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$136,038$169,000,000,000$0$169,000,000,000
2Fisher Investments$2,240,430$96,031,566,281$0$96,031,566,281
3Chevy Chase Trust Company$8,384,277$29,990,558,415$0$29,990,558,415
4Aperio Group$5,551,788$23,817,171,327$0$23,817,171,327
5Edelman Financial Services, LLC$252,931$21,729,061,354$0$21,729,061,354
6Comprehensive Financial Management LLC$354,016,513$15,222,710,047$0$15,222,710,047
7Johnson Investment Counsel, Inc.$1,041,126$10,420,633,000$0$10,420,633,000
8Appleton Partners,Inc.$1,584,787$9,144,218,642$0$9,144,218,642
9Jordan Park Group LLC$9,440,271$8,128,073,539$0$8,128,073,539
10Personal Capital Advisors Corporation$177,889$7,912,150,632$0$7,912,150,632
11Pinnacle Associates, Ltd..$1,563,182$6,496,586,132$0$6,496,586,132
12Global Financial Private Capital, LLC$99,725$5,790,555,183$0$5,790,555,183
13Savant Capital Management$1,240,297$5,617,303,696$0$5,617,303,696
14Adviser Investments$518,445$5,306,284,485$0$5,306,284,485
15Ferguson Wellman Capital Management, Inc.$1,930,412$5,152,269,992$0$5,152,269,992
16Zacks Investment Management$811,347$4,774,778,847$0$4,774,778,847
17Signature Family Wealth Advisors$24,744,924$4,404,596,410$0$4,404,596,410
18Symmetry Partners$203,157$4,376,000,000$0$4,376,000,000
19Orgel Wealth Management$588,143$4,248,159,287$0$4,248,159,287
20Becker Capital Management, Inc.$3,771,233$4,238,865,579$0$4,238,865,579
21Balasa Dinverno Foltz$805,320$4,153,839,466$0$4,153,839,466
22Dowling & Yahnke, LLC$991,921$4,106,554,929$0$4,106,554,929
23Index Fund Advisors, Inc.$606,780$3,825,745,903$0$3,825,745,903
24Cornerstone Advisors Inc$892,555$3,701,427,589$0$3,701,427,589
25Regis Management Company, LLC$62,923,453$3,649,560,290$0$3,649,560,290
26Anchor Capital Advisors LLC$658,370$3,445,907,852$0$3,445,907,852
27Brightworth, LLC$511,097$3,334,396,000$0$3,334,396,000
28Alesco Advisors$3,076,049$3,306,752,612$0$3,306,752,612
29Seaward Management$1,826,641$2,780,147,361$0$2,780,147,361
30AE Wealth Management, LLC$96,867$2,759,050,999$0$2,759,050,999
31David Vaughan Investments Inc$1,186,957$2,582,818,000$0$2,582,818,000
32Pensionmark Financial Group, Llc$833,666$2,396,789,735$0$2,396,789,735
33Coastal Bridge Advisors$549,465$2,374,786,806$0$2,374,786,806
34Frontier Investment Management Co$736,059$2,323,737,914$0$2,323,737,914
35Destination Wealth Management$529,333$2,252,843,327$0$2,252,843,327
36Foster Group, Inc.$562,457$2,148,021,490$0$2,148,021,490
37LBI Wealth Management$11,017,196$2,115,301,658$0$2,115,301,658
38Pinnacle Advisory Group, Inc.$350,622$2,050,437,552$0$2,050,437,552
39The Burney Company$433,638$1,939,227,098$0$1,939,227,098
40Welch Hornsby, Inc.$114,825$1,929,182,721$0$1,929,182,721
41Parallel Advisors$355,698$1,875,594,591$0$1,875,594,591
42Resource Consulting Group$847,753$1,837,081,123$0$1,837,081,123
43Northcoast Asset Management LLC$337,444$1,781,703,514$0$1,781,703,514
44Retirement Income Solutions, Inc.$1,502,773$1,768,764,247$0$1,768,764,247
45Radnor Financial Advisors, LLC$711,876$1,699,959,816$0$1,699,959,816
46Yale Capital Corp.$15,680,809$1,677,846,566$0$1,677,846,566
47Envoi$1,654,391$1,629,575,000$0$1,629,575,000
48Salem Investment Counselors Inc$971,916$1,589,082,496$0$1,589,082,496
49Obermeyer Wood Investment Counsel, LLP$803,432$1,567,496,495$0$1,567,496,495
50Portfolio Solutions LLC$845,194$1,542,479,230$0$1,542,479,230
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Showing 1 to 50 of 2,314 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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