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$186,848,625$6,147,197,170$24,122,280,109$30,269,477,279
2TAG Associates$7,485,753$351,900,000$8,002,200,000$8,354,100,000
3Ronald Blue & Co.$471,378$7,012,161,000$815,546,000$7,827,707,000
4BBR Partners$6,143,729$6,175,100,000$1,172,800,000$7,347,900,000
5Bahl & Gaynor Inc$3,708,139$5,990,058,555$384,232,052$6,374,290,607
6Mercer Global Advisors Inc.$343,585$5,386,357,717$126,115,058$5,512,472,775
7Fiduciary Counselling Inc$3,689,365$2,208,957,087$2,424,885,264$4,633,842,351
8Banyan Partners$849,592$3,712,000,000$869,000,000$4,581,000,000
9East End Advisors$186,421,433$596,945,985$3,877,168,402$4,474,114,387
10RMB Capital Management$383,870$2,959,295,301$1,018,367,641$3,977,662,942
11Halbert Hargrove$1,277,608$2,112,700,643$1,861,939,364$3,974,640,007
12Savant Capital Management$1,180,825$3,835,629,741$31,571,759$3,867,201,500
13Ferguson Wellman Capital Management, Inc.$1,808,656$3,834,350,668$0$3,834,350,668
14Douglas C. Lane & Associates, Inc.$980,399$3,582,927,189$15,135,451$3,598,062,640
15Seven Bridges Advisors$35,249,503$1,467,588,863$2,127,860,432$3,595,449,295
16Mill Creek Capital Advisors$13,810,495$2,701,854,713$778,389,950$3,480,244,663
17Balasa Dinverno Foltz$687,831$2,631,488,645$137,717,133$2,769,205,778
18Manchester Capital Management$2,118,274$2,260,203,484$334,682,578$2,594,886,062
19Miller Investment Management, LP$11,415,112$1,443,306,028$1,147,924,436$2,591,230,464
20Massey, Quick & Co.$4,411,451$499,416,624$1,918,058,617$2,417,475,241
21Wilbanks, Smith & Thomas Asset Management$684,314$2,280,128,133$32,852,756$2,312,980,889
22South Texas Money Management, Ltd.$945,183$2,085,804,763$84,334,957$2,170,139,720
23Paul Comstock Partners$13,879,724$0$2,054,199,138$2,054,199,138
24Nelson Capital Management$1,794,901$1,706,480,095$16,624,579$1,723,104,674
25Fort Pitt Capital Group Inc$558,293$1,520,789,492$10,050,452$1,530,839,944
26Osborne Partners$1,104,430$1,230,736,615$248,094,646$1,478,831,261
27Foster Group, Inc.$514,849$1,439,327,472$16,664,664$1,455,992,136
28North American Management Corp$1,136,958$1,191,543,376$169,395,125$1,360,938,501
29Morton Capital Management$626,785$1,148,961,589$172,302,033$1,321,263,622
30Exencial Wealth Advisors$637,439$1,097,781,831$212,791,872$1,310,573,703
31Capital Directions$645,831$948,600,000$345,000,000$1,293,600,000
32Modera Wealth Management$432,802$1,224,056,242$63,528,400$1,287,584,642
33Argent Wealth Management$625,094$972,216,597$309,850,260$1,282,066,857
34Fairport Asset Management$852,924$941,673,668$324,918,254$1,266,591,922
35Cobblestone Capital Advisors$704,920$1,224,609,469$32,967,053$1,257,576,522
36Howland Capital Management$1,177,600$1,251,788,453$0$1,251,788,453
37Patriot Wealth Management, Inc.$790,461$1,126,211,704$123,506,425$1,249,718,129
38Pinnacle Advisory Group, Inc.$376,892$1,220,000,000$0$1,220,000,000
39Hamilton Capital Management Inc$345,590$1,197,468,888$0$1,197,468,888
40Bridgewater Advisors Inc.$571,798$1,181,905,895$0$1,181,905,895
41Altfest Personal Wealth Management$393,351$1,074,489,000$8,406,000$1,082,895,000
42Foster Dykema Cabot & Co Inc$2,126,594$1,043,967,944$29,962,019$1,073,929,963
43Farr Miller & Washington$1,249,931$1,027,267,040$8,925,474$1,036,192,514
44Rembert Pendleton Jackson$272,366$7,701,750$1,026,744,003$1,034,445,753
45Atlas Private Wealth Management, LLC$213,801$1,016,623,152$0$1,016,623,152
46Sapere Wealth Management$1,101,051$1,003,057,475$0$1,003,057,475
47Moody, Lynn & Lieberson, Inc.$1,445,098$997,117,353$0$997,117,353
48Abacus Wealth Partners$332,059$949,992,543$38,215,592$988,208,135
49Cypress Wealth Advisors$2,950,540$730,696,724$219,377,077$950,073,801
50Planning Alternatives Ltd$398,188$928,972,800$0$928,972,800
Next Page »

Showing 1 to 50 of 425 entries

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

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.