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
51Bridgecreek Investment Management, Llc$11,718,750$750,000,000$750,000,000
52Waldron Private Wealth$11,250,772$2,505,040,976$3,881,137$2,508,922,113
53Mg Financial Llc$10,293,787$1,142,620,384$41,165,128$1,183,785,512
54Timber Creek Capital Management, Llc$10,280,952$431,800,000$431,800,000
55Zemenick & Walker Inc$9,266,984$2,029,469,485$2,029,469,485
56Swm Advisors$8,644,261$405,645,440$9,279,090$414,924,530
57Align Impact, Llc$8,520,408$119,285,708$119,285,708
58Chevy Chase Trust Company$8,384,189$33,997,884,407$33,997,884,407
59Equitas Capital Advisors,Llc$8,356,157$108,029,763$259,641,146$367,670,909
60TAG Associates$8,051,707$277,830,000$8,071,790,000$8,349,620,000
61Anchor Capital$7,295,620$386,667,867$386,667,867
62Forbes Family Trust$7,131,676$379,100,501$754,835,929$1,133,936,430
63Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
64Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
65Schoolcraft Capital Llc$6,810,827$695,386,462$67,426,117$762,812,579
66Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
67Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
68Claybrook Capital, Llc$6,707,942$355,520,943$355,520,943
69Arin Risk Advisors Llc$6,643,836$485,000,000$485,000,000
70Aureus Asset Management, Llc$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
71Experiential Wealth, Inc.$6,516,055$124,036,460$19,316,741$143,353,201
72Bahl & Gaynor Inc$6,491,643$14,612,296,849$909,221,344$15,521,518,193
73Strategic Wealth Management Inc$6,442,619$464,729,042$63,565,693$528,294,735
74Oak Root Llc$6,363,368$351,712,000$11,000,000$362,712,000
75Stw Associates$6,082,235$103,398,000$103,398,000
76Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
77Andersen$6,070,387$2,088,213,000$2,088,213,000
78Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
79Geller Advisors Llc$5,904,626$3,528,659,487$31,829,798$3,560,489,285
80Cornerstone Capital Inc.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
81Cm Wealth Advisors Llc$5,875,396$2,628,021,384$309,676,443$2,937,697,827
82Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
83A.G. Campbell Advisory, Llc$5,749,030$70,049,432$269,143,341$339,192,773
84Simon Quick Advisors, Llc$5,560,782$2,525,957,973$877,240,660$3,403,198,633
85Rocky Mountain Advisers, Llc$5,499,156$1,506,768,677$1,506,768,677
86Columbia Pacific Wealth Management$5,440,495$2,368,805,933$2,103,280,676$4,472,086,609
87Fiduciary Wealth Partners, Llc$5,357,639$964,375,024$964,375,024
88Smith Shellnut Wilson$5,297,599$904,017,735$2,189,780,223$3,093,797,958
89Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
90Veritable Lp$5,011,173$16,895,398,816$453,282,471$17,348,681,287
91BBR Partners$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
92Fiduciary Counselling Inc$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
93Fairview Capital$4,848,747$2,344,223,324$7,418,875$2,351,642,199
94Colony Family Offices, Llc$4,794,873$1,743,378,518$30,724,549$1,774,103,067
95Macroclimate Llc$4,762,531$133,350,868$133,350,868
96Angeles Wealth Management, Llc$4,474,328$457,956,344$25,271,028$483,227,372
97Hackett Robertson Tobe Group$4,431,579$10,000,000$411,000,000$421,000,000
98Iadvise Partners$4,282,367$71,882,751$90,847,184$162,729,935
99Chilton Investment Services, Llc$4,239,616$4,468,253,000$72,376,000$4,540,629,000
100Ward & Associates$4,216,349$204,648,838$10,384,955$215,033,793
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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.