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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Bellevue Asset Management, Llc$461,765$261,820,715$261,820,715
2Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
3Strategent Financial, Llc$1,672,555$163,910,370$163,910,370
4Altius Financial, Inc.$808,186$106,680,606$106,680,606
5Financial Engines Advisors L.L.C.$151,202$229,000,000,000$229,000,000,000
6True North Management Group, Llc$126,183,714$757,102,281$757,102,281
7Daniels & Erickson Financial Advisors, Llc$742,143$106,126,443$106,126,443
8Redw Wealth Llc$769,265$753,879,593$753,879,593
9Hamrick Investment Counsel, Llc$1,240,489$163,744,508$163,744,508
10Gunderson Capital Management$183,924$135,000,000$135,000,000
11Fisher Investments$1,744,458$120,949,000,000$120,949,000,000
12Obermeyer Wood Investment Counsel, Lllp$797,674$1,536,320,760$1,536,320,760
13Silicon Valley Capital Partners, L.P.$462,834$477,181,979$477,181,979
14Bromfield Sneider Wealth Advisors, Inc.$1,219,967$341,590,643$341,590,643
15Kyle Financial Services$1,584,897$261,507,932$261,507,932
16Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
17Everest Wealth Management$1,559,916$106,074,285$106,074,285
18Rhame & Gorrell Wealth Management$385,939$341,169,947$341,169,947
19Dent Wealth Advisors$513,227$261,232,454$261,232,454
20Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
21Capital Formation Strategies Inc$300,986$134,841,741$134,841,741
22Asset Management Strategies, Inc.$72,374$105,810,353$105,810,353
23Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
24Bridgecreek Investment Management, Llc$11,718,750$750,000,000$750,000,000
25Compass Financial Group, Inc.$867,415$340,894,250$340,894,250
26Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
27Chevy Chase Trust Company$8,384,189$33,997,884,407$33,997,884,407
28Mcrae Capital Management Inc.$756,028$474,029,652$474,029,652
29Vista Private Wealth Partners Llc$690,621$340,476,023$340,476,023
30Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
31Flagship Capital Management Inc$891,525$105,200,000$105,200,000
32Pin Oak Investment Advisors Inc$691,282$472,836,729$472,836,729
33Broadlake Financial Management$204,306$260,285,239$260,285,239
34Mallard Financial Partners Inc$304,435$207,016,001$207,016,001
35Millares Asset Management, Llc$977,695$163,275,141$163,275,141
36Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
37Rocky Mountain Advisers, Llc$5,499,156$1,506,768,677$1,506,768,677
38Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
39J.J. Burns & Company$366,490$471,306,376$471,306,376
40Ironwood Wealth Management, Inc.$277,215$163,002,289$163,002,289
41Infinium Investment Advisors, Llc$182,796$104,741,903$104,741,903
42Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
43Seascape Capital Management,Llc$417,259$206,125,961$206,125,961
44Invesco, Llc$865,634$162,739,141$162,739,141
45Holbrook Global Strategies$1,914,286$134,000,000$134,000,000
46Hallett Advisors$145,127$104,491,200$104,491,200
47Oakmont Wealth Advisory, Llc$408,216$162,470,000$162,470,000
48United Financial Planning Group Llc$281,023$104,259,396$104,259,396
49Investment Security Group, Inc.$302,356$742,888,185$742,888,185
50Macroclimate Llc$4,762,531$133,350,868$133,350,868
Next Page »

Showing 1 to 50 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.