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
51Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
52Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
53Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
54Orgel Wealth Management, LLC$689,258$5,618,834,000$5,618,834,000
55The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
56Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
57R M Davis Inc$1,011,757$5,375,264,842$5,260,366$5,380,525,208
58Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
59Arlington Partners LLC$6,813,442$2,315,286,033$2,999,199,006$5,314,485,039
60H. M. Payson & Co.$1,638,146$4,761,827,948$424,543,104$5,186,371,052
61Regentatlantic Capital, LLC$2,552,638$5,103,473,534$52,855,748$5,156,329,282
62Plancorp, LLC$774,897$4,843,278,870$224,544,791$5,067,823,661
63Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
64Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
65Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
66Aureus Asset Management, LLC$7,481,605$1,539,447,535$3,458,264,297$4,997,711,832
67Gryphon Advisors, LLC$261,261,954$4,963,977,124$4,963,977,124
68Modera Wealth Management, LLC$595,421$4,930,249,559$27,224,550$4,957,474,109
69Bradley Foster & Sargent Inc$1,404,959$4,878,800,319$623,071$4,879,423,390
70RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
71BRIDGES INVESTMENT MANAGEMENT INC$2,931,027$4,564,521,962$268,741,696$4,833,263,658
72Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
73TCG Advisory Services, LLC$2,084,215$2,808,572,833$1,793,373,554$4,601,946,387
74Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
75Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
76Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
77WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
78Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
79Alesco Advisors LLC$3,221,938$4,249,736,239$4,249,736,239
80Linscomb & Williams Inc$614,427$4,218,658,522$4,218,658,522
81Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
82Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
83Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
84Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
85Zhang Financial LLC$857,763$2,212,960,722$1,790,219,214$4,003,179,936
86Nextcapital Advisers, Inc.$115,424$3,965,402,163$3,965,402,163
87CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
88Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
89Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
90Smith Shellnut Wilson LLC$6,585,627$1,035,012,087$2,876,850,193$3,911,862,280
91R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
92BPS Capital Management, Inc.$48,489,655$3,879,172,415$3,879,172,415
93Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
94Simon Quick Advisors, LLC$3,330,063$3,089,162,908$770,379,744$3,859,542,652
95Inverness Counsel, LLC$3,068,120$3,229,075,162$621,415,681$3,850,490,843
96Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
97Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
98Northeast Financial Consultants, LLC$2,714,449$3,779,121,540$31,964,450$3,811,085,990
99JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
100Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.