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
101Alaska Permanent Capital Management Co$18,789,536$2,919,730,797$49,015,909$2,968,746,706
102Tci Wealth Advisors, Inc.$362,479$2,896,189,829$77,222,816$2,973,412,645
103Parsec Financial$515,994$2,825,953,352$166,294,118$2,992,247,470
104Heritage Investors Management Corp$2,217,521$2,776,690,355$15,169,163$2,791,859,518
105F L Putnam Investment Management Co.$941,641$2,766,710,777$18,662,501$2,785,373,278
106Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
107Destination Wealth Management$585,592$2,752,282,359$2,752,282,359
108Ch Investment Partners, Llc$3,111,608$2,751,450,579$823,786,993$3,575,237,572
109Tcg Advisors, Lp$2,030,952$2,732,573,396$870,334,771$3,602,908,167
110Modera Wealth Management, Llc$480,854$2,729,239,147$16,917,721$2,746,156,868
111Twin Focus Capital Partners, Llc$28,049,642$2,694,396,188$194,716,894$2,889,113,082
112Budros, Ruhlin & Roe, Inc.$423,342$2,663,960,940$68,714,427$2,732,675,367
113Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
114Clifford Swan Investment Counselors$1,359,956$2,648,741,498$604,273,218$3,253,014,716
115Sand Hill Global Advisors, Llc$1,783,338$2,635,949,593$72,941,506$2,708,891,099
116Cm Wealth Advisors Llc$5,875,396$2,628,021,384$309,676,443$2,937,697,827
117Strategic Wealth Partners$629,745$2,575,596,178$104,597,115$2,680,193,293
118Roosevelt Investments$572,661$2,538,869,168$158,366,293$2,697,235,461
119Simon Quick Advisors, Llc$5,560,782$2,525,957,973$877,240,660$3,403,198,633
120Waldron Private Wealth$11,250,772$2,505,040,976$3,881,137$2,508,922,113
121Palladium Registered Investment Advisors$1,128,963$2,498,160,568$34,103,417$2,532,263,985
122Mainstay Capital Management, Llc$732,459$2,484,042,582$191,629,509$2,675,672,091
123Iht Wealth Management Llc$207,698$2,419,151,490$5,717,549$2,424,869,039
124Carnegie Investment Counsel$1,156,102$2,393,019,121$52,137,315$2,445,156,436
125Columbia Pacific Wealth Management$5,440,495$2,368,805,933$2,103,280,676$4,472,086,609
126Foster Group, Inc.$589,161$2,348,727,503$258,504$2,348,986,007
127Fairview Capital$4,848,747$2,344,223,324$7,418,875$2,351,642,199
128Abacus Wealth Partners$477,851$2,336,506,167$389,158,391$2,725,664,558
129The Pacific Financial Group, Inc.$124,683$2,336,318,385$2,336,318,385
130Congress Wealth Management Llc$938,894$2,320,940,879$11,271,928$2,332,212,807
131Global Financial Private Capital, Inc.$116,110$2,287,938,176$2,287,938,176
132Private Ocean$616,967$2,284,950,435$9,549,091$2,294,499,526
133Pure Financial Advisors, Inc.$240,672$2,243,999,364$22,650,486$2,266,649,850
134Camden Capital, Llc$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
135Accredited Investors Wealth Management$580,037$2,209,844,931$87,681,787$2,297,526,718
136Sym Financial Advisors$749,146$2,203,644,673$539,726,638$2,743,371,311
137Pagnatokarp Partners, Llc$841,271$2,155,180,015$49,790,002$2,204,970,017
138Pinnacle Advisory Group, Inc.$365,738$2,135,909,312$2,135,909,312
139Nextcapital Advisers$103,736$2,129,384,165$2,129,384,165
140Mccutchen Group Llc$3,102,360$2,120,283,620$885,902,985$3,006,186,605
141Corient Capital Partners, Llc$839,449$2,111,649,506$668,607,161$2,780,256,667
142Water Oak Advisors, Llc$1,111,937$2,101,164,206$144,948,809$2,246,113,015
143Northcoast Asset Management Llc$387,412$2,100,546,549$2,100,546,549
144Coastal Bridge Advisors$453,914$2,093,926,322$4,971,981$2,098,898,303
145Envoi Llc$1,768,252$2,065,317,982$2,065,317,982
146Balentine$1,097,453$2,059,007,790$386,117,026$2,445,124,816
147The Burney Company$485,636$2,055,696,158$2,055,696,158
148Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
149Resource Consulting Group$889,343$2,030,370,126$2,030,370,126
150Litman Gregory Asset Management, Llc$2,687,841$2,030,254,718$2,410,058,736$4,440,313,454
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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.