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
101Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
102Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
103Badgley PheLPs Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
104David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
105Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
106Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
107TCI Wealth Advisors, Inc.$322,543$2,408,610,296$55,616,753$2,464,227,049
108Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
109Parallel Advisors$363,016$2,386,830,147$2,386,830,147
110CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
111Modera Wealth Management$410,619$2,377,507,353$13,937,103$2,391,444,456
112Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
113Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
114Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
115Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
116Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
117Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
118Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
119Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
120Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
121Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
122Twin Focus Capital Partners$27,931,098$2,200,453,539$173,689,807$2,374,143,346
123Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
124Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
126Boston Financial Management LLC$1,079,761$2,148,528,656$46,624,617$2,195,153,273
127Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
128TCG Advisors, LP$1,625,702$2,133,105,051$684,236,218$2,817,341,269
129Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
130Wharton Business Group, LLC$8,084,454$2,097,991,451$230,331,242$2,328,322,693
131Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
132Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
133Evergreen Capital Management LLC$1,295,457$2,078,874,887$118,219,338$2,197,094,225
134Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
135Foster Group, Inc.$494,299$2,017,235,841$2,017,235,841
136Massey, Quick & Co.$3,593,665$1,997,544,311$978,010,595$2,975,554,906
137Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
138Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
139Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
140Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
141F.L.Putnam Investment Management Co.$1,033,912$1,865,877,016$11,707,537$1,877,584,553
142Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
143Exencial Wealth Advisors$583,192$1,835,448,892$219,720,098$2,055,168,990
144Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
145Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
146Syverson Strege$1,070,012$1,797,645,878$265,336,924$2,062,982,802
147Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
148Congress Wealth Management$815,959$1,784,633,072$9,660,942$1,794,294,014
149Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
150Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
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Showing 101 to 150 of 2,205 entries

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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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