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
151Pagnatokarp Partners, LLC$706,470$1,753,599,813$47,899,639$1,801,499,452
152Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
153Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
154Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
155Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
156Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
157Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
158Rinet Company$1,180,032$1,701,334,339$121,814,802$1,823,149,141
159Envoi$1,672,257$1,690,652,000$1,690,652,000
160Morton Capital Management$662,307$1,690,482,093$71,916,236$1,762,398,329
161Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
162The Burney Company$389,195$1,684,823,900$1,684,823,900
163Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
164Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
165Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
166MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
167Radnor Financial Advisors, LLC$628,244$1,600,764,456$1,600,764,456
168Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
169Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
170Colony Family Offices$4,524,180$1,576,870,343$47,310,290$1,624,180,633
171Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
172Birch Hill Investment Advisors LLC$1,407,746$1,562,274,409$1,731,230$1,564,005,639
173North Star Asset Management Inc$764,815$1,551,233,500$25,815,519$1,577,049,019
174Interocean Capital, LLC$710,970$1,542,101,562$405,245,115$1,947,346,677
175Donaldson Capital Management$504,399$1,540,367,805$72,699,967$1,613,067,772
176Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
177McCutchen Group$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
178Barrett Asset Management$2,025,661$1,516,061,884$199,673,030$1,715,734,914
179Arlington Partners Llc$2,728,079$1,510,355,151$6,456,768$1,516,811,919
180Motley Fool Wealth Management, LLC$331,029$1,509,494,032$1,509,494,032
181Farr Miller & Washington$1,343,364$1,505,292,700$4,648,251$1,509,940,951
182Chesley, Taft & Associates$1,055,240$1,491,350,231$118,945,319$1,610,295,550
183East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
184Private Vista, LLC$1,590,746$1,486,635,464$37,298,815$1,523,934,279
185Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
186West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
187Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
188Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
189The Welch Group$1,428,705$1,431,562,472$1,431,562,472
190Waters, Parkerson & Co., LLC$914,740$1,431,372,665$100,817,010$1,532,189,675
191The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
192Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
193Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
194Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
195Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
196Heritage Financial Services$326,835$1,411,598,462$1,411,598,462
197Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
198Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
199New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
200Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
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Showing 151 to 200 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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