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.

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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
8Seven Post Private Investment Office$7,515,481$3,948,625,255$214,951,428$4,163,576,683
9Symmetry Partners$159,105$3,556,000,000$0$3,556,000,000
10Zacks Investment Management$695,318$3,335,439,162$0$3,335,439,162
11Regentatlantic$2,115,811$3,186,940,143$77,756,210$3,264,696,353
12Pacific Portfolio Consulting, LLC$12,167,492$669,927,085$2,481,453,254$3,151,380,339
13QCI Asset Management Inc$1,105,717$1,745,646,182$1,382,426,046$3,128,072,228
14Index Fund Advisors, Inc.$496,244$2,861,063,293$208,703,343$3,069,766,636
15Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
16HBKS Wealth Advisors$253,166$2,232,049,915$35,054,263$2,267,104,178
17The Pacific Financial Group, Inc.$132,277$1,730,276,521$54,006,075$1,784,282,596
18The Burney Company$387,378$1,733,518,165$0$1,733,518,165
19Foundation Resource Management, Inc.$3,903,101$1,555,867,814$153,690,335$1,709,558,149
20Capital Investment Advisors, LLC$292,657$1,681,300,000$12,600,000$1,693,900,000
21The Golub Group$523,634$1,362,126,705$43,830,696$1,405,957,401
22North Star Asset Management Inc$715,536$1,269,308,717$26,527,090$1,295,835,807
23Efficient Advisors$202,917$1,268,842,230$0$1,268,842,230
24Rocky Mountain Advisers$6,811,277$1,266,897,471$0$1,266,897,471
25Buckhead Capital Management, LLC$6,874,125$925,773,507$256,576,031$1,182,349,538
26Wealthplan Advisors$1,349,223$225,297,561$945,828,043$1,171,125,604
27Reilly Financial Advisors$278,845$966,442,813$57,198,461$1,023,641,274
28Howe and Rusling, Inc.$545,557$937,066,563$10,020,558$947,087,121
29McLean Asset Management Corp.$351,307$934,828,804$0$934,828,804
30Intrepid Capital Management Inc$3,962,728$905,449,151$9,941,026$915,390,177
31Condor Capital Management$348,774$787,220,699$113,314,871$900,535,570
32Total Investment Management, Inc.$364,489$870,398,591$0$870,398,591
33FundX Investment Group, LLC$1,257,353$867,573,890$0$867,573,890
34Corda Investment Management$352,292$817,878,000$47,000,000$864,878,000
35Straightline$141,497$805,542,636$40,325,134$845,867,770
36PPCM$5,729,172$252,991,494$549,092,645$802,084,139
37Patriot Investment Management Group Inc$212,569$760,785,132$0$760,785,132
38Cornerstone Management, Inc.$540,177$757,421,200$986,635$758,407,835
39Investor Solutions$537,320$574,960,613$178,361,335$753,321,948
40Sharkey Howes & Javer Inc$254,518$576,039,037$163,080,672$739,119,709
41Syntrinsic Investment Counsel$1,756,396$377,543,749$358,386,072$735,929,821
42Brookfield Investment Partners$19,446,911$715,648,374$3,887,331$719,535,705
43LJPR$237,063$698,624,213$0$698,624,213
44Davidson & Garrard Inc$511,818$679,609,269$5,202,890$684,812,159
45Dynamic Wealth Advisors$206,011$641,763,599$33,951,677$675,715,276
46Leonetti & Associates$654,992$672,021,697$0$672,021,697
47Sierra Nevada Wealth Management, LLC$3,905,878$7,341,159$637,128,775$644,469,934
48Hardy Reed, LLC$2,632,202$642,257,334$0$642,257,334
49Tradewinds Capital Management$193,340$630,289,872$0$630,289,872
50CJM Wealth Advisers, Ltd.$314,729$598,312,223$27,054,415$625,366,638
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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.