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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Summit Rock Advisors LLC | $124,765,625 | $3,053,000,000 | $4,932,000,000 | $7,985,000,000 |
| 2 | Johnson Investment Counsel Inc. | $895,061 | $7,234,781,000 | $0 | $7,234,781,000 |
| 3 | Chilton Private Clients LLC | $4,707,739 | $4,343,450,866 | $6,500,000 | $4,349,950,866 |
| 4 | Becker Capital Management Inc. | $2,961,244 | $2,413,414,107 | $0 | $2,413,414,107 |
| 5 | Regentatlantic | $1,543,046 | $2,305,000,000 | $25,000,000 | $2,330,000,000 |
| 6 | Balasa Dinverno Foltz LLC | $633,221 | $2,183,560,727 | $121,995,876 | $2,305,556,603 |
| 7 | Qci Asset Management Inc. | $823,168 | $1,186,122,000 | $925,303,000 | $2,111,425,000 |
| 8 | Cm Wealth Advisors Inc. | $16,175,980 | $1,834,180,890 | $220,168,552 | $2,054,349,442 |
| 9 | Wilbanks Smith & Thomas Asset Management LLC | $668,549 | $1,956,551,068 | $41,741,378 | $1,998,292,446 |
| 10 | Century Management | $1,040,701 | $1,966,925,000 | $0 | $1,966,925,000 |
| 11 | H.M. Payson | $850,358 | $1,520,498,035 | $361,344,067 | $1,881,842,102 |
| 12 | Courier Capital Corp. | $1,788,556 | $631,970,750 | $1,224,550,769 | $1,856,521,519 |
| 13 | Beaumont Financial Partners LLC | $732,607 | $1,349,072,889 | $445,813,944 | $1,794,886,833 |
| 14 | Spruce Private Investors LLC | $8,279,112 | $1,171,135,558 | $567,477,977 | $1,738,613,535 |
| 15 | Alesco Advisors LLC | $2,172,845 | $1,690,473,422 | $0 | $1,690,473,422 |
| 16 | Concert Wealth Management | $419,065 | $1,465,888,822 | $0 | $1,465,888,822 |
| 17 | Sweetwater Investments Inc. | $7,218,575 | $1,100,254,230 | $357,897,987 | $1,458,152,217 |
| 18 | Westmount Asset Management LLC | $485,777 | $1,355,318,189 | $0 | $1,355,318,189 |
| 19 | Ls Investment Advisors LLC | $2,865,430 | $1,243,127,678 | $63,508,315 | $1,306,635,993 |
| 20 | Truepoint Inc. | $444,641 | $1,260,505,000 | $28,954,000 | $1,289,459,000 |
| 21 | Destination Wealth Management | $345,937 | $1,216,987,587 | $10,049,629 | $1,227,037,216 |
| 22 | True North Advisors LLC | $407,893 | $869,302,678 | $183,468,866 | $1,052,771,544 |
| 23 | Oakmont Partners LLC | $1,138,270 | $194,736,209 | $784,176,278 | $978,912,487 |
| 24 | Eton Advisors LP | $2,852,119 | $794,540,133 | $166,624,060 | $961,164,193 |
| 25 | Retirement Income Solutions Inc. | $1,070,563 | $953,872,016 | $0 | $953,872,016 |
| 26 | Round Table Services LLC | $1,336,226 | $587,735,332 | $334,260,440 | $921,995,772 |
| 27 | Hfm Wealth Management | $5,376,225 | $743,594,000 | $19,830,000 | $763,424,000 |
| 28 | Evensky & Katz LLC | $551,672 | $747,600,000 | $11,500,000 | $759,100,000 |
| 29 | Howard Financial Services Ltd. | $2,212,654 | $473,730,071 | $269,721,632 | $743,451,703 |
| 30 | Jacobus Wealth Management Inc. | $744,098 | $528,599,548 | $179,781,284 | $708,380,832 |
| 31 | Rand & Associates | $903,672 | $696,597,000 | $8,267,400 | $704,864,400 |
| 32 | Pure Financial Advisors Inc. | $144,097 | $676,218,470 | $4,063,135 | $680,281,605 |
| 33 | Empirical Wealth Management | $279,074 | $650,373,931 | $16,890,873 | $667,264,804 |
| 34 | Endurance Wealth Management Inc. | $907,702 | $589,143,072 | $74,387,000 | $663,530,072 |
| 35 | Bitterroot Capital Advisors LLC | $82,722,782 | $59,302,947 | $602,479,306 | $661,782,253 |
| 36 | FBB Capital Partners | $330,019 | $614,048,743 | $46,319,125 | $660,367,868 |
| 37 | Fma Advisory Inc. | $286,285 | $587,540,711 | $50,302,479 | $637,843,190 |
| 38 | Financial & Investment Management Group Ltd. | $210,975 | $605,703,007 | $25,535,609 | $631,238,616 |
| 39 | Total Investment Management Inc. | $254,069 | $614,085,624 | $0 | $614,085,624 |
| 40 | Zhang Financial | $231,473 | $600,671,868 | $0 | $600,671,868 |
| 41 | Forte Capital LLC | $274,126 | $553,000,000 | $35,000,000 | $588,000,000 |
| 42 | Kanawha Capital Management LLC | $725,406 | $537,880,228 | $49,698,826 | $587,579,054 |
| 43 | Towneley Capital Management Inc. | $1,890,437 | $563,350,261 | $0 | $563,350,261 |
| 44 | Gries Financial LLC | $768,248 | $520,330,398 | $36,649,137 | $556,979,535 |
| 45 | SFMG Wealth Advisors | $298,264 | $553,110,933 | $1,362,570 | $554,473,503 |
| 46 | Mastrapasqua Asset Management Inc. | $2,181,274 | $505,483,609 | $28,928,623 | $534,412,232 |
| 47 | Lutz Financial | $419,253 | $415,314,336 | $105,398,454 | $520,712,790 |
| 48 | Warwick Partners | $873,648 | $0 | $504,095,000 | $504,095,000 |
| 49 | Eclectic Associates Inc. | $218,104 | $415,470,502 | $76,136,490 | $491,606,992 |
| 50 | The Fiduciary Group | $495,107 | $465,275,682 | $18,443,818 | $483,719,500 |
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*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, 2012. (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.