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
1Fisher Investments$1,090,233$71,789,691,574$0$71,789,691,574
2Summit Rock Advisors$108,396,781$5,368,439,800$6,446,809,300$11,815,249,100
3Pinnacle Associates, Ltd.$1,514,695$6,098,162,000$0$6,098,162,000
4Fiduciary Counselling Inc$3,387,784$2,376,259,544$2,400,515,353$4,776,774,897
5Adviser Investments$459,057$4,651,250,142$71,071,057$4,722,321,199
6Finaccess Advisors$31,101,738$0$4,354,243,282$4,354,243,282
7Personal Capital Advisors Corporation$354,243$4,037,663,246$0$4,037,663,246
8The Bollard Group$7,238,441$3,821,742,628$50,823,423$3,872,566,051
9Chilton Investment Services$2,444,679$3,768,672,000$23,025,000$3,791,697,000
10Becker Capital Management, Inc.$3,354,238$3,508,533,410$0$3,508,533,410
11H.M. Payson$1,120,369$2,430,123,028$466,031,738$2,896,154,766
12MRA Associates$1,465,126$1,445,320,665$1,260,767,860$2,706,088,525
13CM Wealth Advisors Inc.$5,308,681$2,384,999,121$253,415,222$2,638,414,343
14Westmount Asset Management$616,215$2,078,654,707$55,913,751$2,134,568,458
15Mainstay Capital Management$581,260$1,883,499,635$196,250,145$2,079,749,780
16Exencial Wealth Advisors$603,704$1,588,891,630$225,842,808$1,814,734,438
17Welch Hornsby, Inc.$3,928,277$1,736,298,531$0$1,736,298,531
18Pure Financial Advisors, Inc.$208,786$1,689,990,002$13,912,450$1,703,902,452
19Aureus Asset Management$4,187,192$830,000,000$870,000,000$1,700,000,000
20Northcoast Asset Management LLC$276,340$1,614,144,498$66,000,000$1,680,144,498
21Evensky & Katz/Foldes Financial Wealth Management$405,889$1,589,812,137$2,083,855$1,591,895,992
22Wealthcare Capital Management LLC$206,246$1,483,789,398$48,208,880$1,531,998,278
23Leavell Investment Management, Inc.$1,146,570$1,507,738,955$0$1,507,738,955
24F.L.Putnam Investment Management Co.$977,462$1,460,502,733$1,780,398$1,462,283,131
25Brouwer & Janachowski, LLC$849,084$1,417,971,000$0$1,417,971,000
26Century Management$1,191,505$1,416,699,257$0$1,416,699,257
27Ashfield Capital Partners$3,457,736$1,115,303,564$288,537,172$1,403,840,736
28Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
29Courier Capital, LLC$1,087,362$1,024,875,577$304,968,292$1,329,843,869
30M. Griffith Investment Services, Inc.$487,260$436,052,178$825,951,570$1,262,003,748
31RTD Financial Advisors Inc$2,212,707$1,218,530,563$31,648,914$1,250,179,477
32Smith, Salley & Associates$1,573,574$1,227,387,998$0$1,227,387,998
33Rembert Pendleton Jackson$285,134$11,565,000$1,205,387,000$1,216,952,000
34Colorado Financial Management$1,672,605$1,169,610,634$2,885,705$1,172,496,339
35The Mosaic Financial Group$2,033,629$785,853,792$385,516,473$1,171,370,265
36Baker Avenue Asset Management, LP$850,603$863,382,787$291,735,748$1,155,118,535
37True North Advisors$2,728,724$1,123,511,913$8,908,397$1,132,420,310
38Legacy Wealth Management Inc$421,320$996,545,743$75,293,076$1,071,838,819
39Sweetwater Investments Inc$5,802,826$557,849,226$498,265,149$1,056,114,375
40SFMG Wealth Advisors$299,656$1,024,861,708$27,828,627$1,052,690,335
41Motley Fool Wealth Management, LLC$291,963$1,049,022,107$0$1,049,022,107
42Nottingham Advisors Inc.$499,255$1,026,468,021$0$1,026,468,021
43Raub Brock Capital Management, LP$260,067$877,627,261$122,849,435$1,000,476,696
44Cornerstone Advisory$549,067$986,645,018$4,420,245$991,065,263
45Heritage Investment Group, Inc.$663,306$986,335,935$0$986,335,935
46FBB Capital Partners$384,308$909,722,371$67,958,291$977,680,662
47The Wealth Consulting Group$198,863$974,431,085$0$974,431,085
48California Financial Advisors$402,071$655,885,773$305,868,325$961,754,098
49Veris Wealth Partners$544,813$820,500,606$137,280,829$957,781,435
50Atlas Private Wealth Management, LLC$259,753$900,304,239$0$900,304,239
Next Page »

Showing 1 to 50 of 335 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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.