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$4,136,366$6,864,533,884$398,924,730$7,263,458,614
6Mercer Global Advisors Inc.$354,180$5,630,216,734$135,828,991$5,766,045,725
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
9BP Wealth Management$833,276$3,305,524,211$1,184,166,444$4,489,690,655
10East End Advisors$186,421,433$596,945,985$3,877,168,402$4,474,114,387
11Savant Capital Management$1,260,122$4,064,429,713$32,226,214$4,096,655,927
12RMB Capital Management$383,870$2,959,295,301$1,018,367,641$3,977,662,942
13Halbert Hargrove$1,277,608$2,112,700,643$1,861,939,364$3,974,640,007
14Ferguson Wellman Capital Management, Inc.$1,808,656$3,834,350,668$0$3,834,350,668
15Douglas C. Lane & Associates, Inc.$980,399$3,582,927,189$15,135,451$3,598,062,640
16Seven Bridges Advisors$35,249,503$1,467,588,863$2,127,860,432$3,595,449,295
17Mill Creek Capital Advisors$13,810,495$2,701,854,713$778,389,950$3,480,244,663
18CV Advisors LLC$39,887,692$102,260,000$3,008,980,000$3,111,240,000
19Balasa Dinverno Foltz$687,831$2,631,488,645$137,717,133$2,769,205,778
20Manchester Capital Management$2,118,274$2,260,203,484$334,682,578$2,594,886,062
21Miller Investment Management, LP$11,415,112$1,443,306,028$1,147,924,436$2,591,230,464
22Northcoast Asset Management LLC$359,031$2,513,216,547$0$2,513,216,547
23Massey, Quick & Co.$4,411,451$499,416,624$1,918,058,617$2,417,475,241
24Wilbanks, Smith & Thomas Asset Management$684,314$2,280,128,133$32,852,756$2,312,980,889
25South Texas Money Management, Ltd.$945,183$2,085,804,763$84,334,957$2,170,139,720
26Paul Comstock Partners$13,879,724$0$2,054,199,138$2,054,199,138
27Nelson Capital Management$1,958,043$1,862,891,358$16,829,845$1,879,721,203
28Fort Pitt Capital Group Inc$597,112$1,632,705,403$14,128,343$1,646,833,746
29Modera Wealth Management$429,278$1,515,779,618$70,832,736$1,586,612,354
30SVA Plumb Wealth Management, LLC$434,443$1,515,563,295$20,193,935$1,535,757,230
31Osborne Partners$1,104,430$1,230,736,615$248,094,646$1,478,831,261
32Morton Capital Management$672,440$1,236,503,592$223,363,170$1,459,866,762
33Foster Group, Inc.$514,849$1,439,327,472$16,664,664$1,455,992,136
34North American Management Corp$1,136,958$1,191,543,376$169,395,125$1,360,938,501
35Boston Financial Management Inc$1,235,497$1,289,780,816$29,729,784$1,319,510,600
36Fairport Asset Management$869,230$1,010,003,008$302,534,261$1,312,537,269
37Exencial Wealth Advisors$637,439$1,097,781,831$212,791,872$1,310,573,703
38Capital Directions$645,831$948,600,000$345,000,000$1,293,600,000
39Argent Wealth Management$625,094$972,216,597$309,850,260$1,282,066,857
40Cobblestone Capital Advisors$704,920$1,224,609,469$32,967,053$1,257,576,522
41Howland Capital Management$1,177,600$1,251,788,453$0$1,251,788,453
42Patriot Wealth Management, Inc.$790,461$1,126,211,704$123,506,425$1,249,718,129
43Pinnacle Advisory Group, Inc.$376,892$1,220,000,000$0$1,220,000,000
44LLBH Private Wealth Management, LLC$373,244$1,212,003,036$5,517,911$1,217,520,947
45Douglass Winthrop Advisors LLC$1,715,202$1,155,807,695$48,264,450$1,204,072,145
46Hamilton Capital Management Inc$345,590$1,197,468,888$0$1,197,468,888
47Bridgewater Advisors Inc.$571,798$1,181,905,895$0$1,181,905,895
48Altfest Personal Wealth Management$393,351$1,074,489,000$8,406,000$1,082,895,000
49Abacus Wealth Partners$341,314$1,042,000,000$38,258,000$1,080,258,000
50Foster Dykema Cabot & Co Inc$2,126,594$1,043,967,944$29,962,019$1,073,929,963
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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 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.