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
151Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
152Bryspen, Incorporated$2,742,099$167,268,009$167,268,009
153Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
154Arlington Partners Llc$2,728,079$1,510,355,151$6,456,768$1,516,811,919
155Sechrest Financial Services$2,721,429$114,300,000$114,300,000
156The Clarius Group, LLC$2,688,423$804,451,302$593,528,724$1,397,980,026
157Redw Wealth Llc$2,629,004$210,576,262$588,641,088$799,217,350
158Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
159Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
160Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
161Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
162Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
163Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,541,179$7,053,569,192$188,790,290$7,242,359,482
164Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
165Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
166Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
167Fiduciary Wealth Advisors, LLC$2,516,869$108,225,367$108,225,367
168Lyell Wealth Management LP$2,468,774$387,597,484$387,597,484
169Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
170Clientfirst Wealth Management$2,444,881$154,027,500$154,027,500
171Manchester Capital Management$2,410,749$2,645,602,066$780,072,036$3,425,674,102
172Resource Management$2,381,947$1,152,862,375$1,152,862,375
173Allium Financial Advisors, LLC$2,357,362$205,090,502$205,090,502
174Gibraltar Capital Management, Inc.$2,347,913$487,523,382$3,190,447$490,713,829
175Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
176Generation Capital Management LLC$2,300,476$67,925,487$486,489,218$554,414,705
177Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
178Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
179Luma Capital$2,276,577$25,773,266$92,608,714$118,381,980
180Cottage Street Advisors$2,272,466$186,342,237$186,342,237
181Arlington Partners$2,265,906$1,272,374,109$152,880,823$1,425,254,932
182Biltmore Family Office, LLC$2,263,571$887,552,705$696,947,068$1,584,499,773
183Reliant Investment Management, LLC$2,263,279$713,859,149$214,085,382$927,944,531
184Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
185Woodmont Investment Counsel$2,241,601$672,738,935$42,331,691$715,070,626
186Fountainhead Financial$2,239,341$192,583,331$192,583,331
187Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
188Schiavi + Dattani$2,209,194$343,157,082$52,288,625$395,445,707
189Haymarket Wealth Management LLC$2,208,037$60,159,107$248,966,009$309,125,116
190Foster Dykema Cabot & Co Inc$2,205,076$1,342,891,244$1,342,891,244
191Personal Financial Management$2,191,603$263,667,367$137,395,979$401,063,346
192Smooth River Wealth Management$2,163,998$105,789,964$8,901,919$114,691,883
194Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
195Matheys Lane Capital Management L.P.$2,154,302$597,625,294$451,519,723$1,049,145,017
196Towneley Capital Management$2,153,559$723,595,985$723,595,985
197Syntrinsic Investment Counsel$2,152,829$532,692,429$352,120,112$884,812,541
198Tred Avon Family Wealth, LLC$2,146,997$2,663,050$222,771,605$225,434,655
199Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
200Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
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Showing 151 to 200 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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