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$1,180,122$60,756,197,025$0$60,756,197,025
2Oxford Financial Group, Ltd$1,954,757$2,201,345,830$11,616,829,914$13,818,175,744
3Summit Rock Advisors$142,263,889$4,713,000,000$5,530,000,000$10,243,000,000
4Boston Private Wealth LLC$1,019,695$7,808,922,647$1,126,667,312$8,935,589,959
5Johnson Investment Counsel, Inc.$1,043,366$8,675,586,000$0$8,675,586,000
6Seven Post Private Investment Office$12,042,566$3,594,085,666$404,046,334$3,998,132,000
7Becker Capital Management, Inc.$3,487,815$3,250,643,724$0$3,250,643,724
8The Bollard Group$6,767,818$3,172,335,736$28,842,221$3,201,177,957
9Beaumont Financial Partners$1,136,906$2,425,568,286$457,625,678$2,883,193,964
10Ashfield Capital Partners$6,195,050$2,134,108,914$579,322,880$2,713,431,794
11H.M. Payson$1,125,158$2,078,878,800$362,714,690$2,441,593,490
12Miller Russell Associates$1,436,303$1,575,299,662$761,565,492$2,336,865,154
13Alesco Advisors$2,503,761$2,213,324,411$0$2,213,324,411
14Westmount Asset Management$588,767$1,820,468,313$0$1,820,468,313
15Century Management$896,572$1,681,073,396$0$1,681,073,396
16Fairview Capital$5,462,415$1,567,713,063$0$1,567,713,063
17Evensky & Katz$475,908$1,552,600,000$6,000,000$1,558,600,000
18Frontier Investment Management Co$696,871$1,463,428,143$0$1,463,428,143
19F.L.Putnam Investment Management Co.$1,033,134$1,364,770,000$0$1,364,770,000
20Brouwer & Janachowski$927,651$1,293,145,387$0$1,293,145,387
21True North Advisors$2,453,483$1,076,680,698$204,037,669$1,280,718,367
22Personal Capital Advisors Corporation$137,266$1,248,300,000$0$1,248,300,000
23Courier Capital Corporation$1,103,391$982,040,117$244,930,293$1,226,970,410
24Wealthcare Capital Management$213,889$1,047,122,933$167,977,709$1,215,100,642
25Pure Financial Advisors, Inc.$198,432$1,186,663,936$10,078,988$1,196,742,924
26Smith, Salley & Associates$2,041,588$1,016,362,599$348,087$1,016,710,686
27Windsor Financial Group$1,300,277$511,265,000$454,841,000$966,106,000
28Opus Capital Group$3,094,536$801,772,427$114,210,218$915,982,645
29SFMG Wealth Advisors$1,661,963$879,782,721$17,677,322$897,460,043
30Endurance Wealth Management, Inc.$1,195,008$792,812,104$87,908,511$880,720,615
31FBB Capital Partners$366,315$809,914,161$61,915,993$871,830,154
32Zuckerman Investment Group$1,127,072$803,000,000$13,000,000$816,000,000
33AEPG Wealth Strategies$545,132$541,418,871$274,099,179$815,518,050
34HFM Wealth Management$4,983,686$731,769,351$25,750,976$757,520,327
35Palisade Asset Management$1,811,459$711,581,596$27,493,525$739,075,121
36Parallel Advisors$265,566$697,439,450$17,995,569$715,435,019
37Lutz Financial$470,489$537,213,633$158,169,645$695,383,278
38Warwick Partners$1,087,837$0$686,425,050$686,425,050
39Forte Capital$322,452$646,700,686$36,897,798$683,598,484
40Raub Brock Capital Management, LP$322,573$633,843,188$41,301,176$675,144,364
41Laurel Wealth Advisors, Inc.$257,414$377,609,259$294,240,607$671,849,866
42Eclectic Associates, Inc.$255,007$538,628,413$95,064,907$633,693,320
43Maple Capital Management, Inc.$528,185$598,184,074$23,489,214$621,673,288
44Towneley Capital Management$1,915,794$611,138,413$0$611,138,413
45Adell Harriman & Carpenter$435,390$598,660,906$0$598,660,906
46Bitterroot Capital Advisors$65,824,072$65,591,271$526,825,376$592,416,647
47Schenck Investment Solutions LLC$667,435$275,134,964$303,531,422$578,666,386
48All Star Financial Inc$661,088$387,230,000$188,578,000$575,808,000
49Dean Investments$1,197,771$574,930,055$0$574,930,055
50BGM Trunorth Wealth Partners$416,904$547,590,169$22,734,093$570,324,262
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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) nor one who is an insurance company or agency.

Database last updated on June 11, 2015.