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
101LGL Partners, LLC$4,431,076$642,519,389$1,129,910,885$1,772,430,274
102Fiduciary Wealth Partners, LLC$4,423,601$832,428,854$34,596,925$867,025,779
103BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
104LBJ Family Wealth Advisors, Ltd..$4,131,888$275,708,365$5,260,000$280,968,365
105Eisneramper Wealth Advisors LLC$4,072,406$207,692,685$207,692,685
106iAdvise$4,071,764$69,514,068$81,141,183$150,655,251
107Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
108Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
109A.G. Campbell Advisory, LLC$3,940,162$57,303,790$190,926,437$248,230,227
110Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
111Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
112HFM Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
113Massey, Quick & Co.$3,593,665$1,997,544,311$978,010,595$2,975,554,906
114Breton Co$3,587,502$136,325,085$136,325,085
115New Capital Management, LP$3,586,207$292,000,000$20,000,000$312,000,000
116Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
117Ward & Associates$3,566,550$183,597,734$8,995,978$192,593,712
118Independent Family Office$3,559,791$404,630,782$1,185,375$405,816,157
119Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
120Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
121Filament$3,453,920$1,047,757,934$689,563,777$1,737,321,711
122IMC Advisors$3,424,413$208,814,141$99,382,994$308,197,135
123Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
124The Doman Group, LLC$3,403,226$186,000,000$25,000,000$211,000,000
125Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
126Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
127Darrell & King, LLC$3,219,058$624,497,329$624,497,329
128Benson L K & Co PC$3,205,201$235,221,486$85,298,653$320,520,139
129Acima Private Wealth LLC$3,187,727$184,888,189$184,888,189
130Circle Wealth Management$3,187,017$903,194,125$840,104,078$1,743,298,203
131Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
132Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
133Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
134IWP Wealth - Private Client Advisors$3,071,263$137,809,000$107,892,000$245,701,000
135Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
136Thomas Wright Asset Management, Inc.$3,054,017$183,241,001$183,241,001
137Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
138GKFO$3,028,494$181,994,506$326,792,551$508,787,057
139McCutchen Group$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
140Inlet Private Wealth, LLC$2,921,893$176,161,302$45,902,533$222,063,835
141Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
142Peavine Capital, LLC$2,917,127$311,000,000$217,000,000$528,000,000
143Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
144Michael A. Dubis Financial Planning, LLC$2,883,246$138,395,826$138,395,826
145Perennial$2,881,255$235,519,557$9,387,115$244,906,672
146Hawthorn Capital Management, LLC$2,867,442$123,300,000$123,300,000
147Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
148Anodos Advisors$2,798,905$649,346,000$649,346,000
149Horrell Capital Management, Inc.$2,796,224$282,418,662$282,418,662
150Foundation Resource Management, Inc.$2,792,977$1,140,361,243$136,029,258$1,276,390,501
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Showing 101 to 150 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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