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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
151Frontier Wealth Management, Llc$400,122$2,003,375,083$439,767,974$2,443,143,057
152Retirement Income Solutions, Inc.$1,633,403$1,966,617,358$1,966,617,358
153Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
154Birch Hill Investment Advisors Llc$1,692,594$1,960,763,981$2,644,796$1,963,408,777
155Sage Financial Group Inc.$737,200$1,951,197,480$244,183,786$2,195,381,266
156Morton Capital Management, Llc$740,817$1,950,153,486$86,351,098$2,036,504,584
157Cobblestone Capital Advisors, Llc$824,202$1,933,035,300$59,885,245$1,992,920,545
158Montag$1,713,996$1,913,201,271$234,436,216$2,147,637,487
159Yale Capital Corp.$18,042,448$1,912,499,533$1,912,499,533
160North Star Asset Management Inc$814,929$1,891,452,136$45,633,426$1,937,085,562
161Buckhead Capital Management, Llc$14,309,572$1,876,500,802$155,458,386$2,031,959,188
162Polaris Greystone Financial Group, Llc$459,509$1,876,246,149$78,043,952$1,954,290,101
163Barrett Asset Management, Llc$2,468,168$1,874,569,093$250,523,842$2,125,092,935
164Radnor Financial Advisors, Llc$699,730$1,871,078,384$1,871,078,384
165Goelzer Investment Management$1,463,445$1,827,416,529$57,501,095$1,884,917,624
166Rinet Company, Llc$1,185,436$1,822,627,490$122,673,074$1,945,300,564
167Capital Counsel Llc$3,080,947$1,822,423,960$7,658,475$1,830,082,435
168Farr Miller & Washington Llc$1,551,117$1,797,617,181$66,824,998$1,864,442,179
169Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
170Donaldson Capital Management Llc$594,402$1,775,255,918$159,522,732$1,934,778,650
171Donaldson Capital Management Llc$594,402$1,775,255,918$159,522,732$1,934,778,650
172Cadinha & Co Llc$332,707$1,766,341,127$1,766,341,127
173Waters, Parkerson & Co., Llc$1,109,247$1,765,127,542$117,264,781$1,882,392,323
174Covenant$1,028,460$1,760,738,251$53,465,890$1,814,204,141
175The Welch Group, Llc$623,887$1,758,737,229$1,758,737,229
176Leavell Investment Management, Inc.$1,142,080$1,753,894,888$201,345,718$1,955,240,606
177Vivaldi Capital Management, Llc$890,327$1,747,813,868$338,223,097$2,086,036,965
178Colony Family Offices, Llc$4,794,873$1,743,378,518$30,724,549$1,774,103,067
179Mra Associates$1,090,565$1,742,370,597$901,158,881$2,643,529,478
180Meritage Portfolio Management, Inc.$1,428,074$1,738,361,811$75,292,486$1,813,654,297
181Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
182Gibson Capital, Llc$2,096,833$1,725,280,126$98,964,956$1,824,245,082
183Summitry, Llc$1,245,962$1,708,745,750$60,520,974$1,769,266,724
184Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
185Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
186West Financial Services, Inc.$781,742$1,696,434,442$20,270,842$1,716,705,284
187Pegasus Partners$794,851$1,695,304,695$94,699,202$1,790,003,897
188Smith, Salley & Associates, Llc$1,196,230$1,691,469,449$1,691,469,449
189The Wealth Consulting Group$125,053$1,664,008,800$297,199,202$1,961,208,002
190The Wealth Consulting Group$125,053$1,664,008,800$297,199,202$1,961,208,002
191Norris Perne & French Llp$999,823$1,660,705,974$1,660,705,974
192Bridgewater Advisors Inc.$675,755$1,656,274,752$1,656,274,752
193Argent Wealth Management, Llc$923,664$1,653,948,483$140,730,753$1,794,679,236
194Zhang Financial$735,985$1,649,271,866$1,568,455,405$3,217,727,271
195Beaumont Financial Partners Llc$787,316$1,648,195,535$574,396,243$2,222,591,778
196Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
197Vista Capital Partners, Inc.$749,653$1,620,750,645$1,620,750,645
198Altium Wealth Management Llc$619,818$1,614,006,942$1,614,006,942
199Salem Investment Counselors Inc$914,031$1,613,012,118$27,673,866$1,640,685,984
200Rtd Financial Advisors Inc$732,121$1,607,219,986$21,017,512$1,628,237,498
« Previous PageNext Page »

Showing 151 to 200 of 2,336 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.