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
201Carnegie Investment Counsel$485,559$1,680,204,154$7,598,787$1,687,802,941
202Cresset Wealth Advisors$11,874,057$1,686,116,044$0$1,686,116,044
203Courier Capital, LLC$1,263,070$1,336,598,346$348,337,216$1,684,935,562
204Arcus Capital Partners, LLC$5,450,504$1,664,634,649$14,120,656$1,678,755,305
205Yale Capital Corp.$15,680,809$1,677,846,566$0$1,677,846,566
206Vista Wealth Management, LLC$911,978$1,673,480,371$0$1,673,480,371
207Waters, Parkerson & Co., LLC$1,004,661$1,537,165,242$133,586,539$1,670,751,781
208Interocean Capital, LLC$775,920$1,075,295,788$583,621,069$1,658,916,857
209IWP Wealth Management$44,741,082$71,408,011$1,584,012,027$1,655,420,038
210Leavell Investment Management, Inc.$1,184,380$1,498,756,308$151,084,827$1,649,841,135
211Circle Wealth Management$2,585,066$713,931,794$935,340,327$1,649,272,121
212Filament$3,788,731$1,003,604,766$640,704,299$1,644,309,065
213Chicago Partners Investment Group$934,754$1,265,518,364$365,627,854$1,631,146,218
214Envoi$1,654,391$1,629,575,000$0$1,629,575,000
215Northeast Investment Management Inc$1,225,211$1,583,429,638$46,100,786$1,629,530,424
216Argent Wealth Management$895,716$1,265,923,086$359,801,982$1,625,725,068
217North Star Asset Management Inc$865,604$1,597,651,696$27,087,260$1,624,738,956
218Barwick & Partners, Inc.$7,580,651$1,561,847,224$45,250,713$1,607,097,937
219Congress Wealth Management$2,693,519$1,600,910,921$4,426,280$1,605,337,201
220Private Ocean$530,664$1,576,344,142$15,648,889$1,591,993,031
221Salem Investment Counselors Inc$971,916$1,589,082,496$0$1,589,082,496
222The Golub Group$1,142,831$1,535,325,753$50,923,947$1,586,249,700
223Birch Hill Investment Advisors LLC$1,492,139$1,581,335,789$1,824,014$1,583,159,803
224Goelzer Investment Management$3,246,104$1,487,839,467$89,766,850$1,577,606,317
225Osborne Partners$1,165,271$1,280,230,791$295,215,976$1,575,446,767
226Obermeyer Wood Investment Counsel, LLP$803,432$1,567,496,495$0$1,567,496,495
227Arlington Partners$2,681,237$1,406,788,828$151,010,080$1,557,798,908
228Portfolio Solutions LLC$845,194$1,542,479,230$0$1,542,479,230
229Check Capital Management Inc$703,537$1,452,427,615$72,136,097$1,524,563,712
230North American Management Corp$1,581,309$1,305,764,323$213,873,735$1,519,638,058
231Reynders, McVeigh Capital Management$1,092,640$1,330,089,028$178,847,113$1,508,936,141
232Wealthplan Advisors$3,074,904$228,170,143$1,263,158,214$1,491,328,357
233Covenant$1,247,345$1,441,868,825$46,214,243$1,488,083,068
234Donaldson Capital Management$510,324$1,408,742,580$75,279,481$1,484,022,061
235Farr Miller & Washington$1,313,855$1,457,719,382$25,623,221$1,483,342,603
236The Mather Group, Inc.$317,740$1,170,051,189$309,028,752$1,479,079,941
237Paratus Financial, Inc.$567,158$185,704,159$1,292,309,541$1,478,013,700
238Cookson Peirce Wealth Management$1,639,799$1,469,260,000$0$1,469,260,000
239Financial Clarity, Inc.$47,063,613$0$1,458,972,000$1,458,972,000
240Polaris Greystone Financial Group$388,113$1,422,462,063$30,634,000$1,453,096,063
241Colorado Financial Management$1,936,295$1,446,920,744$3,363,927$1,450,284,671
242Rocky Mountain Advisers$6,865,906$1,448,209,654$496,468$1,448,706,122
243TrueWealth Management$567,999$1,344,092,547$100,897,453$1,444,990,000
244Colony Family Offices$2,171,009$1,401,477,728$31,388,503$1,432,866,231
245Bridgewater Advisors Inc.$356,604$1,430,694,500$0$1,430,694,500
246Delegate Advisors, LLC$2,423,570$123,700,718$1,301,358,630$1,425,059,348
247Heritage Financial Services$357,663$1,422,066,903$0$1,422,066,903
248The Welch Group$1,522,924$1,398,044,266$0$1,398,044,266
249West Financial Services, Inc.$792,462$1,386,808,356$0$1,386,808,356
250Pegasus Partners$860,292$1,288,452,905$92,316,420$1,380,769,325
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Showing 201 to 250 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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