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
51Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
52Orgel Wealth Management$567,014$4,191,363,849$4,191,363,849
53Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
54Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
55Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
56Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
57Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
58Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
59R M Davis Inc$789,614$3,928,950,920$9,643,944$3,938,594,864
60Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
61Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
62Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
63Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
64Pathstone Federal Street$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
65Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
66Regentatlantic$2,162,134$3,557,130,360$40,660,407$3,597,790,767
67Global Financial Private Capital, LLC$96,407$3,555,568,110$3,555,568,110
68RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
69Plancorp$582,332$3,504,332,862$166,104,645$3,670,437,507
70Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523
71B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
72Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
73Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
74Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
75Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
76Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
77HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
78South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
79Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
80Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
81Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
82H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
83Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
84Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
85Anchor Capital Advisors LLC$635,158$2,964,915,217$2,964,915,217
86The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
87Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
88Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345
89Signaturefd, LLC$625,189$2,771,501,180$722,679,277$3,494,180,457
90Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
91Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
92Manchester Capital Management$2,410,749$2,645,602,066$780,072,036$3,425,674,102
93WMS Partners$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
94Westmount Asset Management$643,653$2,583,181,872$53,220,419$2,636,402,291
95Seaward Management$1,704,521$2,560,190,632$2,560,190,632
96Valeo Financial Advisors$311,683$2,541,458,239$1,209,024,570$3,750,482,809
97The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
98Northeast Financial Consultants, Inc$2,077,770$2,527,716,253$133,906,894$2,661,623,147
99Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
100JMG Financial Group Ltd.$964,296$2,518,406,000$156,550,000$2,674,956,000
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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.

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