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
1Fisher Investments$1,375,420$53,827,069,320$0$53,827,069,320
2Oxford Financial Group, Ltd$1,927,570$1,742,710,000$10,709,395,000$12,452,105,000
3Summit Rock Advisors$146,555,556$3,975,000,000$5,258,000,000$9,233,000,000
4Johnson Investment Counsel, Inc.$1,034,022$8,194,628,000$0$8,194,628,000
5Chilton Investment Services$4,246,718$3,913,822,366$5,898,520$3,919,720,886
6Seven Post Private Investment Office$22,747,370$3,367,381,486$385,934,559$3,753,316,045
7Becker Capital Management, Inc.$3,666,050$3,090,480,200$0$3,090,480,200
8Ashfield Capital Partners$6,896,477$2,138,391,055$806,404,766$2,944,795,821
9The Bollard Group$9,313,221$2,784,653,071$0$2,784,653,071
10CM Wealth Advisors Inc.$18,902,378$2,299,328,257$252,492,736$2,551,820,993
11H.M. Payson$1,055,802$1,840,141,149$372,820,872$2,212,962,021
12Century Management$1,065,774$2,039,890,498$0$2,039,890,498
13Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
14Beaumont Financial Partners$818,278$1,444,124,764$536,108,492$1,980,233,256
15Welch Hornsby, Inc.$3,872,080$1,684,354,880$0$1,684,354,880
16Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
17Truepoint, Inc.$429,732$1,592,263,000$23,100,000$1,615,363,000
18Miller Russell Associates$1,347,318$1,266,657,097$263,896,179$1,530,553,276
19Oakmont Partners$1,770,225$220,408,706$1,162,136,793$1,382,545,499
20Leavell Investment Management, Inc.$1,193,897$1,333,300,115$1,476,520$1,334,776,635
21Spruce Private Investors$7,776,939$1,025,156,044$273,592,823$1,298,748,867
22Sweetwater Investments Inc$7,479,610$410,258,764$876,234,173$1,286,492,937
23Putnam F L Investment Management Co$1,019,713$1,283,819,000$0$1,283,819,000
24Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
25Windsor Financial Group$1,754,245$500,102,800$764,707,500$1,264,810,300
26Courier Capital Corporation$1,062,679$757,280,903$427,606,467$1,184,887,370
27True North Advisors$416,518$873,680,275$208,848,803$1,082,529,078
28Pure Financial Advisors, Inc.$190,617$953,050,527$5,945,862$958,996,389
29Wealthcare Capital Management$207,811$802,522,189$139,278,940$941,801,129
30Evensky & Katz$519,839$901,000,000$3,000,000$904,000,000
31Rand & Associates$938,412$850,307,519$12,092,717$862,400,236
32Empirical Wealth Management$310,682$833,380,576$24,100,514$857,481,090
33Round Table Services$861,894$754,693,356$90,824,465$845,517,821
34Jacobus Wealth Management Inc$827,120$696,164,216$148,325,616$844,489,832
35HFM Wealth Management$5,543,666$786,102,900$23,272,297$809,375,197
36Endurance Wealth Management, Inc.$1,077,496$711,245,493$83,946,443$795,191,936
37Howard Financial Services, Ltd.$795,130$513,773,809$275,790,756$789,564,565
38FBB Capital Partners$365,604$707,909,143$56,568,257$764,477,400
39FMA Advisory Inc$335,469$635,809,384$127,717,086$763,526,470
40Zuckerman Investment Group$1,203,628$747,766,000$9,316,000$757,082,000
41Financial & Investment Management Group Ltd$219,451$654,827,883$76,383,966$731,211,849
42SFMG Wealth Advisors$1,814,298$717,900,689$561,342$718,462,031
43Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
44Bitterroot Capital Advisors$73,810,905$78,057,742$586,240,402$664,298,144
45Forte Capital$316,899$622,400,000$37,700,000$660,100,000
46Palisade Asset Management$1,769,237$617,189,184$28,582,434$645,771,618
47Lutz Financial$456,345$478,614,878$133,343,992$611,958,870
48Laurel Wealth Advisors, Inc.$308,049$201,450,377$400,477,454$601,927,831
49Warwick Partners$947,717$0$577,159,588$577,159,588
50Wealthquest Corporation$211,873$555,091,378$14,000,000$569,091,378
Next Page »

Showing 1 to 50 of 299 entries

Page 1 | 2 | 3 | 4 | 5 | 6

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.