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
201The Golub Group$523,634$1,362,126,705$43,830,696$1,405,957,401
202Birch Hill Investment Advisors LLC$1,375,071$1,402,449,193$1,497,811$1,403,947,004
203Ashfield Capital Partners$3,457,736$1,115,303,564$288,537,172$1,403,840,736
204RCL Advisors, LLC$10,200,644$9,750,029$1,387,738,194$1,397,488,223
205Covenant Multi-Family Offices$1,214,214$1,393,917,176$0$1,393,917,176
206Biltmore Family Office, LLC$1,468,724$830,390,723$560,491,195$1,390,881,918
207Goelzer Investment Management$1,282,279$1,356,079,231$28,781,594$1,384,860,825
208Northeast Investment Management Inc$1,110,066$1,353,914,512$25,897,875$1,379,812,387
209Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
210North American Management Corp$1,351,602$1,198,426,649$178,855,384$1,377,282,033
211Osborne Partners$1,114,005$1,120,854,902$256,055,395$1,376,910,297
212ACG Wealth, Inc.$168,238$1,113,295,568$259,360,017$1,372,655,585
213Barwick & Partners, Inc.$4,649,195$1,334,305,328$37,207,051$1,371,512,379
214Dyson Capital Advisors$52,152,385$200,245,000$1,155,717,000$1,355,962,000
215Congress Wealth Management$708,564$1,339,359,022$9,038,407$1,348,397,429
216Financial Clarity, Inc.$43,088,581$0$1,335,746,000$1,335,746,000
217Envoi$1,769,279$1,330,498,090$0$1,330,498,090
218Courier Capital, LLC$1,087,362$1,024,875,577$304,968,292$1,329,843,869
219Salem Investment Counselors Inc$933,571$1,307,000,000$0$1,307,000,000
220North Star Asset Management Inc$715,536$1,269,308,717$26,527,090$1,295,835,807
221Wellspring Financial Advisors$1,805,774$169,522,547$1,108,965,218$1,278,487,765
222Guyasuta Investment Advisors, Incorporated$1,229,735$1,274,005,000$0$1,274,005,000
223Efficient Advisors$202,917$1,268,842,230$0$1,268,842,230
224Rocky Mountain Advisers$6,811,277$1,266,897,471$0$1,266,897,471
225Interocean Capital, LLC$741,965$749,726,161$516,807,694$1,266,533,855
226M. Griffith Investment Services, Inc.$487,260$436,052,178$825,951,570$1,262,003,748
227Colony Family Offices$3,380,385$1,227,601,242$33,282,220$1,260,883,462
228Bridgewater Advisors Inc.$631,191$1,257,332,460$0$1,257,332,460
229Farr Miller & Washington$1,168,232$1,241,909,299$13,939,833$1,255,849,132
230Check Capital Management Inc$621,803$1,206,656,502$46,275,842$1,252,932,344
231RTD Financial Advisors Inc$2,212,707$1,218,530,563$31,648,914$1,250,179,477
232Cypress Wealth Advisors$3,408,516$1,106,438,069$141,078,864$1,247,516,933
233Foster Dykema Cabot & Co Inc$2,083,642$1,212,829,382$16,519,386$1,229,348,768
234Chilton Capital Management$1,564,224$1,225,625,775$2,289,850$1,227,915,625
235Smith, Salley & Associates$1,573,574$1,227,387,998$0$1,227,387,998
236Huber Financial$279,160$1,032,774,172$187,711,538$1,220,485,710
237Donaldson Capital Management$455,125$1,157,047,563$63,142,218$1,220,189,781
238Rembert Pendleton Jackson$285,134$11,565,000$1,205,387,000$1,216,952,000
239Chicago Partners Investment Group$619,001$841,362,773$371,260,813$1,212,623,586
240True North Management Group$151,125,282$1,209,002,256$0$1,209,002,256
241TrueWealth Management$524,824$1,188,725,816$0$1,188,725,816
242McQueen Ball & Associates Inc$1,142,427$1,182,411,546$0$1,182,411,546
243Buckhead Capital Management, LLC$6,874,125$925,773,507$256,576,031$1,182,349,538
244Altfest Personal Wealth Management$412,319$1,164,784,000$8,676,000$1,173,460,000
245Colorado Financial Management$1,672,605$1,169,610,634$2,885,705$1,172,496,339
246The Mosaic Financial Group$2,033,629$785,853,792$385,516,473$1,171,370,265
247Wealthplan Advisors$1,349,223$225,297,561$945,828,043$1,171,125,604
248Gamble Jones Investment Counsel$920,237$739,935,776$430,605,876$1,170,541,652
249Heritage Financial Services$322,266$1,164,347,091$0$1,164,347,091
250Foster & Motley Inc$1,735,016$1,143,462,536$20,733,415$1,164,195,951
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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.