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
251Edge Capital Group, Llc$1,935,458$3,798,154,220$272,114,033$4,070,268,253
252Heritage Wealth Advisors$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
253Klcm Advisors, Inc.$1,922,409$893,920,294$893,920,294
254Fairbanks Capital Management, Inc.$1,919,144$186,156,934$186,156,934
255Two Point Capital Management, Inc.$1,914,509$156,989,715$156,989,715
256Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
257Holbrook Global Strategies$1,914,286$134,000,000$134,000,000
258Jonathan D. Pond, Llc$1,913,530$315,732,446$315,732,446
259Chamberlain Financial Planning & Wealth Management$1,899,373$320,994,000$320,994,000
260Ferguson Wellman Capital Management, Inc.$1,888,986$5,961,638,487$5,961,638,487
261Rmr Wealth Advisors Llc$1,884,155$261,897,539$261,897,539
262Matheys Lane Capital Management L.P.$1,873,381$841,467,986$522,353,630$1,363,821,616
263Delta Wealth Management$1,871,544$335,006,386$335,006,386
264Delta Wealth Management$1,871,544$335,006,386$335,006,386
265Saddock Wealth, Llc$1,868,116$72,400,000$56,500,000$128,900,000
266Wealthplan Advisors, Llc$1,864,303$267,337,766$1,356,470,405$1,623,808,171
267Team Hewins, Llc$1,863,064$1,072,051,853$951,235,812$2,023,287,665
268Ropes Wealth Advisors$1,861,760$4,883,134,774$130,585,803$5,013,720,577
269The Ellerson Group Inc$1,854,348$166,012,147$879,136$166,891,283
270Badgley Phelps Wealth Managers$1,851,502$2,985,482,288$210,209,659$3,195,691,947
271Sloan Investment Management, L.L.C.$1,849,212$606,167,594$2,223,071$608,390,665
272Perspective Wealth Partners, Llc$1,848,713$306,886,319$306,886,319
273Perspective Wealth Partners, Llc$1,848,713$306,886,319$306,886,319
274Palisade Asset Management, Llc$1,847,814$862,239,731$69,058,352$931,298,083
275Prudent Management Associates$1,844,909$1,101,410,707$1,101,410,707
276New England Guild Wealth Advisors, Inc.$1,836,402$328,715,954$328,715,954
277Ariston Services Group, Llc$1,822,203$399,957,177$17,327,214$417,284,391
278Sigma Investment Counselors$1,821,626$1,222,311,247$1,222,311,247
279Jackson Hole Capital Partners, Llc$1,813,508$257,748,662$68,682,708$326,431,370
280Pathstone Federal Street$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
281Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
282Sand Hill Global Advisors, Llc$1,783,338$2,635,949,593$72,941,506$2,708,891,099
283Chronicle Advisors Llc$1,781,443$121,138,114$121,138,114
284Michael J. Crew, Investment Advisor$1,775,472$188,200,000$188,200,000
285Envoi Llc$1,768,252$2,065,317,982$2,065,317,982
286Concorde Investment Management$1,768,180$144,564,257$53,471,868$198,036,125
287Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
288White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
289White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
290Johnston & Associates Inc$1,754,285$130,785,272$127,094,614$257,879,886
291Cutler Capital Management$1,749,740$325,451,722$325,451,722
292Fisher Investments$1,744,458$120,949,000,000$120,949,000,000
293Baxter Investment Management$1,742,794$670,975,807$670,975,807
294Moody, Lynn & Lieberson, Llc$1,740,806$1,373,495,918$1,373,495,918
295Capwealth Advisors, Llc$1,732,110$1,150,356,739$20,549,812$1,170,906,551
296Zimmerman Wealth Management, Llc$1,729,005$264,537,751$264,537,751
297Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
298Hutner Capital Management Inc.$1,719,722$166,813,024$166,813,024
299North American Management Corp$1,718,458$1,329,334,776$234,461,640$1,563,796,416
300Montag$1,713,996$1,913,201,271$234,436,216$2,147,637,487
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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.