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$136,038$169,000,000,000$0$169,000,000,000
2Chevy Chase Trust Company$8,384,277$29,990,558,415$0$29,990,558,415
3Kayne Anderson Rudnick Investment Management$714,271$15,732,522,379$3,167,806,254$18,900,328,633
4Jasper Ridge Partners$448,164,428$17,715,432,511$659,309,016$18,374,741,527
5Appleton Partners,Inc.$1,584,787$9,144,218,642$0$9,144,218,642
6Gresham Partners$42,031,046$4,208,007,534$2,727,115,111$6,935,122,645
7Pinnacle Associates, Ltd.$1,563,182$6,496,586,132$0$6,496,586,132
8Seven Post Investment Office$14,556,069$4,435,399,066$237,098,935$4,672,498,001
9Finaccess Advisors$36,574,400$0$4,388,928,000$4,388,928,000
10Symmetry Partners$203,157$4,376,000,000$0$4,376,000,000
11Zacks Investment Management$906,316$4,201,682,745$0$4,201,682,745
12Cornerstone Advisors Inc$892,555$3,701,427,589$0$3,701,427,589
13Pacific Portfolio Consulting, LLC$12,893,461$815,561,533$2,833,287,983$3,648,849,516
14AE Wealth Management, LLC$96,867$2,759,050,999$0$2,759,050,999
15Pinnacle Advisory Group, Inc.$350,622$2,050,437,552$0$2,050,437,552
16Northcoast Asset Management LLC$337,444$1,781,703,514$0$1,781,703,514
17TCG Advisors, Lp$1,515,491$1,534,353,977$231,192,740$1,765,546,717
18Cambridge Associates Ltd LLC$425,238,915$0$1,700,955,660$1,700,955,660
19Foundation Resource Management, Inc.$3,798,710$1,595,285,583$95,140,311$1,690,425,894
20Wealthplan Advisors$3,074,904$228,170,143$1,263,158,214$1,491,328,357
21Rocky Mountain Advisers$6,865,906$1,448,209,654$496,468$1,448,706,122
22Raub Brock Capital Management, LP$306,838$1,083,750,198$191,159,954$1,274,910,152
23California Financial Advisors$440,342$743,627,147$345,339,650$1,088,966,797
24Wall Capital Group, Inc.$2,287,466$332,573,329$728,810,808$1,061,384,137
25Reliant Investment Management, LLC$2,358,499$758,509,550$215,550,398$974,059,948
26Syntrinsic Investment Counsel$2,254,981$556,983,711$372,068,383$929,052,094
27Intrepid Capital Management Inc$2,829,961$845,213,214$12,265,105$857,478,319
28Cornerstone Management, Inc.$588,701$847,489,826$1,417,320$848,907,146
29Dean Investments$1,590,712$819,216,904$0$819,216,904
30Sharkey Howes & Javer Inc$275,263$645,477,627$139,572,760$785,050,387
31Anchor Capital$7,219,516$758,049,189$0$758,049,189
32The Retirement Planning Group, Inc.$297,818$729,655,001$0$729,655,001
33Meyers Wealth Management, LLC$1,465,795$699,500,000$29,000,000$728,500,000
34Brookfield Investment Partners$20,723,529$663,152,928$0$663,152,928
35Charles Pratt & Company$1,027,131$500,697,479$160,775,139$661,472,618
36Castlekeep Investment Advisors$4,293,980$99,910,000$552,775,000$652,685,000
37Burt Wealth Advisors$574,624$607,377,710$0$607,377,710
38Sloan Investment Management$1,000,069$584,985,282$2,055,314$587,040,596
39Ruggie Wealth Management$296,228$578,580,848$2,617,900$581,198,748
40Generation Capital Management LLC$2,877,676$69,213,770$509,199,066$578,412,836
41Winthrop Capital Management$1,544,207$554,452,317$18,448,571$572,900,888
42Roof, Eidam & Maycock$532,762$530,893,187$19,982,718$550,875,905
43Kings Path Partners LLC$6,474,655$102,606,078$441,264,939$543,871,017
44AMI Investment Management Inc$2,361,505$512,446,604$0$512,446,604
45Quantum Capital Management$1,758,750$452,525,349$43,442,060$495,967,409
46Clearmark Partners, LLC$81,266,667$487,600,000$0$487,600,000
47Partners In Financial Planning$284,183$478,563,672$0$478,563,672
48Weatherstone Capital Management$191,590$436,996,616$3,085,045$440,081,661
49Strategic Wealth Management Inc$4,670,250$415,358,552$9,634,233$424,992,785
50Trunorth Wealth Partners$491,212$390,041,824$30,926,692$420,968,516
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Showing 1 to 50 of 109 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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