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
101Permanens Capital L.P.$46,001,258$2,360,559,062$1,365,542,870$3,726,101,932
102F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
103Manchester Capital Management LLC$2,294,986$3,026,475,470$590,421,700$3,616,897,170
104TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
105Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
106CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
107Becker Capital Management Inc$2,562,018$3,574,014,983$3,574,014,983
108Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
109Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
110SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
111Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
112Exencial Wealth Advisors, LLC$540,655$3,200,069,045$289,856,400$3,489,925,445
113Formula Folio Investments, LLC$151,803$2,830,280,439$636,742,811$3,467,023,250
114Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
115Advance Capital Management Inc$306,000$3,408,838,972$42,233,861$3,451,072,833
116Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
117Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
118Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
119Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
120Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
121CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
122Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
123McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
124Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
125Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
126Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
127Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
128TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
129Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
130Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
131SYM Financial Corporation$838,108$2,539,927,397$581,188,153$3,121,115,550
132Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
133Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
134Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
135Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
136Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
137Anchor Capital Advisors LLC$799,777$3,038,351,612$3,038,351,612
138CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
139Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
140Matter, LLC$14,341,236$132,663,359$2,893,337,523$3,026,000,882
141Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
142Retirement Benchmark, LLC$274,298$13,550,787$2,990,564,357$3,004,115,144
143Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
144Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
145Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
146Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
147Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
148TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
149The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
150Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
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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.