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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Oxford Financial GroupLtd | $1,725,416 | $473,036,000 | $9,534,375,260 | $10,007,411,260 |
| 2 | Rockefeller & Co. Inc. | $2,317,018 | $6,096,386,103 | $989,056,315 | $7,085,442,418 |
| 3 | Tag Associates LLC | $6,670,623 | $419,300,000 | $6,438,100,000 | $6,857,400,000 |
| 4 | Summit Rock Advisors LLC | $113,581,035 | $2,246,000,000 | $4,341,700,000 | $6,587,700,000 |
| 5 | Luminous Capital LLC | $2,258,538 | $4,857,803,704 | $483,638,443 | $5,341,442,147 |
| 6 | Chilton Private Clients LLC | $4,790,917 | $4,613,653,360 | N/A | $4,613,653,360 |
| 7 | Bahl & Gaynor Inc. | $2,909,075 | $4,329,136,354 | $223,565,294 | $4,552,701,648 |
| 8 | East End Advisors LLC | $178,729,136 | $887,888,459 | $2,865,423,389 | $3,753,311,848 |
| 9 | Fiduciary Counselling Inc. | $3,240,927 | $1,713,119,687 | $2,010,705,904 | $3,723,825,591 |
| 10 | Ballentine Partners | $1,450,094 | $2,094,644,266 | $1,526,239,777 | $3,620,884,043 |
| 11 | Ferguson Wellman Capital Management Inc. | $1,575,056 | $2,915,429,525 | N/A | $2,915,429,525 |
| 12 | MasseyQuick & Co. LLC | $5,235,929 | $260,615,148 | $2,572,022,493 | $2,832,637,641 |
| 13 | Savant Capital Management | $962,422 | $2,600,828,706 | $49,682,330 | $2,650,511,036 |
| 14 | Hewins Financial Advisors LLC | $664,048 | $1,010,292,730 | $1,486,529,323 | $2,496,822,053 |
| 15 | Douglas C. Lane & Associates Inc. | $699,611 | $2,230,290,265 | $25,254,478 | $2,255,544,743 |
| 16 | First Foundation Advisors | $831,537 | $2,077,455,310 | $64,584,387 | $2,142,039,697 |
| 17 | Miller Investment ManagementLp | $9,557,655 | $1,150,232,318 | $904,663,565 | $2,054,895,883 |
| 18 | Seven Bridges Advisors LLC | $24,342,650 | $470,150,141 | $1,428,576,562 | $1,898,726,703 |
| 19 | South Texas Money ManagementLtd. | $811,880 | $1,772,936,780 | $44,862,292 | $1,817,799,072 |
| 20 | Manchester Capital Management LLC | $2,368,912 | $1,491,715,483 | $270,754,897 | $1,762,470,380 |
| 21 | Halbert Hargrove | $642,974 | $1,617,618,920 | $131,269,594 | $1,748,888,514 |
| 22 | Beaumont Financial Partners LLC | $694,531 | $1,199,127,933 | $389,264,782 | $1,588,392,715 |
| 23 | Southeast Asset Advisors Inc. | $1,922,400 | $579,660,290 | $890,975,798 | $1,470,636,088 |
| 24 | Balentine LLC | $1,451,814 | $853,132,998 | $553,675,032 | $1,406,808,030 |
| 25 | Wipfli Hewins Investment Advisors LLC | $683,504 | $830,814,532 | $486,981,279 | $1,317,795,811 |
| 26 | Palladium Registered Investment Advisors | $946,865 | $1,272,205,389 | $29,734,011 | $1,301,939,400 |
| 27 | Parsec Financial Management Inc. | $286,497 | $1,049,038,674 | $114,997,427 | $1,164,036,101 |
| 28 | North American Management Corp | $946,713 | $1,003,692,796 | $138,042,516 | $1,141,735,312 |
| 29 | Riverpoint Capital Management Inc. | $931,214 | $1,134,661,579 | $7,007,094 | $1,141,668,673 |
| 30 | Caprin Asset Management LLC | $1,648,866 | $1,139,366,091 | N/A | $1,139,366,091 |
| 31 | Foster Group Inc. | $417,068 | $1,110,915,916 | $13,081,872 | $1,123,997,788 |
| 32 | Banyan Partners LLC | $352,325 | $941,979,511 | $167,844,779 | $1,109,824,290 |
| 33 | Osborne Partners | $1,126,184 | $894,464,623 | $177,662,728 | $1,072,127,351 |
| 34 | Evergreen Capital Management LLC | $859,308 | $892,099,473 | $149,381,311 | $1,041,480,784 |
| 35 | Boston Financial Management Inc. | $1,032,071 | $997,280,640 | $20,341,642 | $1,017,622,282 |
| 36 | Tci Wealth Advisors Inc. | $772,273 | $995,880,756 | $4,212,578 | $1,000,093,334 |
| 37 | Cobblestone Capital Advisors LLC | $640,379 | $951,802,985 | $21,572,417 | $973,375,402 |
| 38 | Morton Capital Management | $510,975 | $940,810,921 | $5,513,885 | $946,324,806 |
| 39 | Pinnacle Advisory Group Inc. | $340,706 | $896,737,970 | N/A | $896,737,970 |
| 40 | Foster Dykema Cabot & Co Inc. | $2,046,926 | $843,318,464 | $18,437,455 | $861,755,919 |
| 41 | Patriot Wealth Management Inc. | $772,207 | $819,151,853 | $23,326,492 | $842,478,345 |
| 42 | Farr Miller & Washington LLC | $1,046,949 | $816,708,831 | $8,287,063 | $824,995,894 |
| 43 | Fairport Asset Management | $713,688 | $810,750,031 | N/A | $810,750,031 |
| 44 | Hamilton Capital Management Inc. | $253,048 | $771,038,355 | N/A | $771,038,355 |
| 45 | Altfest Personal Wealth Management | $349,883 | $742,838,000 | $5,912,000 | $748,750,000 |
| 46 | Acropolis Investment ManagementLLC | $404,685 | $609,746,721 | $138,110,735 | $747,857,456 |
| 47 | Bloom Asset Management Inc. | $183,318 | $733,270,041 | N/A | $733,270,041 |
| 48 | Rembert Pendleton Jackson | $202,651 | $4,099,145 | $713,081,913 | $717,181,058 |
| 49 | Sargent Bickham Lagudis LLC | $2,090,379 | $675,000,000 | $42,000,000 | $717,000,000 |
| 50 | Wescap Group | $1,825,467 | $535,715,700 | $163,438,300 | $699,154,000 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.