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$105,615$88,200,000,000$0$88,200,000,000
2Chevy Chase Trust Company$6,458,283$18,205,900,350$0$18,205,900,350
3Rockefeller & Co., Inc.$5,188,737$9,644,491,034$1,262,234,564$10,906,725,598
4Kayne Anderson Rudnick Investment Management$703,698$7,717,600,267$1,319,282,970$9,036,883,237
5Litman Gregory Asset Management$7,208,780$1,361,027,585$6,345,158,664$7,706,186,249
6Capital Strategies Investment Group$48,702,202$700,135,983$6,800,003,096$7,500,139,079
7Reinhart Partners, Inc.$983,368$4,834,026,641$244,083,646$5,078,110,287
8Symmetry Partners$173,740$3,840,000,000$0$3,840,000,000
9Orgel Wealth Management$435,142$2,698,843,249$918,926,499$3,617,769,748
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
12Pacific Portfolio Consulting, LLC$12,116,391$525,859,993$2,273,026,258$2,798,886,251
13Alaska Permanent Capital Management Co$6,405,475$2,743,829,279$36,146,899$2,779,976,178
14QCI Asset Management Inc$958,846$1,426,580,199$1,097,101,183$2,523,681,382
15The Mutual Fund Store$121,589$2,369,897,524$0$2,369,897,524
16Foundation Resource Management, Inc.$4,438,454$1,979,550,652$0$1,979,550,652
17Mainstay Capital Management$489,480$1,804,224,613$0$1,804,224,613
18Intrepid Capital Management Inc$7,481,072$1,406,261,048$15,142,682$1,421,403,730
19Cain, Watters & Associates, P.L.L.C.$255,582$0$1,312,415,835$1,312,415,835
20Weatherstone Capital Management$196,123$1,163,845,041$42,312,106$1,206,157,147
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
23Eton Advisors, LP$8,868,383$939,642,283$142,300,391$1,081,942,674
24Baker Avenue Asset Management, LP$845,723$760,000,000$298,000,000$1,058,000,000
25Pronvest, Inc.$39,240$426,933,397$599,511,806$1,026,445,203
26Legacy Wealth Management Inc$455,177$974,100,408$48,682,187$1,022,782,595
27The Golub Group$506,285$994,924,928$19,670,056$1,014,594,984
28The Pacific Financial Group, Inc.$114,305$825,381,316$13,614,680$838,995,996
29Howe and Rusling, Inc.$580,719$764,794,014$33,695,254$798,489,268
30Sharkey Howes & Javer Inc$244,529$574,967,761$161,309,490$736,277,251
31Castlekeep Investment Advisors$4,619,647$131,546,963$598,357,272$729,904,235
32Ulrich Consulting Group$8,207,704$296,065,392$418,004,854$714,070,246
33Total Investment Management, Inc.$311,875$654,313,414$0$654,313,414
34Sheaff Brock Investment Advisors$255,309$645,420,513$0$645,420,513
35LJPR$214,436$645,024,571$0$645,024,571
36Reilly Financial Advisors$399,932$611,896,576$0$611,896,576
37Davidson & Garrard Inc$533,588$608,824,434$0$608,824,434
38Xpyria Investment Advisors, Inc.$980,625$580,797,142$713,729$581,510,871
39PDS Planning Inc$1,211,145$351,280,000$201,002,000$552,282,000
40RJR Associates Inc$1,569,607$425,872,000$117,212,000$543,084,000
41Strategic Wealth Management Inc$5,009,896$538,471,687$2,597,044$541,068,731
42CJM Wealth Advisers, Ltd.$321,190$493,076,406$20,184,455$513,260,861
43Cornerstone Management, Inc.$441,410$511,097,255$496,881$511,594,136
44Dynamic Wealth Advisors$178,172$430,405,285$46,917,630$477,322,915
45Horan Capital Management,LLC$351,598$446,881,683$0$446,881,683
46Tradewinds Capital Management$189,627$444,105,420$0$444,105,420
47Manchester Financial Inc$279,917$439,749,340$0$439,749,340
48Brookfield Investment Partners$8,736,167$404,413,670$6,186,183$410,599,853
49AMI Investment Management Inc$2,239,883$407,658,675$0$407,658,675
50Wagner Bowman Management Corp$342,519$389,102,000$0$389,102,000
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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 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.