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
1Hall Capital Partners$195,023,978$7,891,858,783$24,287,097,654$32,178,956,437
2Edelman Financial Services$227,334$14,413,000,000$0$14,413,000,000
3BBR Partners$3,725,073$7,107,700,000$1,776,600,000$8,884,300,000
4TAG Associates$7,163,986$316,800,000$8,057,900,000$8,374,700,000
5Ronald Blue & Co.$467,988$7,423,150,000$848,542,000$8,271,692,000
6Bahl & Gaynor Inc$4,092,112$7,063,055,632$405,049,221$7,468,104,853
7FCI Advisors$660,424$5,398,278,801$921,315,263$6,319,594,064
8Mercer Global Advisors Inc.$365,536$5,978,101,581$164,725,074$6,142,826,655
9East End Advisors$224,481,420$479,386,438$4,459,204,809$4,938,591,247
10Fiduciary Counselling Inc$3,675,496$2,463,143,725$2,292,947,466$4,756,091,191
11Douglas C. Lane & Associates, Inc.$1,055,237$4,375,351,392$2,827,335$4,378,178,727
12Ferguson Wellman Capital Management, Inc.$1,837,674$4,211,948,942$0$4,211,948,942
13Savant Capital Management$1,217,136$4,089,030,755$30,975,975$4,120,006,730
14Seven Bridges Advisors$36,257,598$1,865,226,583$2,159,366,747$4,024,593,330
15Finaccess Advisors$15,398,634$0$4,003,644,863$4,003,644,863
16Mill Creek Capital Advisors$14,322,138$3,043,931,944$794,401,007$3,838,332,951
17RMB Capital Management$381,931$3,136,709,648$517,601,463$3,654,311,111
18Federal Street Advisors Inc$2,358,071$97,380,520$3,489,245,053$3,586,625,573
19Cornerstone Advisors Inc$950,439$3,368,357,425$0$3,368,357,425
20Balasa Dinverno Foltz$720,441$3,063,118,693$145,004,078$3,208,122,771
21Manchester Capital Management$2,353,263$2,409,720,212$698,939,834$3,108,660,046
22Freestone Capital Management$2,432,075$2,886,483,059$75,783,806$2,962,266,865
23Northcoast Asset Management LLC$322,517$2,805,900,403$0$2,805,900,403
24Miller Investment Management, LP$11,712,359$1,604,205,278$1,042,787,878$2,646,993,156
25Inverness Counsel$2,894,801$2,596,972,537$14,138,026$2,611,110,563
26South Texas Money Management, Ltd.$1,020,724$2,441,194,903$154,506,044$2,595,700,947
27CM Wealth Advisors Inc.$6,736,407$2,325,430,276$254,613,425$2,580,043,701
28Wilbanks, Smith & Thomas Asset Management$665,851$2,539,445,165$22,084,622$2,561,529,787
29Clifford Swan Investment Counsel$1,086,026$1,985,895,303$480,470,450$2,466,365,753
30Paul Comstock Partners$16,279,416$0$2,441,912,443$2,441,912,443
31Nelson Capital Management$1,945,443$2,019,534,055$15,398,800$2,034,932,855
32Fort Pitt Capital Group Inc$411,064$1,844,694,233$56,475,593$1,901,169,826
33Palladium Registered Investment Advisors$1,111,450$1,780,507,812$31,156,163$1,811,663,975
34Welch Hornsby, Inc.$3,905,213$1,733,914,501$0$1,733,914,501
35Parsec Financial Management, Inc$413,093$1,595,231,966$117,452,289$1,712,684,255
36Modera Wealth Management$415,955$1,542,292,000$79,099,000$1,621,391,000
37Capital Directions$1,543,758$1,102,674,000$512,097,000$1,614,771,000
38Arcus Capital Partners, LLC$1,010,054$1,473,740,363$31,239,472$1,504,979,835
39Foster Group, Inc.$526,453$1,477,637,994$22,752,643$1,500,390,637
40North American Management Corp$1,212,349$1,272,004,020$200,999,989$1,473,004,009
41Hamilton Capital Management Inc$350,894$1,470,245,217$0$1,470,245,217
42Argent Wealth Management$843,690$1,080,531,726$380,739,097$1,461,270,823
43Morton Capital Management$670,750$1,248,248,975$194,534,572$1,442,783,547
44LLBH Private Wealth Management, LLC$325,413$1,435,454,020$3,196,491$1,438,650,511
45Exencial Wealth Advisors$636,862$1,223,522,213$203,685,353$1,427,207,566
46Douglass Winthrop Advisors LLC$1,826,682$1,347,740,383$75,244,563$1,422,984,946
47Pinnacle Advisory Group, Inc.$402,183$1,400,000,000$0$1,400,000,000
48Patriot Wealth Management, Inc.$841,815$1,276,713,735$118,173,110$1,394,886,845
49Fairport Asset Management$834,705$1,057,966,377$330,147,969$1,388,114,346
50Abacus Wealth Partners$360,000$1,172,000,000$178,000,000$1,350,000,000
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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) nor one who is an insurance company or agency.

Database last updated on June 11, 2015.