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
1Financial Engines Advisors$109,490$104,000,000,000$0$104,000,000,000
2Kayne Anderson Rudnick Investment Management$699,370$7,990,714,501$1,376,642,658$9,367,357,159
3Litman Gregory Asset Management$6,466,298$1,395,805,988$6,137,431,064$7,533,237,052
4Churchill Management Group$331,252$3,461,023,895$65,149,396$3,526,173,291
5Index Fund Advisors, Inc.$484,502$2,565,383,284$64,009,998$2,629,393,282
6Baker Avenue Asset Management, LP$917,910$928,000,000$302,000,000$1,230,000,000
7The Golub Group$519,879$1,152,153,604$30,051,048$1,182,204,652
8Reilly Financial Advisors$389,878$732,254,208$22,550,488$754,804,696
9Telos Capital Management$361,126$345,748,621$571,417$346,320,038
10Financial Designs Corporation$274,902$243,167,000$61,150,000$304,317,000
11Epsilon Financial Group, Inc.$303,211$299,269,363$0$299,269,363
12Creative Capital Management Inc$437,995$282,506,821$0$282,506,821
13Alpha & Omega$3,079$170,519,905$94,958,653$265,478,558
14Cheviot Value Management$445,233$261,351,988$0$261,351,988
15Harold Davidson & Associates Inc$336,554$258,136,743$0$258,136,743
16American Money Management$189,254$202,767,006$5,034,202$207,801,208
17Curran & Lewis Investment Management, Inc.$1,083,896$196,444,152$5,160,416$201,604,568
18Integral Investment Advisors, Inc.$241,632$29,653,875$158,093,868$187,747,743
19Baker, Brose & Mitsutome Wealth Management LLC$311,234$169,000,000$0$169,000,000
20Linda A. Barlow, CFP$583,738$156,088,981$12,611,260$168,700,241
21Sierra Asset Management$158,847$150,119,883$3,167,246$153,287,129
22Certified Planners, Inc.$183,022$145,951,874$648,429$146,600,303
23Regal Wealth Group Inc.$335,841$144,411,452$0$144,411,452
24Parkshore Wealth Management$178,613$120,102,935$8,677,142$128,780,077
25Dobson Asset Management$793,726$126,266,498$1,523,356$127,789,854
26Chamberlain Financial Planning & Wealth Management$1,497,531$8,000,000$113,300,000$121,300,000
27Sigdestad Financial, Inc.$283,736$119,736,723$0$119,736,723
28Banta Asset Management LP$288,885$111,220,847$0$111,220,847
29Sagent Wealth Management$301,370$80,000,000$30,000,000$110,000,000

Showing 1 to 29 of 29 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 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.