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$109,490$104,000,000,000$0$104,000,000,000
2Chevy Chase Trust Company$6,645,078$21,211,088,683$0$21,211,088,683
3Jasper Ridge Partners$5,760,533$12,221,720,247$100,059,446$12,321,779,693
4The Mutual Fund Store$123,970$10,080,000,000$0$10,080,000,000
5Rockefeller & Co., Inc.$4,841,319$9,394,857,836$374,924,482$9,769,782,318
6Kayne Anderson Rudnick Investment Management$699,370$7,990,714,501$1,376,642,658$9,367,357,159
7Anchor Capital Advisors LLC$378,818$6,044,883,452$2,706,567,213$8,751,450,665
8Litman Gregory Asset Management$6,466,298$1,395,805,988$6,137,431,064$7,533,237,052
9Reinhart Partners, Inc.$967,313$5,357,290,052$19,034,811$5,376,324,863
10Symmetry Partners$174,167$4,029,000,000$0$4,029,000,000
11Churchill Management Group$331,252$3,461,023,895$65,149,396$3,526,173,291
12Orgel Wealth Management$376,291$3,070,533,222$0$3,070,533,222
13Pacific Portfolio Consulting, LLC$12,475,340$595,099,035$2,361,556,542$2,956,655,577
14QCI Asset Management Inc$1,378,663$1,583,887,000$1,250,644,000$2,834,531,000
15Index Fund Advisors, Inc.$484,502$2,565,383,284$64,009,998$2,629,393,282
16Stralem & Co Inc$7,807,834$2,249,949,095$37,746,390$2,287,695,485
17Foundation Resource Management, Inc.$4,289,693$1,981,838,088$0$1,981,838,088
18Mainstay Capital Management$525,229$1,947,547,280$0$1,947,547,280
19HBKS Wealth Advisors$283,612$1,788,673,055$14,816,645$1,803,489,700
20Leavell Investment Management, Inc.$1,166,213$1,395,472,259$1,650,496$1,397,122,755
21Cain, Watters & Associates, P.L.L.C.$265,787$0$1,377,576,195$1,377,576,195
22Capital Investment Advisors$271,633$1,335,100,000$11,386,000$1,346,486,000
23Sweetwater Investments Inc$7,870,874$456,025,456$842,668,697$1,298,694,153
24Intrepid Capital Management Inc$5,865,680$1,252,603,958$14,382,883$1,266,986,841
25Baker Avenue Asset Management, LP$917,910$928,000,000$302,000,000$1,230,000,000
26Sheaff Brock Investment Advisors$363,529$1,214,187,000$0$1,214,187,000
27North Star Asset Management Inc$712,717$1,174,812,497$25,402,559$1,200,215,056
28The Golub Group$519,879$1,152,153,604$30,051,048$1,182,204,652
29The Pacific Financial Group, Inc.$123,513$1,108,290,571$15,920,893$1,124,211,464
30Legacy Wealth Management Inc$453,975$999,177,497$57,676,471$1,056,853,968
31Zhang Financial$244,476$848,088,000$0$848,088,000
32Castlekeep Investment Advisors$5,119,630$247,526,114$581,854,024$829,380,138
33Howe and Rusling, Inc.$583,867$776,870,040$35,872,348$812,742,388
34Straightline$135,366$754,094,682$38,339,403$792,434,085
35Total Investment Management, Inc.$335,035$792,023,719$0$792,023,719
36PPCM$6,818,217$200,428,068$590,485,083$790,913,151
37Weatherstone Capital Management$165,480$786,493,252$1,851,695$788,344,947
38Sharkey Howes & Javer Inc$245,317$609,642,077$145,198,480$754,840,557
39Reilly Financial Advisors$389,878$732,254,208$22,550,488$754,804,696
40Ulrich Consulting Group$7,952,355$283,684,156$424,075,401$707,759,557
41Corda Investment Management$349,626$690,000,000$11,000,000$701,000,000
42Davidson & Garrard Inc$581,728$694,001,940$0$694,001,940
43LJPR$207,983$692,374,733$0$692,374,733
44Syntrinsic Investment Counsel$5,792,946$164,197,221$519,370,384$683,567,605
45Patriot Investment Management Group Inc$178,068$638,194,395$0$638,194,395
46Leonetti & Associates$605,740$631,786,540$0$631,786,540
47Xpyria Investment Advisors, Inc.$929,905$595,837,427$231,852$596,069,279
48Cornerstone Management, Inc.$487,828$588,002,625$317,851$588,320,476
49McLean Asset Management Corp.$345,482$566,244,937$0$566,244,937
50CJM Wealth Advisers, Ltd.$322,392$535,023,063$20,458,988$555,482,051
Next Page »

Showing 1 to 50 of 212 entries

Page 1 | 2 | 3 | 4 | 5

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.