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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51R M Davis Inc$950,770$4,841,133,150$15,399,992$4,856,533,142
52Freestone Capital Management, Llc$1,675,018$4,752,298,724$649,633,025$5,401,931,749
53Dowling & Yahnke, Llc$1,053,535$4,730,371,019$4,730,371,019
54Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
55Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
56Bridges Investment Management Inc$2,931,027$4,564,521,962$268,741,696$4,833,263,658
57Choate Investment Advisors$2,170,810$4,485,087,563$661,903,297$5,146,990,860
58Chilton Investment Services, Llc$4,239,616$4,468,253,000$72,376,000$4,540,629,000
59Evoke Wealth, Llc$2,073,272$4,414,273,162$244,367,925$4,658,641,087
60Plancorp, Llc$702,265$4,352,496,626$186,244,015$4,538,740,641
61Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353
62Becker Capital Management, Inc.$3,336,859$4,307,884,565$4,307,884,565
63Bradley Foster & Sargent Inc$1,273,929$4,234,983,943$3,379,252$4,238,363,195
64Rgt Wealth Advisors$1,068,105$4,112,801,814$222,637,226$4,335,439,040
65Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
66Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
67Index Fund Advisors, Inc.$620,124$4,022,875,212$19,711,428$4,042,586,640
68Cornerstone Advisors Inc$947,966$3,960,599,929$3,960,599,929
70Hbks Wealth Advisors$312,252$3,903,130,584$70,275,352$3,973,405,936
71Edge Capital Group, Llc$1,935,458$3,798,154,220$272,114,033$4,070,268,253
72Valeo Financial Advisors, Llc$433,658$3,761,410,394$1,161,045,006$4,922,455,400
73Permanens Capital L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
74Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
75Kore Private Wealth, Llc$1,172,034$3,571,188,631$3,571,188,631
76Alesco Advisors Llc$2,803,349$3,540,629,605$3,540,629,605
77Geller Advisors Llc$5,904,626$3,528,659,487$31,829,798$3,560,489,285
78Wilbanks, Smith & Thomas Asset Management, Llc$812,119$3,453,190,627$54,352,628$3,507,543,255
79Karpus Investment Management$1,539,301$3,443,416,125$3,443,416,125
80The Mather Group, Llc$576,247$3,419,794,083$264,727,760$3,684,521,843
81Truepoint, Inc.$554,085$3,359,257,566$17,892,731$3,377,150,297
82Frontier Investment Management Co$716,556$3,286,843,011$3,286,843,011
83Northeast Financial$2,501,662$3,267,352,856$52,352,579$3,319,705,435
84Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
85Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
86Douglass Winthrop Advisors Llc$3,564,625$3,243,736,243$21,460,033$3,265,196,276
87H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
88R H Bluestein & Co$2,056,339$3,237,812,543$136,639,019$3,374,451,562
89Signaturefd, Llc$622,617$3,228,832,293$682,446,274$3,911,278,567
90Parallel Advisors, Llc$427,668$3,165,930,943$2,661,500$3,168,592,443
91Jmg Financial Group Ltd$1,039,170$3,154,168,000$173,255,000$3,327,423,000
92Manchester Capital Management Llc$2,660,871$3,142,500,375$1,021,763,406$4,164,263,781
93Argi Investment Services, Llc$287,974$3,120,772,475$3,120,772,475
94Prio Wealth Limited Partnership$2,030,648$3,088,616,263$3,088,616,263
95David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
96Fiduciary Counselling Inc$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
97Inverness Counsel, Llc$2,963,306$2,990,982,470$532,387,880$3,523,370,350
98Westmount Asset Management, Llc$758,700$2,988,115,576$74,755,521$3,062,871,097
99Badgley Phelps Wealth Managers$1,851,502$2,985,482,288$210,209,659$3,195,691,947
100Advance Capital Management Inc$275,326$2,921,688,955$33,658,471$2,955,347,426
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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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.