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
1Hall Capital Partners$194,201,352$7,401,509,930$25,224,317,172$32,625,827,102
2Edelman Financial Services, LLC$231,608$17,783,062,724$0$17,783,062,724
3BBR Partners$4,304,897$10,357,500,000$2,126,700,000$12,484,200,000
4Johnson Investment Counsel, Inc.$1,053,152$9,109,763,000$0$9,109,763,000
5Bahl & Gaynor Inc$4,435,277$8,513,449,450$574,434,122$9,087,883,572
6Appleton Partners,Inc.$1,489,696$8,279,729,129$0$8,279,729,129
7TAG Associates$6,713,647$351,300,000$7,913,200,000$8,264,500,000
8FCI Advisors$690,162$6,266,024,938$937,200,146$7,203,225,084
9Mercer Global Advisors Inc.$359,486$6,859,364,768$287,567,295$7,146,932,063
10Ronald Blue & Co., LLC$352,947$5,615,333,000$106,642,000$5,721,975,000
11Gresham Partners$6,306,287$3,268,654,658$2,381,778,108$5,650,432,766
12Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
13RMB Capital Management$423,766$4,632,552,016$589,518,318$5,222,070,334
14East End Advisors$192,112,012$711,132,169$4,475,892,149$5,187,024,318
15Mill Creek Capital Advisors$15,615,154$4,409,563,238$571,671,002$4,981,234,240
16Savant Capital Management$1,126,494$4,671,570,623$0$4,671,570,623
17Ferguson Wellman Capital Management, Inc.$2,022,684$4,561,151,863$0$4,561,151,863
18Homrich Berg$733,809$4,129,668,278$370,049,606$4,499,717,884
19Seven Bridges Advisors LLC$33,766,801$1,947,014,656$2,307,602,309$4,254,616,965
20Orgel Wealth Management$562,474$3,256,209,000$708,667,000$3,964,876,000
21Freestone Capital Management, LLC$559,698$3,221,195,155$657,514,983$3,878,710,138
22Balasa Dinverno Foltz$707,109$3,464,832,063$0$3,464,832,063
23Cornerstone Advisors Inc$804,503$3,331,448,195$0$3,331,448,195
24Manchester Capital Management$2,445,670$2,444,205,796$820,763,027$3,264,968,823
25Miller Investment Management, LP$13,187,101$1,597,888,623$1,514,267,249$3,112,155,872
26South Texas Money Management, Ltd.$1,007,635$2,918,333,223$105,578,541$3,023,911,764
27Wilbanks, Smith & Thomas Asset Management$673,693$2,645,060,787$38,931,156$2,683,991,943
28Inverness Counsel$2,803,306$2,288,695,461$382,854,805$2,671,550,266
29Cumberland Advisors$1,332,767$2,662,489,022$3,043,993$2,665,533,015
30Seaward Management$1,641,237$2,514,374,781$0$2,514,374,781
31Clifford Swan Investment Counsel$1,101,432$1,915,883,479$553,526,931$2,469,410,410
32Halbert Hargrove$711,492$2,079,262,378$253,720,272$2,332,982,650
33TCI Wealth Advisors, Inc.$329,040$2,233,873,131$5,898,894$2,239,772,025
34David Vaughan Investments Inc$1,092,960$2,216,522,000$0$2,216,522,000
35Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
36Southeast Asset Advisors Inc$2,167,869$896,504,943$1,141,291,987$2,037,796,930
37Parsec Financial Management, Inc$406,982$1,878,262,205$126,939,601$2,005,201,806
38Boston Financial Management LLC$964,749$1,890,500,989$54,432,548$1,944,933,537
39Massey, Quick & Co.$3,874,818$776,744,883$1,156,789,256$1,933,534,139
40Capital Directions$1,829,413$1,326,000,000$605,860,000$1,931,860,000
41Hamilton Capital Management Inc$368,875$1,868,418,371$14,319,167$1,882,737,538
42Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
43Douglass Winthrop Advisors LLC$1,873,926$1,790,886,005$26,821,867$1,817,707,872
44Pinnacle Advisory Group, Inc.$400,000$1,800,000,000$0$1,800,000,000
45Foster Group, Inc.$593,724$1,752,212,728$35,490,241$1,787,702,969
46Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
47Water Oak Advisors, LLC$987,678$1,586,680,171$158,546,379$1,745,226,550
48Camden Capital, LLC$795,312$1,214,288,618$499,607,741$1,713,896,359
49Frontier Wealth Management, LLC$351,618$1,565,069,685$130,081,386$1,695,151,071
50Morton Capital Management$672,257$1,564,955,765$73,333,649$1,638,289,414
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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.