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 |
|---|---|---|---|---|---|
| 1 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 2 | REGENTATLANTIC | $2,911,867 | $6,161,268,318 | $43,921,148 | $6,205,189,466 |
| 3 | BRADLEY FOSTER & SARGENT INC | $1,682,597 | $6,124,003,379 | $648,936 | $6,124,652,315 |
| 4 | DOWLING & YAHNKE, LLC | $1,264,653 | $5,989,292,627 | $124,037,570 | $6,113,330,197 |
| 5 | NEXTCAPITAL ADVISERS | $123,347 | $5,952,847,460 | — | $5,952,847,460 |
| 6 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 7 | PLANCORP, LLC | $993,781 | $5,733,023,128 | $344,941,733 | $6,077,964,861 |
| 8 | SIGNATUREFD, LLC | $772,436 | $5,664,689,965 | $479,266,460 | $6,143,956,425 |
| 9 | RGT WEALTH ADVISORS | $1,257,080 | $5,555,737,222 | $195,402,804 | $5,751,140,026 |
| 10 | PARALLEL ADVISORS, LLC | $531,351 | $5,440,390,425 | $2,766,088 | $5,443,156,513 |
| 11 | BRIGHTWORTH, LLC | $715,490 | $5,364,746,988 | — | $5,364,746,988 |
| 12 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
| 13 | NICHOLAS HOFFMAN & COMPANY, LLC | $2,998,404 | $5,126,525,282 | $447,507,187 | $5,574,032,469 |
| 14 | KORE PRIVATE WEALTH, LLC | $877,611 | $5,121,738,954 | — | $5,121,738,954 |
| 15 | BAILARD, INC. | $2,402,230 | $4,977,245,315 | $19,393,175 | $4,996,638,490 |
| 16 | INDEX FUND ADVISORS, INC. | $776,976 | $4,937,682,218 | — | $4,937,682,218 |
| 17 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
| 18 | GELLER ADVISORS LLC | $7,476,726 | $4,817,558,415 | $19,883,251 | $4,837,441,666 |
| 19 | TRUEPOINT, INC. | $654,402 | $4,635,725,916 | $7,256,626 | $4,642,982,542 |
| 20 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 21 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 22 | NORTHEAST FINANCIAL | $2,963,049 | $4,493,661,000 | $30,915,000 | $4,524,576,000 |
| 23 | WINTHROP CAPITAL MANAGEMENT | $5,795,894 | $4,474,317,892 | $112,287 | $4,474,430,179 |
| 24 | REGIS MANAGEMENT COMPANY, LLC | $92,566,740 | $4,443,203,516 | — | $4,443,203,516 |
| 25 | ALESCO ADVISORS LLC | $3,152,467 | $4,403,996,823 | — | $4,403,996,823 |
| 26 | BECKER CAPITAL MANAGEMENT, INC. | $2,751,917 | $4,356,284,397 | — | $4,356,284,397 |
| 27 | CAPITAL INVESTMENT ADVISORS, LLC | $437,650 | $4,209,677,657 | $14,518,421 | $4,224,196,078 |
| 28 | COVINGTON CAPITAL MANAGEMENT | $2,449,993 | $4,174,644,284 | $29,544,309 | $4,204,188,593 |
| 29 | R.H. BLUESTEIN & CO LLC | $2,410,085 | $4,173,465,693 | $275,551,135 | $4,449,016,828 |
| 30 | BALENTINE | $1,587,317 | $4,123,462,236 | $474,993,737 | $4,598,455,973 |
| 31 | PRIO WEALTH LP | $2,430,888 | $4,081,461,007 | — | $4,081,461,007 |
| 32 | WMS PARTNERS, LLC | $8,756,559 | $4,054,748,803 | $1,619,501,586 | $5,674,250,389 |
| 33 | RESOLUTE PARTNERS GROUP | $25,007,541 | $4,053,221,990 | $173,052,374 | $4,226,274,364 |
| 34 | EXENCIAL WEALTH ADVISORS | $1,072,705 | $4,049,511,277 | $311,034,256 | $4,360,545,533 |
| 35 | PURE FINANCIAL ADVISORS, LLC | $1,176,623 | $4,040,035,677 | $44,024,431 | $4,084,060,108 |
| 36 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 37 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 38 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 39 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 40 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
| 41 | NORTHROCK PARTNERS, LLC | $532,694 | $3,942,287,950 | $245,749,385 | $4,188,037,335 |
| 42 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 43 | INVERNESS COUNSEL, LLC | $4,309,500 | $3,839,486,022 | $629,465,700 | $4,468,951,722 |
| 44 | DESTINATION WEALTH MANAGEMENT | $722,183 | $3,809,515,164 | — | $3,809,515,164 |
| 45 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 46 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,685,079 | $3,780,216,217 | $154,443,621 | $3,934,659,838 |
| 47 | TCI WEALTH ADVISORS, INC. | $430,668 | $3,748,280,993 | $16,185,876 | $3,764,466,869 |
| 48 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 49 | CH INVESTMENT PARTNERS, LLC | $3,994,050 | $3,641,750,839 | $855,549,402 | $4,497,300,241 |
| 50 | HERITAGE INVESTORS MANAGEMENT CORP | $2,694,427 | $3,604,146,912 | $11,774,530 | $3,615,921,442 |
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.
