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
1Fisher Investments$1,128,654$65,441,619,574$0$65,441,619,574
2Edelman Financial Services$213,159$14,880,000,000$0$14,880,000,000
3Oxford Financial Group, Ltd$1,603,328$2,719,235,088$10,857,748,927$13,576,984,015
4Summit Rock Advisors$107,350,000$4,904,000,000$5,831,000,000$10,735,000,000
5FCI Advisors$621,138$5,396,636,076$894,873,008$6,291,509,084
6Pinnacle Associates, Ltd.$1,612,004$6,020,834,000$0$6,020,834,000
7Fiduciary Counselling Inc$3,382,644$2,369,385,210$2,234,392,822$4,603,778,032
8Seven Post Private Investment Office$11,233,592$3,812,349,751$366,546,484$4,178,896,235
9Chilton Investment Services$3,700,302$3,977,912,000$33,215,000$4,011,127,000
10The Bollard Group$7,009,479$3,523,791,409$30,014,222$3,553,805,631
11Becker Capital Management, Inc.$3,019,047$3,037,161,283$0$3,037,161,283
12Northcoast Asset Management LLC$287,762$2,605,252,000$100,000,000$2,705,252,000
13H.M. Payson$1,061,401$2,379,764,504$287,535,049$2,667,299,553
14CM Wealth Advisors Inc.$6,503,259$2,231,143,485$240,094,778$2,471,238,263
15Alesco Advisors$2,599,073$2,445,727,347$0$2,445,727,347
16MRA Associates$1,499,644$1,348,159,039$1,016,779,974$2,364,939,013
17Personal Capital Advisors Corporation$125,900$2,128,462,122$0$2,128,462,122
18Adviser Investments$380,545$2,094,900,000$0$2,094,900,000
19Ashfield Capital Partners$4,676,726$1,584,416,522$435,929,146$2,020,345,668
20Westmount Asset Management$613,215$1,884,391,566$68,084,610$1,952,476,176
21Mainstay Capital Management$507,978$1,930,318,035$0$1,930,318,035
22LVW Advisors, LLC$1,347,829$593,899,544$1,175,800,504$1,769,700,048
23Welch Hornsby, Inc.$3,702,571$1,673,562,262$0$1,673,562,262
24Fairview Capital$4,426,779$1,491,824,454$0$1,491,824,454
25Frontier Wealth Management, LLC$296,441$1,345,426,523$115,434,005$1,460,860,528
26Evensky & Katz/Foldes Financial Wealth Management$369,953$1,437,608,217$1,879,443$1,439,487,660
27F.L.Putnam Investment Management Co.$1,010,966$1,410,297,871$0$1,410,297,871
28Pure Financial Advisors, Inc.$192,715$1,344,804,286$10,366,677$1,355,170,963
29Wealthcare Capital Management$177,975$1,301,172,948$0$1,301,172,948
30Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
31Courier Capital, LLC$998,949$970,632,723$216,118,523$1,186,751,246
32Courier Capital Corporation$998,949$970,632,723$216,118,523$1,186,751,246
33Efficient Advisors$152,770$1,184,429,121$0$1,184,429,121
34True North Advisors$417,847$1,060,938,641$117,807,389$1,178,746,030
35M. Griffith Investment Services, Inc.$471,333$340,306,157$800,318,944$1,140,625,101
36Rembert Pendleton Jackson$265,454$7,220,000$1,096,539,000$1,103,759,000
37Sheaff Brock Investment Advisors$431,091$1,100,574,123$0$1,100,574,123
38Smith, Salley & Associates$1,835,648$1,086,358,992$7,687,056$1,094,046,048
39Sweetwater Investments Inc$4,612,360$395,790,765$678,889,146$1,074,679,911
40Colorado Financial Management$1,543,974$1,063,056,783$2,285,531$1,065,342,314
41Legacy Wealth Management Inc$417,251$959,734,937$59,609,910$1,019,344,847
42SFMG Wealth Advisors$280,949$887,620,802$26,869,162$914,489,964
43FBB Capital Partners$376,833$842,450,234$67,600,509$910,050,743
44Captrust Financial Advisors$504,863$887,549,734$0$887,549,734
45AEPG Wealth Strategies$584,729$506,215,425$369,124,162$875,339,587
46Raub Brock Capital Management, LP$284,775$758,804,079$63,340,681$822,144,760
47Endurance Wealth Management, Inc.$1,061,609$733,946,444$83,492,801$817,439,245
48Opus Capital Group$2,657,142$691,195,338$108,604,528$799,799,866
49Quantum Capital Management$2,494,567$798,190,443$71,067$798,261,510
50Zuckerman Investment Group$1,029,643$741,157,609$15,630,070$756,787,679
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.