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.$1,627,172$9,650,758,503$9,650,758,503
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
10AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
11Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
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
14Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
15Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
16Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
17Orgel Wealth Management$567,014$4,191,363,849$4,191,363,849
18Balasa Dinverno Foltz$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
20Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
21Global Financial Private Capital, LLC$96,407$3,555,568,110$3,555,568,110
22Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
23Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
24Alesco Advisors$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
27Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
28Seaward Management$1,704,521$2,560,190,632$2,560,190,632
29Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
30David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
31Parallel Advisors$363,016$2,386,830,147$2,386,830,147
32Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
33Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
34Foster Group, Inc.$494,299$2,017,235,841$2,017,235,841
35Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
36Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
37Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
38Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
39Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
40Envoi$1,672,257$1,690,652,000$1,690,652,000
41The Burney Company$389,195$1,684,823,900$1,684,823,900
42Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
43Radnor Financial Advisors, LLC$628,244$1,600,764,456$1,600,764,456
44Motley Fool Wealth Management, LLC$331,029$1,509,494,032$1,509,494,032
45The Welch Group$1,428,705$1,431,562,472$1,431,562,472
46Heritage Financial Services$326,835$1,411,598,462$1,411,598,462
47Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
48Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
49Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
50Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
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Showing 1 to 50 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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