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
51CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
52MANCHESTER CAPITAL MANAGEMENT LLC$2,660,871$3,142,500,375$1,021,763,406$4,164,263,781
53WALL CAPITAL GROUP, INC.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
54PERMANENS CAPITAL L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
55BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
56TEAM HEWINS, LLC$1,863,064$1,072,051,853$951,235,812$2,023,287,665
57CLAYTON FINANCIAL GROUP, LLC$398,224$24,188,175$924,380,487$948,568,662
58BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
59BITTERROOT CAPITAL ADVISORS LLC$62,351,426$33,207,524$902,063,865$935,271,389
60MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
61MCCUTCHEN GROUP LLC$3,102,360$2,120,283,620$885,902,985$3,006,186,605
62SIMON QUICK ADVISORS, LLC$5,560,782$2,525,957,973$877,240,660$3,403,198,633
63TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
64TCG ADVISORY SERVICES, LLC$2,030,952$2,732,573,396$870,334,771$3,602,908,167
65FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
66CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
67LOWERY ASSET CONSULTING, LLC$2,077,340$806,007,956$806,007,956
68FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
69EMBREE FINANCIAL GROUP$2,409,386$477,818,000$746,150,000$1,223,968,000
70CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
71CIRCLE WEALTH MANAGEMENT, LLC$3,471,910$1,192,653,808$727,312,698$1,919,966,506
72ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
73LGL PARTNERS, LLC$2,380,687$666,858,444$713,940,300$1,380,798,744
74B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
75GAMBLE JONES INVESTMENT COUNSEL$1,254,122$874,854,737$684,019,043$1,558,873,780
76SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
77CHERRY CREEK FAMILY OFFICES$1,223,828$183,665,870$681,580,406$865,246,276
78THE CLARIUS GROUP, LLC$3,590,416$1,367,396,981$671,959,108$2,039,356,089
79SANDERSON WEALTH MANAGEMENT, LLC$680,440$108,509,523$671,955,132$780,464,655
80CORIENT CAPITAL PARTNERS, LLC$839,449$2,111,649,506$668,607,161$2,780,256,667
81CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
82SCHAEFER FINANCIAL MANAGEMENT, INC.$414,881$658,001,811$658,001,811
83HOLLOW BROOK WEALTH MANAGEMENT LLC$3,695,257$282,700,000$652,200,000$934,900,000
84DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
85THUN FINANCIAL ADVISORS$1,261,408$1,000,000$637,272,632$638,272,632
86AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
87PRIVATE WEALTH MANAGEMENT, INC.$1,152,761$623,643,433$623,643,433
88BOSTON PRIVATE WEALTH$978,664$12,697,123,638$618,579,481$13,315,703,119
89PAYNE CAPITAL MANAGEMENT, LLC$224,005$211,942,894$612,173,119$824,116,013
90CLIFFORD SWAN INVESTMENT COUNSELORS$1,359,956$2,648,741,498$604,273,218$3,253,014,716
91GENERATION CAPITAL MANAGEMENT LLC$2,603,289$76,638,716$589,803,336$666,442,052
92THE MOSAIC FINANCIAL GROUP, LLC$1,639,451$386,033,526$589,440,046$975,473,572
93QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
94ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
95BEAUMONT FINANCIAL PARTNERS LLC$787,316$1,648,195,535$574,396,243$2,222,591,778
96MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
97MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
98AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
99HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
100JASPER RIDGE PARTNERS, L.P.$512,048,230$21,475,264,147$542,809,759$22,018,073,906
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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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.