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
5Baker Avenue Asset Management, LP$845,723$760,000,000$298,000,000$1,058,000,000
6The Golub Group$506,285$994,924,928$19,670,056$1,014,594,984
7Reilly Financial Advisors$399,932$611,896,576$0$611,896,576
8Manchester Financial Inc$279,917$439,749,340$0$439,749,340
9Rowling & Associates$338,685$280,042,782$4,113,858$284,156,640
10Epsilon Financial Group, Inc.$231,818$277,486,000$0$277,486,000
11Financial Designs Corporation$251,520$217,998,000$48,110,000$266,108,000
12Creative Capital Management Inc$474,245$258,463,573$0$258,463,573
13Harold Davidson & Associates Inc$480,392$0$240,195,797$240,195,797
14American Money Management$180,001$197,291,517$4,309,426$201,600,943
15Curran & Lewis Investment Management, Inc.$1,038,829$175,562,041$0$175,562,041
16Integral Investment Advisors, Inc.$246,708$36,870,581$137,798,831$174,669,412
17Certified Planners, Inc.$177,243$159,665,002$739,537$160,404,539
18Linda A. Barlow, CFP$344,983$143,076,271$5,611,260$148,687,531
19Sierra Asset Management$164,752$141,026,225$1,978,822$143,005,047
20Banta Asset Management LP$225,787$109,630,193$32,389,827$142,020,020
21Regal Wealth Group Inc.$488,344$134,294,546$0$134,294,546
22Financial Avengers, Inc.$209,685$110,153,581$8,108,918$118,262,499
23Dobson Asset Management$691,008$113,179,961$2,909,303$116,089,264
24Sigdestad Financial, Inc.$277,410$113,183,371$0$113,183,371

Showing 1 to 24 of 24 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 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.