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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Engines Advisors$118,298$138,000,000,000$0$138,000,000,000
2Chevy Chase Trust Company$7,606,728$25,528,177,638$0$25,528,177,638
3Jasper Ridge Partners$311,310,491$14,823,204,704$431,009,367$15,254,214,071
4Kayne Anderson Rudnick Investment Management$656,686$10,720,302,256$2,054,860,318$12,775,162,574
5Rockefeller & Co., Inc.$3,649,711$10,158,539,239$170,142,607$10,328,681,846
6Anchor Capital Advisors LLC$337,632$3,427,444,526$5,340,855,512$8,768,300,038
7Global Financial Private Capital, LLC$89,005$5,676,356,475$0$5,676,356,475
8Litman Gregory Asset Management, LLC$4,057,818$1,382,733,254$3,515,053,238$4,897,786,492
9Zacks Investment Management$906,316$4,201,682,745$0$4,201,682,745
10Seven Post Private Investment Office$7,515,481$3,948,625,255$214,951,428$4,163,576,683
11Symmetry Partners$176,644$3,948,000,000$0$3,948,000,000
13Pacific Portfolio Consulting, LLC$12,167,492$669,927,085$2,481,453,254$3,151,380,339
14QCI Asset Management Inc$1,105,717$1,745,646,182$1,382,426,046$3,128,072,228
15Index Fund Advisors, Inc.$496,244$2,861,063,293$208,703,343$3,069,766,636
16Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
17The Burney Company$387,378$1,733,518,165$0$1,733,518,165
18Foundation Resource Management, Inc.$3,903,101$1,555,867,814$153,690,335$1,709,558,149
19Capital Investment Advisors, LLC$292,657$1,681,300,000$12,600,000$1,693,900,000
20The Golub Group$523,634$1,362,126,705$43,830,696$1,405,957,401
21North Star Asset Management Inc$715,536$1,269,308,717$26,527,090$1,295,835,807
22Efficient Advisors$202,917$1,268,842,230$0$1,268,842,230
23Rocky Mountain Advisers$6,811,277$1,266,897,471$0$1,266,897,471
24Buckhead Capital Management, LLC$6,874,125$925,773,507$256,576,031$1,182,349,538
25Reilly Financial Advisors$201,288$1,111,460,874$63,256,231$1,174,717,105
26Wealthplan Advisors$1,349,223$225,297,561$945,828,043$1,171,125,604
27McLean Asset Management Corp.$351,307$934,828,804$0$934,828,804
28Intrepid Capital Management Inc$3,962,728$905,449,151$9,941,026$915,390,177
29Total Investment Management, Inc.$364,489$870,398,591$0$870,398,591
30FundX Investment Group, LLC$1,257,353$867,573,890$0$867,573,890
33Cornerstone Management, Inc.$540,177$757,421,200$986,635$758,407,835
34The Institute$227,128$667,746,544$86,318,965$754,065,509
35Investor Solutions$537,320$574,960,613$178,361,335$753,321,948
36Sharkey Howes & Javer Inc$254,518$576,039,037$163,080,672$739,119,709
37Syntrinsic Investment Counsel$1,756,396$377,543,749$358,386,072$735,929,821
38Brookfield Investment Partners$19,446,911$715,648,374$3,887,331$719,535,705
39Davidson & Garrard Inc$511,818$679,609,269$5,202,890$684,812,159
40Leonetti & Associates$671,717$677,762,897$0$677,762,897
41Dynamic Wealth Advisors$206,011$641,763,599$33,951,677$675,715,276
42Sierra Nevada Wealth Management, LLC$3,905,878$7,341,159$637,128,775$644,469,934
43Hardy Reed, LLC$2,632,202$642,257,334$0$642,257,334
44Tradewinds Capital Management$193,340$630,289,872$0$630,289,872
45CJM Wealth Advisers, Ltd.$314,729$598,312,223$27,054,415$625,366,638
46Castlekeep Investment Advisors$4,249,007$104,619,450$502,988,546$607,607,996
47Xpyria Investment Advisors, Inc.$785,202$546,171,448$329,051$546,500,499
48Ellenbecker Investment Group$415,950$540,734,639$0$540,734,639
49Tradition Capital Management LLC$666,584$516,847,599$17,753,002$534,600,601
50PDS Planning Inc$174,922$385,710,713$142,553,381$528,264,094
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Showing 1 to 50 of 222 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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