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
151First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
152Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
153Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
154Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
155Circle Wealth Management, LLC$2,724,827$1,369,426,769$1,401,722,150$2,771,148,919
156Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
157ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
158ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
159Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
160Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
161Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
162Winthrop Capital Management, LLC$3,639,714$2,640,365,253$20,265,665$2,660,630,918
163MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
164Foster Group, Inc.$554,011$2,639,308,984$2,639,308,984
165Raub Brock Capital Management, Lp$434,124$676,559,612$1,951,624,384$2,628,183,996
166Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
167Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
168Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
169Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
170Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
171Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
172Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
173INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
174Beaumont Financial Partners LLC$751,516$1,811,545,029$634,638,834$2,446,183,863
175Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
176Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
177FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
178True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
179CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
180Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
181Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
182Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
183New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
184Cadinha & Co LLC$329,812$2,286,257,040$2,286,257,040
185Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
186Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
187Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
188WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
189Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
190Resource Consulting Group Inc$886,231$2,193,422,143$2,193,422,143
191Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
192North Star Asset Management Inc$916,465$2,125,601,296$50,087,201$2,175,688,497
193Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
194Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
195Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
196Donaldson Capital Management LLC$618,454$2,018,120,165$123,585,077$2,141,705,242
197Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
198Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
199IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
200Goelzer Investment Management, Inc.$1,555,979$2,096,042,827$15,420,530$2,111,463,357
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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.