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 |
|---|---|---|---|---|---|
| 2901 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 2902 | PURE FINANCIAL ADVISORS, LLC | $1,176,623 | $4,040,035,677 | $44,024,431 | $4,084,060,108 |
| 2903 | EXENCIAL WEALTH ADVISORS | $1,072,705 | $4,049,511,277 | $311,034,256 | $4,360,545,533 |
| 2904 | RESOLUTE PARTNERS GROUP | $25,007,541 | $4,053,221,990 | $173,052,374 | $4,226,274,364 |
| 2905 | WMS PARTNERS, LLC | $8,756,559 | $4,054,748,803 | $1,619,501,586 | $5,674,250,389 |
| 2906 | PRIO WEALTH LP | $2,430,888 | $4,081,461,007 | — | $4,081,461,007 |
| 2907 | BALENTINE | $1,587,317 | $4,123,462,236 | $474,993,737 | $4,598,455,973 |
| 2908 | R.H. BLUESTEIN & CO LLC | $2,410,085 | $4,173,465,693 | $275,551,135 | $4,449,016,828 |
| 2909 | COVINGTON CAPITAL MANAGEMENT | $2,449,993 | $4,174,644,284 | $29,544,309 | $4,204,188,593 |
| 2910 | CAPITAL INVESTMENT ADVISORS, LLC | $437,650 | $4,209,677,657 | $14,518,421 | $4,224,196,078 |
| 2911 | FIDUCIARY COUNSELLING INC | $6,939,101 | $4,252,397,029 | $7,183,240,696 | $11,435,637,725 |
| 2912 | BECKER CAPITAL MANAGEMENT, INC. | $2,751,917 | $4,356,284,397 | — | $4,356,284,397 |
| 2913 | ALESCO ADVISORS LLC | $3,152,467 | $4,403,996,823 | — | $4,403,996,823 |
| 2914 | REGIS MANAGEMENT COMPANY, LLC | $92,566,740 | $4,443,203,516 | — | $4,443,203,516 |
| 2915 | WINTHROP CAPITAL MANAGEMENT | $5,795,894 | $4,474,317,892 | $112,287 | $4,474,430,179 |
| 2916 | NORTHEAST FINANCIAL | $2,963,049 | $4,493,661,000 | $30,915,000 | $4,524,576,000 |
| 2917 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 2918 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 2919 | TRUEPOINT, INC. | $654,402 | $4,635,725,916 | $7,256,626 | $4,642,982,542 |
| 2920 | GELLER ADVISORS LLC | $7,476,726 | $4,817,558,415 | $19,883,251 | $4,837,441,666 |
| 2921 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
| 2922 | INDEX FUND ADVISORS, INC. | $776,976 | $4,937,682,218 | — | $4,937,682,218 |
| 2923 | BAILARD, INC. | $2,402,230 | $4,977,245,315 | $19,393,175 | $4,996,638,490 |
| 2924 | VALEO FINANCIAL ADVISORS, LLC | $510,225 | $4,996,070,358 | $2,281,774,710 | $7,277,845,068 |
| 2925 | KORE PRIVATE WEALTH, LLC | $877,611 | $5,121,738,954 | — | $5,121,738,954 |
| 2926 | NICHOLAS HOFFMAN & COMPANY, LLC | $2,998,404 | $5,126,525,282 | $447,507,187 | $5,574,032,469 |
| 2927 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
| 2928 | BRIGHTWORTH, LLC | $715,490 | $5,364,746,988 | — | $5,364,746,988 |
| 2929 | PARALLEL ADVISORS, LLC | $531,351 | $5,440,390,425 | $2,766,088 | $5,443,156,513 |
| 2930 | RGT WEALTH ADVISORS | $1,257,080 | $5,555,737,222 | $195,402,804 | $5,751,140,026 |
| 2931 | SIGNATUREFD, LLC | $772,436 | $5,664,689,965 | $479,266,460 | $6,143,956,425 |
| 2932 | PLANCORP, LLC | $993,781 | $5,733,023,128 | $344,941,733 | $6,077,964,861 |
| 2933 | CHOATE INVESTMENT ADVISORS | $2,597,390 | $5,756,751,965 | $830,229,415 | $6,586,981,380 |
| 2934 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 2935 | NEXTCAPITAL ADVISERS | $123,347 | $5,952,847,460 | — | $5,952,847,460 |
| 2936 | DOWLING & YAHNKE, LLC | $1,264,653 | $5,989,292,627 | $124,037,570 | $6,113,330,197 |
| 2937 | BRADLEY FOSTER & SARGENT INC | $1,682,597 | $6,124,003,379 | $648,936 | $6,124,652,315 |
| 2938 | GOFEN AND GLOSSBERG, L.L.C. | $1,813,385 | $6,158,891,308 | $320,332,352 | $6,479,223,660 |
| 2939 | REGENTATLANTIC | $2,911,867 | $6,161,268,318 | $43,921,148 | $6,205,189,466 |
| 2940 | H.M. PAYSON | $1,999,802 | $6,233,288,400 | $518,043,483 | $6,751,331,883 |
| 2941 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 2942 | ORGEL WEALTH MANAGEMENT, LLC | $728,894 | $6,604,220,000 | $2,479,000 | $6,606,699,000 |
| 2943 | SEVEN POST INVESTMENT OFFICE LP | $37,907,265 | $6,633,101,166 | $303,928,282 | $6,937,029,448 |
| 2944 | R M DAVIS INC | $1,182,445 | $6,654,939,342 | $150,030,811 | $6,804,970,153 |
| 2945 | COHO PARTNERS, LTD. | $5,397,569 | $6,660,600,000 | — | $6,660,600,000 |
| 2946 | MODERA WEALTH MANAGEMENT, LLC | $779,820 | $6,894,508,149 | $56,026,062 | $6,950,534,211 |
| 2947 | WETHERBY ASSET MANAGEMENT | $2,063,215 | $7,048,913,505 | $223,917,779 | $7,272,831,284 |
| 2948 | ADVISER INVESTMENTS | $591,393 | $7,249,692,715 | $198,250 | $7,249,890,965 |
| 2949 | OXFORD FINANCIAL GROUP, LTD | $1,695,544 | $7,264,284,704 | $9,799,671,503 | $17,063,956,207 |
| 2950 | ROPES WEALTH ADVISORS | $2,251,761 | $7,321,643,288 | $181,225,352 | $7,502,868,640 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.
Database last updated on July 2021.
