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.

Filters

# of employees

MinMax

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Engines Advisors$105,615$88,200,000,000$0$88,200,000,000
2Chevy Chase Trust Company$6,621,475$18,944,040,654$0$18,944,040,654
3Rockefeller & Co., Inc.$5,188,737$9,644,491,034$1,262,234,564$10,906,725,598
4The Mutual Fund Store$119,998$9,620,000,000$0$9,620,000,000
5Kayne Anderson Rudnick Investment Management$703,698$7,717,600,267$1,319,282,970$9,036,883,237
6Litman Gregory Asset Management$7,208,780$1,361,027,585$6,345,158,664$7,706,186,249
7Capital Strategies Investment Group$48,702,202$700,135,983$6,800,003,096$7,500,139,079
8Reinhart Partners, Inc.$939,591$4,834,026,641$17,083,646$4,851,110,287
9Symmetry Partners$173,740$3,840,000,000$0$3,840,000,000
10Churchill Management Group$370,070$3,365,349,336$25,235,134$3,390,584,470
11Arin Risk Advisors$133,319,291$3,066,343,698$0$3,066,343,698
12Orgel Wealth Management$449,340$2,807,027,739$0$2,807,027,739
13Pacific Portfolio Consulting, LLC$12,116,391$525,859,993$2,273,026,258$2,798,886,251
14Alaska Permanent Capital Management Co$6,405,475$2,743,829,279$36,146,899$2,779,976,178
15QCI Asset Management Inc$958,846$1,426,580,199$1,097,101,183$2,523,681,382
16Index Fund Advisors, Inc.$440,365$2,226,044,093$0$2,226,044,093
17Foundation Resource Management, Inc.$4,438,454$1,979,550,652$0$1,979,550,652
18Mainstay Capital Management$496,115$1,852,988,872$0$1,852,988,872
19Intrepid Capital Management Inc$7,481,072$1,406,261,048$15,142,682$1,421,403,730
20Cain, Watters & Associates, P.L.L.C.$255,582$0$1,312,415,835$1,312,415,835
21Capital Investment Advisors$256,411$1,155,400,000$10,500,000$1,165,900,000
22North Star Asset Management Inc$718,327$1,125,505,078$23,818,884$1,149,323,962
23Weatherstone Capital Management$184,353$1,133,768,136$0$1,133,768,136
24Baker Avenue Asset Management, LP$850,263$818,000,000$312,000,000$1,130,000,000
25Eton Advisors, LP$8,868,383$939,642,283$142,300,391$1,081,942,674
26The Pacific Financial Group, Inc.$122,460$1,033,263,076$15,236,744$1,048,499,820
27Pronvest, Inc.$39,240$426,933,397$599,511,806$1,026,445,203
28Legacy Wealth Management Inc$455,177$974,100,408$48,682,187$1,022,782,595
29The Golub Group$506,285$994,924,928$19,670,056$1,014,594,984
30Howe and Rusling, Inc.$580,719$764,794,014$33,695,254$798,489,268
31Sharkey Howes & Javer Inc$244,529$574,967,761$161,309,490$736,277,251
32Castlekeep Investment Advisors$4,619,647$131,546,963$598,357,272$729,904,235
33Ulrich Consulting Group$8,207,704$296,065,392$418,004,854$714,070,246
34LJPR$224,708$685,583,717$0$685,583,717
35Reilly Financial Advisors$410,341$679,114,432$0$679,114,432
36Total Investment Management, Inc.$311,875$654,313,414$0$654,313,414
37Sheaff Brock Investment Advisors$255,309$645,420,513$0$645,420,513
38Davidson & Garrard Inc$533,588$608,824,434$0$608,824,434
39Xpyria Investment Advisors, Inc.$980,625$580,797,142$713,729$581,510,871
40Patriot Investment Management Group Inc$167,692$574,010,783$0$574,010,783
41PDS Planning Inc$1,211,145$351,280,000$201,002,000$552,282,000
42RJR Associates Inc$1,569,607$425,872,000$117,212,000$543,084,000
43Strategic Wealth Management Inc$5,009,896$538,471,687$2,597,044$541,068,731
44McLean Asset Management Corp.$352,421$511,213,100$25,876,500$537,089,600
45CJM Wealth Advisers, Ltd.$321,190$493,076,406$20,184,455$513,260,861
46Cornerstone Management, Inc.$441,410$511,097,255$496,881$511,594,136
47Dynamic Wealth Advisors$178,172$430,405,285$46,917,630$477,322,915
48Wagner Bowman Management Corp$400,953$469,917,000$0$469,917,000
49Horan Capital Management,LLC$351,598$446,881,683$0$446,881,683
50Tradewinds Capital Management$189,627$444,105,420$0$444,105,420
Next Page »

Showing 1 to 50 of 199 entries

Page 1 | 2 | 3 | 4

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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.