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
201Heritage Investors Management Corp$2,217,521$2,776,690,355$15,169,163$2,791,859,518
202Wall Capital Group, Inc.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
203Bull City Advisors, Llc$2,202,546$118,937,492$118,937,492
204Foster & Motley Inc$2,200,443$1,495,054,208$40,855,307$1,535,909,515
205Clientfirst Wealth Management, Llc$2,200,105$156,207,439$156,207,439
206Benson L K & Co P C$2,191,941$164,395,597$164,395,597
207Compound Family Offices, Llc$2,188,962$238,596,854$238,596,854
208Optima Asset Management Inc$2,186,892$478,929,419$478,929,419
209Sagevest Wealth Management$2,186,062$217,667,562$11,868,910$229,536,472
210Oak Wealth Advisors Llc$2,184,615$141,300,000$700,000$142,000,000
211Platte River Wealth Advisors, Llc$2,181,446$373,027,329$373,027,329
212Choate Investment Advisors$2,170,810$4,485,087,563$661,903,297$5,146,990,860
213Trimarc Wealth Management Llc$2,169,035$156,170,530$156,170,530
214Requisite Capital Management Llc$2,133,768$462,386,159$393,254,667$855,640,826
215Wright Associates$2,130,348$200,252,721$200,252,721
216Salem Partners Advisors Llc Dba Salem Partners Wealth Management$2,103,804$294,532,570$294,532,570
217Gibson Capital, Llc$2,096,833$1,725,280,126$98,964,956$1,824,245,082
218Reichard Capital, Llc$2,095,866$270,366,684$270,366,684
219Navpoint Financial, Inc.$2,093,983$465,087,163$22,810,811$487,897,974
220Winthrop Capital Management$2,090,447$1,261,736,304$19,707,494$1,281,443,798
221Waypoint Advisors, Llc$2,088,786$215,144,965$215,144,965
222Legacy Wealth Management, Llc$2,083,402$214,590,373$214,590,373
223Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
224Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
225Tillman Hartley Llc$2,074,245$483,176,000$123,000$483,299,000
226Evoke Wealth, Llc$2,073,272$4,414,273,162$244,367,925$4,658,641,087
227R H Bluestein & Co$2,056,339$3,237,812,543$136,639,019$3,374,451,562
228Wealthvalues, Llc$2,056,240$357,785,766$357,785,766
229Johnson Financial Group Llc$2,051,827$920,565,791$201,783,806$1,122,349,597
230Wellspring Financial Advisors, Llc$2,046,787$519,837,993$1,232,211,277$1,752,049,270
231Prairieview Partners, Llc$2,038,736$656,484,087$4,066,419$660,550,506
232Heron Bay Capital Management$2,031,597$148,306,584$148,306,584
233Tcg Advisors, Lp$2,030,952$2,732,573,396$870,334,771$3,602,908,167
234Prio Wealth Limited Partnership$2,030,648$3,088,616,263$3,088,616,263
235Altamont Wealth Management, Inc.$2,018,636$159,472,253$159,472,253
236Marquette Wealth Management$2,014,455$801,753,000$801,753,000
237Ag Asset Advisory, Llc$1,998,392$293,763,570$293,763,570
238Ironsides Asset Advisors, Llc$1,982,359$385,832,431$292,134,387$677,966,818
239Welch & Forbes Llc$1,980,842$5,261,339,207$328,596,851$5,589,936,058
240Perceptive Edge Investment Management, Inc.$1,980,385$104,757,438$184,378,808$289,136,246
241Tolleson Private Wealth Management$1,971,723$6,511,118,553$119,786,344$6,630,904,897
242Sicart Associates, Llc$1,961,216$509,916,036$509,916,036
243Hamel Associates,Inc.$1,958,460$410,247,822$34,322,533$444,570,355
244Goodman Financial Corporation$1,957,319$448,226,070$448,226,070
245Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
246Wade Financial Advisory, Inc.$1,949,103$426,529,643$95,829,887$522,359,530
247Veratis Advisors, Inc.$1,946,429$109,000,000$109,000,000
248The Humphreys Group$1,945,531$223,736,068$223,736,068
249Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353
250Atlas Capital Advisors Llc$1,936,986$658,000,000$49,000,000$707,000,000
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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.