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$1,375,420$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
12Beaumont Financial Partners$892,829$1,757,025,317$412,548,159$2,169,573,476
13Century Management$1,065,774$2,039,890,498$0$2,039,890,498
14Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
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
19Evensky & Katz$443,598$1,493,500,000$20,500,000$1,514,000,000
20Oakmont Partners$1,770,225$220,408,706$1,162,136,793$1,382,545,499
21Leavell Investment Management, Inc.$1,193,897$1,333,300,115$1,476,520$1,334,776,635
22Spruce Private Investors$7,776,939$1,025,156,044$273,592,823$1,298,748,867
23Sweetwater Investments Inc$7,479,610$410,258,764$876,234,173$1,286,492,937
24Putnam F L Investment Management Co$1,019,713$1,283,819,000$0$1,283,819,000
25Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
26Windsor Financial Group$1,754,245$500,102,800$764,707,500$1,264,810,300
27Courier Capital Corporation$1,062,679$757,280,903$427,606,467$1,184,887,370
28True North Advisors$416,518$873,680,275$208,848,803$1,082,529,078
29Pure Financial Advisors, Inc.$200,623$1,016,293,536$6,881,503$1,023,175,039
30Wealthcare Capital Management$207,811$802,522,189$139,278,940$941,801,129
31Empirical Wealth Management$356,771$906,220,205$27,093,422$933,313,627
32Rand & Associates$938,412$850,307,519$12,092,717$862,400,236
33Personal Capital Advisors Corporation$131,146$861,759,448$0$861,759,448
34Endurance Wealth Management, Inc.$1,146,566$759,920,087$87,391,854$847,311,941
35Round Table Services$861,894$754,693,356$90,824,465$845,517,821
36Jacobus Wealth Management Inc$827,120$696,164,216$148,325,616$844,489,832
37HFM Wealth Management$5,543,666$786,102,900$23,272,297$809,375,197
38Howard Financial Services, Ltd.$795,130$513,773,809$275,790,756$789,564,565
39AEPG Wealth Strategies$521,906$540,101,933$239,103,626$779,205,559
40FBB Capital Partners$365,604$707,909,143$56,568,257$764,477,400
41FMA Advisory Inc$335,469$635,809,384$127,717,086$763,526,470
42Zuckerman Investment Group$1,203,628$747,766,000$9,316,000$757,082,000
43Financial & Investment Management Group Ltd$219,451$654,827,883$76,383,966$731,211,849
44SFMG Wealth Advisors$1,814,298$717,900,689$561,342$718,462,031
45Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
46Bitterroot Capital Advisors$73,810,905$78,057,742$586,240,402$664,298,144
47Forte Capital$316,899$622,400,000$37,700,000$660,100,000
48Palisade Asset Management$1,769,237$617,189,184$28,582,434$645,771,618
49Lutz Financial$456,345$478,614,878$133,343,992$611,958,870
50Raub Brock Capital Management, LP$315,349$602,304,756$643,356$602,948,112
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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 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.