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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Scot McCormick$10,716,733$417,952,594$417,952,594
52Matter Family Office$10,289,873$89,767,901$2,338,642,008$2,428,409,909
53Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
54Eagle Bay Advisors LLC$10,022,330$290,647,567$290,647,567
55Oak Root LLC$9,709,302$415,000,000$2,500,000$417,500,000
56Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
57Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
58Compass Financial Planning, LLC$9,326,131$2,163,040$100,424,398$102,587,438
59The Bollard Group$9,098,637$4,876,294,015$64,265,899$4,940,559,914
60Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
61Timber Creek Capital Management$9,032,857$379,380,000$379,380,000
62MG Financial$8,847,049$972,861,164$35,702,423$1,008,563,587
63CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
64Atrato Asset Management LLC$8,593,006$180,453,131$180,453,131
65Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
66Wharton Business Group, LLC$8,084,454$2,097,991,451$230,331,242$2,328,322,693
67T.O.S. Advisors$8,060,794$451,404,463$451,404,463
68Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
69SWM Advisors$7,530,683$307,342,097$16,477,279$323,819,376
70TAG Associates$7,315,577$290,910,000$7,763,540,000$8,054,450,000
71Equitas Capital Advisors,LLC$7,292,939$84,725,088$250,750,120$335,475,208
72Capital Management Llc$7,202,969$864,661,760$122,144,946$986,806,706
73Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
74Bender Lane Advisory, LLC$7,007,325$248,194,890$123,193,317$371,388,207
75Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
76Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
77Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
78Chao & Company, Ltd..$6,060,499$104,069,818$17,140,166$121,209,984
79WMS Partners$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
80Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
81Andersen Tax LLC$5,668,948$1,865,084,000$1,865,084,000
82Rocky Mountain Advisers$5,440,614$1,376,255,531$219,915$1,376,475,446
83TriMarC Wealth Management$5,370,370$145,000,000$145,000,000
84Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
85Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
86Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
87Bridgecreek Investment Management$5,208,333$625,000,000$625,000,000
88Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
89CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
90Aperio Group$4,925,444$24,735,579,836$24,735,579,836
91Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
92Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
93Anchor Capital$4,719,136$415,283,993$415,283,993
94Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
95Checks & Balances$4,701,002$169,236,056$169,236,056
96Woodmont Investment Counsel, Llc$4,677,986$388,232,610$42,142,056$430,374,666
97Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
98Affiliated Private Investors$4,549,204$600,494,951$600,494,951
99Claybrook Capital, LLC$4,541,982$258,892,974$258,892,974
100Colony Family Offices$4,524,180$1,576,870,343$47,310,290$1,624,180,633
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Showing 51 to 100 of 2,205 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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