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
201New England Private Wealth Advisors, Llc$863,279$1,606,554,074$514,523,611$2,121,077,685
202Heritage Financial Services, Llc$364,258$1,601,277,179$1,601,277,179
203Chilton Capital Management Llc$967,375$1,593,951,090$1,250,340$1,595,201,430
204Lenox Wealth Advisors, Llc$676,354$1,591,459,926$1,591,459,926
205True North Advisors, Llc$513,091$1,581,734,664$19,623,015$1,601,357,679
206Truewealth Management$593,711$1,577,613,841$122,773,099$1,700,386,940
207Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
208Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
209Colorado Financial Management Llc$570,961$1,561,160,490$15,834,136$1,576,994,626
210Logan Capital Management, Inc.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
211Obermeyer Wood Investment Counsel, Lllp$797,674$1,536,320,760$1,536,320,760
212Courier Capital, Llc$1,356,597$1,533,658,935$375,073,370$1,908,732,305
213Ghp Investment Advisors Inc$517,625$1,527,308,746$12,107,036$1,539,415,782
214Bakeravenue$1,027,355$1,525,649,220$210,580,936$1,736,230,156
215Rocky Mountain Advisers, Llc$5,499,156$1,506,768,677$1,506,768,677
216Laird Norton Wealth Management$1,256,300$1,499,434,619$270,692,417$1,770,127,036
217Foster & Motley Inc$2,200,443$1,495,054,208$40,855,307$1,535,909,515
218Alpha Cubed Investments, Llc$444,498$1,481,098,335$46,197,628$1,527,295,963
219Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
220Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
221Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
222Kingsview Wealth Management, Llc$214,668$1,460,387,068$1,460,387,068
223Sadoff Investment Management Llc$1,157,168$1,460,346,509$1,460,346,509
224Sfmg Wealth Advisors$496,349$1,459,390,667$87,234,353$1,546,625,020
225Perigon Wealth Management, Llc$737,977$1,459,000,000$321,000,000$1,780,000,000
226Monograph Wealth Advisors, Llc$2,364,498$1,454,579,005$77,615,982$1,532,194,987
227Glassman Wealth Services, Llc$763,903$1,454,471,398$1,454,471,398
228Frontier Asset Management, Llc$1,285,224$1,450,275,997$3,586,517,089$5,036,793,086
229Carson Group Investing$148,841$1,450,010,476$1,450,010,476
230Portfolio Solutions Llc$836,169$1,444,900,440$1,444,900,440
231Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
232Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
233Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
234Check Capital Management Inc$673,201$1,439,457,820$77,937,755$1,517,395,575
235Stearns Financial Group$625,790$1,439,316,947$1,439,316,947
236Parsons Capital Management Inc$913,361$1,433,976,424$1,433,976,424
237Punch & Associates Investment Management, Inc.$793,183$1,433,282,568$1,433,282,568
238Stonebridge Capital Advisors Llc$798,606$1,431,777,672$43,247,375$1,475,025,047
239Acropolis Investment Management, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
240Tom Johnson Investment Management, Llc$377,713$1,411,891,826$1,411,891,826
241Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
242Legacy Wealth Management Inc$429,132$1,400,870,744$86,930,910$1,487,801,654
243Southeast Asset Advisors, Llc$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
244Resource Management, Llc$635,873$1,394,937,500$100,000,336$1,494,937,836
245Vigilant Capital Management, Llc$1,185,060$1,388,889,926$1,388,889,926
246Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
247Moody, Lynn & Lieberson, Llc$1,740,806$1,373,495,918$1,373,495,918
248Maryland Capital Management, Llc$773,082$1,372,030,100$10,239,900$1,382,270,000
249The Clarius Group, Llc$3,590,416$1,367,396,981$671,959,108$2,039,356,089
250Heritage Investment Group, Inc.$752,287$1,354,868,446$1,354,868,446
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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.