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
201Waters, Parkerson & Co., LLC$1,233,760$1,987,832,940$120,663,528$2,108,496,468
202The Burney Company$536,246$2,085,998,868$2,085,998,868
203LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
204Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
205GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
206Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
207Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
208Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
209AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
210Pegasus Partners Ltd.$828,422$1,748,466,452$278,681,389$2,027,147,841
211Smith, Salley & Associates, LLC$1,299,959$2,025,980,505$654,840$2,026,635,345
212Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
213Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
214Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
215FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
216Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
217Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
218Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
219Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
220Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
221Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
222Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
223Meritage Portfolio Management, Inc.$1,475,504$1,866,137,155$81,527,555$1,947,664,710
224Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
225Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
226Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
227The Welch Group, LLC$618,513$1,910,586,230$1,910,586,230
228Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
229Beirne Wealth Consulting Services, LLC$1,630,959$522,498,137$1,372,676,312$1,895,174,449
230Leavell Investment Management, Inc.$1,007,327$1,641,551,189$247,187,047$1,888,738,236
231Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
232Farr Miller & Washington LLC$1,500,162$1,864,082,576$8,120,124$1,872,202,700
233Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
234Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
235Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
236Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
237McKinley Carter Wealth Services, Inc.$413,837$1,559,251,915$255,424,996$1,814,676,911
238Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
239Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
240ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
241Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
242Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
243Vigilant Capital Management, LLC$1,259,925$1,746,255,482$1,746,255,482
244GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
245Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
246LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
247Legacy Wealth Management Inc$515,590$1,645,351,172$92,185,594$1,737,536,766
248Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
249Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
250Resource Management, LLC$3,165,157$1,725,010,627$1,725,010,627
« Previous PageNext Page »

Showing 201 to 250 of 2,851 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 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.