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$105,615$88,200,000,000$0$88,200,000,000
2Kayne Anderson Rudnick Investment Management$703,698$7,717,600,267$1,319,282,970$9,036,883,237
3Litman Gregory Asset Management$7,208,780$1,361,027,585$6,345,158,664$7,706,186,249
4Churchill Management Group$370,070$3,365,349,336$25,235,134$3,390,584,470
5Index Fund Advisors, Inc.$440,365$2,226,044,093$0$2,226,044,093
6Baker Avenue Asset Management, LP$850,263$818,000,000$312,000,000$1,130,000,000
7The Golub Group$506,285$994,924,928$19,670,056$1,014,594,984
8Reilly Financial Advisors$410,341$679,114,432$0$679,114,432
9Manchester Financial Inc$279,917$439,749,340$0$439,749,340
10Rowling & Associates$338,685$280,042,782$4,113,858$284,156,640
11Epsilon Financial Group, Inc.$231,818$277,486,000$0$277,486,000
12Financial Designs Corporation$251,520$217,998,000$48,110,000$266,108,000
13Creative Capital Management Inc$474,245$258,463,573$0$258,463,573
14Harold Davidson & Associates Inc$480,392$0$240,195,797$240,195,797
15American Money Management$180,001$197,291,517$4,309,426$201,600,943
16Curran & Lewis Investment Management, Inc.$1,038,829$175,562,041$0$175,562,041
17Integral Investment Advisors, Inc.$246,708$36,870,581$137,798,831$174,669,412
18Sage Capital Advisors$817,337$161,941,440$3,160,730$165,102,170
19Certified Planners, Inc.$177,243$159,665,002$739,537$160,404,539
20Linda A. Barlow, CFP$344,983$143,076,271$5,611,260$148,687,531
21Sierra Asset Management$164,752$141,026,225$1,978,822$143,005,047
22Glenn Woody Financial Consultants Inc$790,738$119,203,421$20,757,146$139,960,567
23Regal Wealth Group Inc.$488,344$134,294,546$0$134,294,546
24Financial Avengers, Inc.$209,685$110,153,581$8,108,918$118,262,499
25Banta Asset Management LP$300,190$116,473,791$0$116,473,791
26Dobson Asset Management$691,008$113,179,961$2,909,303$116,089,264
27Sigdestad Financial, Inc.$277,410$113,183,371$0$113,183,371
28MWM$2,268,482$19,100,050$85,250,100$104,350,150

Showing 1 to 28 of 28 entries

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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.