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
3Johnson Investment Counsel, Inc.$965,018$8,347,405,000$0$8,347,405,000
4TAG Associates$6,851,096$313,900,000$7,811,500,000$8,125,400,000
5Bahl & Gaynor Inc$3,937,020$7,225,566,341$463,432,946$7,688,999,287
6Boston Private Wealth LLC$976,444$6,269,135,858$839,377,263$7,108,513,121
7Ronald Blue & Co.$403,778$5,540,381,000$1,096,121,000$6,636,502,000
8Mercer Global Advisors Inc.$326,627$5,906,833,704$166,794,929$6,073,628,633
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
13Mill Creek Capital Advisors$15,329,377$4,160,119,083$545,999,638$4,706,118,721
14Ferguson Wellman Capital Management, Inc.$1,786,223$4,311,941,667$0$4,311,941,667
15Savant Capital Management$1,070,544$4,224,367,522$0$4,224,367,522
16Seven Bridges Advisors$30,888,944$1,842,208,971$2,049,797,913$3,892,006,884
17Halbert Hargrove$1,171,477$2,045,553,575$1,772,288,656$3,817,842,231
18RMB Capital Management$268,774$3,187,582,573$471,512,960$3,659,095,533
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
32Douglass Winthrop Advisors LLC$1,768,533$1,637,122,055$25,299,074$1,662,421,129
33Capital Directions$1,385,452$1,190,000,000$467,000,000$1,657,000,000
34Modera Wealth Management$394,647$1,576,577,383$63,575,376$1,640,152,759
35Pinnacle Advisory Group, Inc.$420,942$1,600,000,000$0$1,600,000,000
36Biltmore Family Office, LLC$2,585,015$463,916,688$1,133,622,383$1,597,539,071
37Foster Group, Inc.$479,883$1,539,126,038$22,893,479$1,562,019,517
38Camden Capital, LLC$926,935$1,038,164,557$509,817,342$1,547,981,899
39Hamilton Capital Management Inc$335,545$1,545,185,458$0$1,545,185,458
40Morton Capital Management$661,582$1,412,503,795$128,319,729$1,540,823,524
41North American Management Corp$1,249,917$1,291,503,225$179,648,627$1,471,151,852
42Patriot Wealth Management, Inc.$816,425$1,283,785,000$167,003,000$1,450,788,000
43Water Oak Advisors, LLC$906,512$1,346,775,471$100,923,535$1,447,699,006
44Argent Wealth Management$811,450$1,077,589,113$352,997,911$1,430,587,024
45Beacon Pointe Wealth Advisors$288,119$1,408,515,868$5,862,491$1,414,378,359
46Beaumont Financial Partners$495,246$1,018,972,213$375,641,349$1,394,613,562
47LLBH Private Wealth Management, LLC$376,042$1,381,135,475$3,075,503$1,384,210,978
48Cobblestone Capital Advisors$728,533$1,296,455,925$80,472,298$1,376,928,223
49Arcus Capital Partners, LLC$800,531$1,333,055,834$18,239,986$1,351,295,820
50Portfolio Solutions LLC$753,224$1,350,530,165$0$1,350,530,165
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Showing 1 to 50 of 527 entries

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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.