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
201Cardiff Park Advisors$739,627$0$1,420,084,571$1,420,084,571
202Century Management$1,191,505$1,416,699,257$0$1,416,699,257
203Reynders, McVeigh Capital Management$1,008,998$1,337,241,845$69,300,721$1,406,542,566
204The Golub Group$523,634$1,362,126,705$43,830,696$1,405,957,401
205Birch Hill Investment Advisors LLC$1,375,071$1,402,449,193$1,497,811$1,403,947,004
206Ashfield Capital Partners$3,457,736$1,115,303,564$288,537,172$1,403,840,736
207RCL Advisors, LLC$10,200,644$9,750,029$1,387,738,194$1,397,488,223
209Biltmore Family Office, LLC$1,468,724$830,390,723$560,491,195$1,390,881,918
210Goelzer Investment Management$1,282,279$1,356,079,231$28,781,594$1,384,860,825
211Northeast Investment Management Inc$1,110,066$1,353,914,512$25,897,875$1,379,812,387
212Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
213North American Management Corp$1,351,602$1,198,426,649$178,855,384$1,377,282,033
214Osborne Partners$1,114,005$1,120,854,902$256,055,395$1,376,910,297
215ACG Wealth, Inc.$168,238$1,113,295,568$259,360,017$1,372,655,585
216Barwick & Partners, Inc.$4,649,195$1,334,305,328$37,207,051$1,371,512,379
217Dyson Capital Advisors$52,152,385$200,245,000$1,155,717,000$1,355,962,000
218Congress Wealth Management$708,564$1,339,359,022$9,038,407$1,348,397,429
219Financial Clarity, Inc.$43,088,581$0$1,335,746,000$1,335,746,000
221Courier Capital, LLC$1,087,362$1,024,875,577$304,968,292$1,329,843,869
222Salem Investment Counselors Inc$933,571$1,307,000,000$0$1,307,000,000
223North Star Asset Management Inc$715,536$1,269,308,717$26,527,090$1,295,835,807
224Wellspring Financial Advisors$1,805,774$169,522,547$1,108,965,218$1,278,487,765
225Guyasuta Investment Advisors, Incorporated$1,229,735$1,274,005,000$0$1,274,005,000
226Efficient Advisors$202,917$1,268,842,230$0$1,268,842,230
227Rocky Mountain Advisers$6,811,277$1,266,897,471$0$1,266,897,471
228Interocean Capital, LLC$741,965$749,726,161$516,807,694$1,266,533,855
229M. Griffith Investment Services, Inc.$487,260$436,052,178$825,951,570$1,262,003,748
230Colony Family Offices$3,380,385$1,227,601,242$33,282,220$1,260,883,462
231Bridgewater Advisors Inc.$631,191$1,257,332,460$0$1,257,332,460
232Farr Miller & Washington$1,168,232$1,241,909,299$13,939,833$1,255,849,132
233Check Capital Management Inc$621,803$1,206,656,502$46,275,842$1,252,932,344
234RTD Financial Advisors Inc$2,212,707$1,218,530,563$31,648,914$1,250,179,477
235Cypress Wealth Advisors$3,408,516$1,106,438,069$141,078,864$1,247,516,933
236Foster Dykema Cabot & Co Inc$2,083,642$1,212,829,382$16,519,386$1,229,348,768
237Chilton Capital Management$1,564,224$1,225,625,775$2,289,850$1,227,915,625
238Smith, Salley & Associates$1,573,574$1,227,387,998$0$1,227,387,998
239Huber Financial$279,160$1,032,774,172$187,711,538$1,220,485,710
240Donaldson Capital Management$455,125$1,157,047,563$63,142,218$1,220,189,781
241Chicago Partners Investment Group$619,001$841,362,773$371,260,813$1,212,623,586
242True North Management Group$151,125,282$1,209,002,256$0$1,209,002,256
243Motley Fool Wealth Management, LLC$318,478$1,201,935,670$0$1,201,935,670
244TrueWealth Management$524,824$1,188,725,816$0$1,188,725,816
245McQueen Ball & Associates Inc$1,142,427$1,182,411,546$0$1,182,411,546
246Buckhead Capital Management, LLC$6,874,125$925,773,507$256,576,031$1,182,349,538
247Reilly Financial Advisors$201,288$1,111,460,874$63,256,231$1,174,717,105
248Altfest Personal Wealth Management$412,319$1,164,784,000$8,676,000$1,173,460,000
249Colorado Financial Management$1,672,605$1,169,610,634$2,885,705$1,172,496,339
250The Mosaic Financial Group$2,033,629$785,853,792$385,516,473$1,171,370,265
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Showing 201 to 250 of 1,937 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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