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
8RMB Capital Management$550,564$6,599,840,429$684,672,490$7,284,512,919
9FCI Advisors$690,162$6,266,024,938$937,200,146$7,203,225,084
10Gresham Partners$6,306,287$3,268,654,658$2,381,778,108$5,650,432,766
11Savant Capital Management$1,242,031$5,359,364,571$0$5,359,364,571
12Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
13The Colony Group, LLC$792,637$4,169,877,786$1,048,845,500$5,218,723,286
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
16Ferguson Wellman Capital Management, Inc.$2,022,684$4,561,151,863$0$4,561,151,863
17Homrich Berg$733,809$4,129,668,278$370,049,606$4,499,717,884
18Seven Bridges Advisors LLC$33,766,801$1,947,014,656$2,307,602,309$4,254,616,965
19Orgel Wealth Management$555,722$3,993,417,000$0$3,993,417,000
20Balasa Dinverno Foltz$707,109$3,464,832,063$0$3,464,832,063
21Cornerstone Advisors Inc$804,503$3,331,448,195$0$3,331,448,195
22Manchester Capital Management$2,445,670$2,444,205,796$820,763,027$3,264,968,823
23Miller Investment Management, LP$13,187,101$1,597,888,623$1,514,267,249$3,112,155,872
24South Texas Money Management, Ltd.$1,007,635$2,918,333,223$105,578,541$3,023,911,764
25Wilbanks, Smith & Thomas Asset Management$673,693$2,645,060,787$38,931,156$2,683,991,943
26Inverness Counsel$2,803,306$2,288,695,461$382,854,805$2,671,550,266
27Cumberland Advisors$1,332,767$2,662,489,022$3,043,993$2,665,533,015
28HBKS Wealth Advisors$275,389$2,555,496,816$46,926,039$2,602,422,855
29Seaward Management$1,641,237$2,514,374,781$0$2,514,374,781
30Clifford Swan Investment Counsel$1,101,432$1,915,883,479$553,526,931$2,469,410,410
31Massey, Quick & Co.$3,192,329$1,587,092,752$829,500,267$2,416,593,019
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
35MRA Associates$1,135,618$1,517,521,893$659,456,965$2,176,978,858
36Paul Comstock Partners$13,857,380$0$2,147,893,910$2,147,893,910
37Regis Management Company, LLC$44,283,936$2,081,345,000$0$2,081,345,000
38Southeast Asset Advisors Inc$2,167,869$896,504,943$1,141,291,987$2,037,796,930
39Boston Financial Management LLC$964,749$1,890,500,989$54,432,548$1,944,933,537
40Capital Directions$1,829,413$1,326,000,000$605,860,000$1,931,860,000
41Pinnacle Advisory Group, Inc.$395,833$1,900,000,000$0$1,900,000,000
42Hamilton Capital Management Inc$368,875$1,868,418,371$14,319,167$1,882,737,538
43Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
44Douglass Winthrop Advisors LLC$1,873,926$1,790,886,005$26,821,867$1,817,707,872
45Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
46Water Oak Advisors, LLC$987,678$1,586,680,171$158,546,379$1,745,226,550
47Camden Capital, LLC$795,312$1,214,288,618$499,607,741$1,713,896,359
48Frontier Wealth Management, LLC$351,618$1,565,069,685$130,081,386$1,695,151,071
49Beaumont Financial Partners$592,090$1,254,335,115$439,633,419$1,693,968,534
50Morton Capital Management$672,257$1,564,955,765$73,333,649$1,638,289,414
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Showing 1 to 50 of 633 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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