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
101SYM FINANCIAL ADVISORS$749,146$2,203,644,673$539,726,638$2,743,371,311
102INVERNESS COUNSEL, LLC$2,963,306$2,990,982,470$532,387,880$3,523,370,350
103PROMUS CAPITAL, LLC$2,418,712$326,336,578$522,631,415$848,967,993
104MATHEYS LANE CAPITAL MANAGEMENT L.P.$1,873,381$841,467,986$522,353,630$1,363,821,616
105LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
106NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC$863,279$1,606,554,074$514,523,611$2,121,077,685
107SCHNIEDERS CAPITAL MANAGEMENT, LLC.$1,071,480$422,455,259$503,303,672$925,758,931
108SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
109SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
110GALAPAGOS PARTNERS, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
111INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
112CDA GROUP$480,522$480,521,690$480,521,690
113OPTIMA ASSET MANAGEMENT INC$2,186,892$478,929,419$478,929,419
114KINGS PATH PARTNERS LLC$3,866,532$131,316,926$475,728,659$607,045,585
115TRUENORTH WEALTH$325,501$459,282,352$459,282,352
116ASPEN CAPITAL MANAGEMENT$557,596$458,901,330$458,901,330
117H.M. PAYSON$1,538,177$4,128,215,989$455,551,819$4,583,767,808
118DIASTOLE WEALTH MANAGEMENT$553,102$231,893,827$442,890,313$674,784,140
119FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
120CRA FINANCIAL SERVICES, L.L.C.$911,092$333,335,656$431,070,135$764,405,791
121PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
122HACKETT ROBERTSON TOBE GROUP$3,862,385$10,000,000$411,000,000$421,000,000
123CALIFORNIA FINANCIAL ADVISORS$471,802$885,014,182$405,364,683$1,290,378,865
124REQUISITE CAPITAL MANAGEMENT LLC$2,133,768$462,386,159$393,254,667$855,640,826
125ABACUS WEALTH PARTNERS$477,851$2,336,506,167$389,158,391$2,725,664,558
126KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
127BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
128HEMSLEY ADVISORS, LTD.$629,286$12,639,589$375,000,575$387,640,164
129TREBUCHET CONSULTING, LLC$760,713$368,946,001$368,946,001
130PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
131OSBORNE PARTNERS$1,169,407$1,281,078,584$351,413,164$1,632,491,748
132NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC$1,096,788$970,984,962$350,644,999$1,321,629,961
133INTELLECTUS PARTNERS, LLC$1,212,919$562,413,869$346,062,294$908,476,163
135CLUNE & ASSOCIATES$571,938$338,015,280$338,015,280
136FORMULA FOLIO INVESTMENTS$109,397$2,797,291,092$337,710,903$3,135,001,995
137NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
138BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
139BALDWIN INVESTMENT MANAGEMENT, LLC$870,026$465,326,899$335,966,620$801,293,519
140DYNAMIC WEALTH ADVISORS$263,406$1,781,091,553$335,637,641$2,116,729,194
141THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
142TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
143SYNTRINSIC INVESTMENT COUNSEL, LLC.$2,920,204$786,789,611$325,808,056$1,112,597,667
144CM WEALTH ADVISORS LLC$5,875,396$2,628,021,384$309,676,443$2,937,697,827
145SEVEN POST INVESTMENT OFFICE LP$31,042,731$4,908,146,689$307,032,054$5,215,178,743
146GKFO, LLC$2,826,449$256,182,374$306,281,042$562,463,416
147FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
148SK WEALTH MANAGEMENT, LLC$353,992$9,631,364$303,297,912$312,929,276
149BOGART WEALTH, LLC$346,811$645,727,400$301,759,902$947,487,302
150FLOREK FINANCIAL, LLC$613,718$298,267,000$298,267,000
« Previous PageNext Page »

Showing 101 to 150 of 2,491 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 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.