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$121,688$113,000,000,000$0$113,000,000,000
2Chevy Chase Trust Company$6,410,150$23,172,691,091$0$23,172,691,091
3Jasper Ridge Partners$4,855,152$13,317,681,425$0$13,317,681,425
4Rockefeller & Co., Inc.$3,842,402$10,329,519,276$167,922,019$10,497,441,295
5Kayne Anderson Rudnick Investment Management$658,234$8,095,166,786$1,534,144,418$9,629,311,204
6Anchor Capital Advisors LLC$332,719$4,999,249,395$3,105,450,690$8,104,700,085
7Litman Gregory Asset Management$5,149,667$1,341,117,853$4,807,584,177$6,148,702,030
8Global Financial Private Capital, LLC$87,959$5,864,324,208$0$5,864,324,208
9Finaccess Advisors$28,676,621$0$4,387,523,027$4,387,523,027
10Churchill Management Group$312,221$3,963,749,591$105,732,850$4,069,482,441
11Symmetry Partners$169,578$3,864,000,000$0$3,864,000,000
12Zacks Investment Management$695,318$3,335,439,162$0$3,335,439,162
13Regentatlantic$1,974,133$2,975,927,271$56,340,838$3,032,268,109
14QCI Asset Management Inc$1,095,781$1,572,729,208$1,275,205,225$2,847,934,433
15Sawtooth Solutions$284,171$2,776,634,053$0$2,776,634,053
16Pacific Portfolio Consulting, LLC$10,955,429$617,405,237$2,132,407,507$2,749,812,744
17Index Fund Advisors, Inc.$487,141$2,654,516,423$72,496,474$2,727,012,897
18TCI Wealth Advisors, Inc.$306,349$1,972,671,344$8,184,070$1,980,855,414
19HBKS Wealth Advisors$269,095$1,826,321,899$9,713,105$1,836,035,004
20Eton Advisors, Lp$12,242,515$1,205,433,954$520,760,711$1,726,194,665
21Foundation Resource Management, Inc.$3,788,096$1,418,894,935$244,079,134$1,662,974,069
22The Burney Company$487,604$1,609,093,293$0$1,609,093,293
23The Pacific Financial Group, Inc.$124,642$1,366,491,993$53,928,174$1,420,420,167
24Capital Investment Advisors$264,779$1,400,200,000$11,600,000$1,411,800,000
25Cain, Watters & Associates, PLLC$243,312$1,360,116,221$0$1,360,116,221
26The Golub Group$495,457$1,200,217,414$32,478,422$1,232,695,836
27North Star Asset Management Inc$652,878$1,187,884,016$25,163,228$1,213,047,244
28Rocky Mountain Advisers$6,782,996$1,125,977,313$0$1,125,977,313
29Wealthplan Advisors$1,219,605$206,824,570$917,651,033$1,124,475,603
30Century Management$771,744$1,025,647,624$0$1,025,647,624
31Nottingham Advisors Inc.$488,024$967,263,391$0$967,263,391
32Baker Avenue Asset Management, LP$626,515$790,000,000$89,000,000$879,000,000
33Howe and Rusling, Inc.$490,749$819,137,286$49,978,768$869,116,054
34Tufton Capital Management$1,181,617$757,406,439$87,450,065$844,856,504
35Straightline$154,717$780,076,184$38,993,290$819,069,474
36Total Investment Management, Inc.$320,878$801,873,087$0$801,873,087
37Intrepid Capital Management Inc$3,454,005$782,780,288$11,640,893$794,421,181
38PPCM$6,303,119$271,304,301$516,585,585$787,889,886
39McLean Asset Management Corp.$354,103$783,984,059$0$783,984,059
40Reilly Financial Advisors$364,823$760,128,832$18,037,888$778,166,720
41Castlekeep Investment Advisors$4,247,171$216,374,730$552,363,299$768,738,029
42Sharkey Howes & Javer Inc$253,279$585,829,236$157,544,296$743,373,532
43Corda Investment Management$341,440$691,000,000$11,000,000$702,000,000
44Syntrinsic Investment Counsel$1,470,131$309,571,846$379,919,458$689,491,304
45Cornerstone Management, Inc.$494,899$660,873,191$1,796,736$662,669,927
46LJPR$224,300$653,610,255$0$653,610,255
47Leonetti & Associates$626,629$653,574,113$0$653,574,113
48Dynamic Wealth Advisors$198,276$616,479,946$37,038,016$653,517,962
49Davidson & Garrard Inc$510,671$648,084,893$4,041,940$652,126,833
50Patriot Investment Management Group Inc$180,193$644,912,469$0$644,912,469
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.