffith Investment Services, Inc.$471,333$340,306,157$800,318,944$1,140,625,101
226Rocky Mountain Advisers$6,782,996$1,125,977,313$0$1,125,977,313
227Wealthplan Advisors$1,219,605$206,824,570$917,651,033$1,124,475,603
228Arlington Partners$1,915,092$707,021,839$405,646,632$1,112,668,471
229Atlanta Capital Group$376,394$801,580,240$309,157,992$1,110,738,232
230Altfest Personal Wealth Management$391,330$1,101,920,000$8,283,000$1,110,203,000
231Colony Family Offices$3,431,524$1,074,990,239$29,960,616$1,104,950,855
232Rembert Pendleton Jackson$265,454$7,220,000$1,096,539,000$1,103,759,000
233Sheaff Brock Investment Advisors$431,091$1,100,574,123$0$1,100,574,123
234Smith, Salley & Associates$1,869,809$1,086,358,992$0$1,086,358,992
235The Mosaic Financial Group$1,933,061$735,926,753$346,587,508$1,082,514,261
236Daintree Advisors$1,049,322$1,059,404,000$22,447,000$1,081,851,000
237Sweetwater Investments Inc$4,612,360$395,790,765$678,889,146$1,074,679,911
238Wellspring Financial Advisors$1,523,361$95,448,163$975,474,785$1,070,922,948
239Chicago Partners Investment Group$1,130,461$722,747,295$347,799,723$1,070,547,018
240Colorado Financial Management$1,543,974$1,063,056,783$2,285,531$1,065,342,314
241Gupta Wealth Management$696,088$966,996,897$91,752,688$1,058,749,585
242Capstone Financial Advisors Inc$530,944$1,046,646,341$11,525,894$1,058,172,235
243Pegasus Partners$815,886$978,475,000$77,281,000$1,055,756,000
244Donaldson Capital Management$430,685$1,004,372,781$51,236,758$1,055,609,539
245Emery Howard$643,459$1,047,281,157$7,348,214$1,054,629,371
246Sadoff Investment Management$886,844$1,052,684,324$0$1,052,684,324
247Fairway Wealth Management LLC$6,579,063$0$1,052,650,000$1,052,650,000
248Foster & Motley Inc$1,585,792$1,020,877,727$24,159,511$1,045,037,238
249Parsons Capital Management Inc$724,015$1,039,685,729$0$1,039,685,729
250MG Financial$14,435,040$55,780,942$983,541,949$1,039,322,891
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.