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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Hall Capital Partners$191,013,438$7,183,577,327$24,715,666,838$31,899,244,165
2BBR Partners$4,254,859$9,038,200,000$1,820,200,000$10,858,400,000
3Bahl & Gaynor Inc$4,285,918$8,087,589,910$505,676,655$8,593,266,565
4Johnson Investment Counsel, Inc.$965,018$8,347,405,000$0$8,347,405,000
5TAG Associates$6,851,096$313,900,000$7,811,500,000$8,125,400,000
6Boston Private Wealth LLC$976,444$6,269,135,858$839,377,263$7,108,513,121
7Mercer Global Advisors Inc.$353,801$6,625,664,540$282,306,155$6,907,970,695
8Ronald Blue & Co.$403,778$5,540,381,000$1,096,121,000$6,636,502,000
9Gresham Partners$3,790,210$3,073,501,337$2,448,834,509$5,522,335,846
10Scharf Investments, LLC$1,938,647$5,118,026,785$0$5,118,026,785
11East End Advisors$227,185,500$490,409,449$4,507,671,544$4,998,080,993
12The Colony Group, LLC$718,705$3,653,576,216$1,209,181,285$4,862,757,501
13RMB Capital Management$369,968$4,147,420,311$574,855,887$4,722,276,198
14Mill Creek Capital Advisors$15,329,377$4,160,119,083$545,999,638$4,706,118,721
15Ferguson Wellman Capital Management, Inc.$1,786,223$4,311,941,667$0$4,311,941,667
16Savant Capital Management$1,070,544$4,220,000,000$0$4,220,000,000
17Seven Bridges Advisors$30,888,944$1,842,208,971$2,049,797,913$3,892,006,884
18Halbert Hargrove$1,171,477$2,045,553,575$1,772,288,656$3,817,842,231
19Manchester Capital Management$2,349,774$2,440,947,080$717,148,818$3,158,095,898
20Cornerstone Advisors Inc$812,387$3,121,190,307$0$3,121,190,307
21Balasa Dinverno Foltz$658,505$2,947,736,799$124,189,167$3,071,925,966
22Ropes Wealth Advisors$1,342,685$2,672,384,706$149,939,721$2,822,324,427
23South Texas Money Management, Ltd.$968,774$2,742,844,139$16,222,895$2,759,067,034
24Inverness Counsel$2,731,120$2,583,963,099$10,600,492$2,594,563,591
25Miller Investment Management, LP$10,653,030$1,576,883,983$937,231,040$2,514,115,023
26Wilbanks, Smith & Thomas Asset Management$637,188$2,464,758,720$19,636,631$2,484,395,351
27Clifford Swan Investment Counsel$1,035,454$1,947,527,374$444,370,374$2,391,897,748
28David Vaughan Investments Inc$1,051,224$1,967,892,000$0$1,967,892,000
29Nelson Capital Management$1,693,839$1,836,881,641$16,178,249$1,853,059,890
30Palladium Registered Investment Advisors$1,049,234$1,775,300,242$29,382,998$1,804,683,240
31Parsec Financial Management, Inc$386,855$1,605,310,203$116,968,572$1,722,278,775
32Exencial Wealth Advisors$574,338$1,456,089,130$222,126,698$1,678,215,828
33Douglass Winthrop Advisors LLC$1,768,533$1,637,122,055$25,299,074$1,662,421,129
34Capital Directions$1,385,452$1,190,000,000$467,000,000$1,657,000,000
35Modera Wealth Management$394,647$1,576,577,383$63,575,376$1,640,152,759
36Pinnacle Advisory Group, Inc.$420,942$1,600,000,000$0$1,600,000,000
37Biltmore Family Office, LLC$2,585,015$463,916,688$1,133,622,383$1,597,539,071
38Foster Group, Inc.$479,883$1,539,126,038$22,893,479$1,562,019,517
39Camden Capital, LLC$926,935$1,038,164,557$509,817,342$1,547,981,899
40Hamilton Capital Management Inc$335,545$1,545,185,458$0$1,545,185,458
41Morton Capital Management$660,006$1,409,766,951$126,066,437$1,535,833,388
42North American Management Corp$1,249,917$1,291,503,225$179,648,627$1,471,151,852
43Patriot Wealth Management, Inc.$816,425$1,283,785,000$167,003,000$1,450,788,000
44Water Oak Advisors, LLC$906,512$1,346,775,471$100,923,535$1,447,699,006
45Argent Wealth Management$811,450$1,077,589,113$352,997,911$1,430,587,024
46Beaumont Financial Partners$505,902$1,040,852,191$383,767,699$1,424,619,890
47Beacon Pointe Wealth Advisors$288,119$1,408,515,868$5,862,491$1,414,378,359
48Fairport Asset Management$829,320$1,079,994,329$321,556,533$1,401,550,862
49Arcus Capital Partners, LLC$768,099$1,379,697,239$15,170,695$1,394,867,934
50LLBH Private Wealth Management, LLC$376,042$1,381,135,475$3,075,503$1,384,210,978
Next Page »

Showing 1 to 50 of 548 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11

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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.