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
1Financial Engines Advisors$128,980$181,000,000,000$181,000,000,000
2Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
3Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
4Aperio Group$4,925,444$24,735,579,836$24,735,579,836
5Comprehensive Financial Management Llc$315,000,701$14,175,031,522$14,175,031,522
6Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
7Appleton Partners,Inc.$1,673,906$10,189,067,277$10,189,067,277
8Jordan Park Group Llc$7,915,729$9,237,655,510$9,237,655,510
9Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
10Savant Capital Management$1,247,761$6,126,504,280$6,126,504,280
11AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
12Pinnacle Associates, Ltd.$1,228,377$5,323,786,659$5,323,786,659
13Adviser Investments$476,031$5,014,033,546$5,014,033,546
14Zacks Investment Management$793,353$4,973,528,399$4,973,528,399
15Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
16Dowling & Yahnke, Llc$1,017,722$4,467,799,832$4,467,799,832
17Orgel Wealth Management, Llc$567,014$4,191,363,849$4,191,363,849
18Balasa Dinverno Foltz Llc$773,803$4,136,748,330$4,136,748,330
19Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
20Cornerstone Advisors Inc$872,913$3,639,172,397$3,639,172,397
21Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
22Global Financial Private Capital, LLC$96,407$3,555,568,110$3,555,568,110
23Regis Management Company, Llc$64,204,047$3,402,814,484$3,402,814,484
24Alesco Advisors Llc$2,918,846$3,368,348,349$3,368,348,349
25Brightworth, Llc$511,191$3,335,519,000$3,335,519,000
26Anchor Capital Advisors Llc$635,158$2,964,915,217$2,964,915,217
27Linscomb & Williams$1,731,629$2,808,702,381$2,808,702,381
28Kore Private Wealth, Llc$1,237,448$2,807,770,565$2,807,770,565
29Prio Wealth Limited Partnership$1,704,521$2,560,190,632$2,560,190,632
30Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
31David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
32Parallel Advisors, Llc$363,016$2,386,830,147$2,386,830,147
33Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
34Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
35Foster Group, Inc.$494,299$2,017,235,841$2,017,235,841
36Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
37Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
38Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
39Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
40Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
41Envoi Llc$1,672,257$1,690,652,000$1,690,652,000
42The Burney Company$389,195$1,684,823,900$1,684,823,900
43Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
44Radnor Financial Advisors, Llc$628,244$1,600,764,456$1,600,764,456
45Motley Fool Wealth Management, Llc$331,029$1,509,494,032$1,509,494,032
46Cadinha & Co Llc$309,306$1,432,707,520$1,432,707,520
47The Welch Group, Llc$1,428,705$1,431,562,472$1,431,562,472
48Heritage Financial Services, Llc$326,835$1,411,598,462$1,411,598,462
49Miracle Mile Advisors, Llc$1,006,248$1,399,690,508$1,399,690,508
50Smith, Salley & Associates, Llc$1,229,161$1,377,889,908$1,377,889,908
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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.