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 |
|---|---|---|---|---|---|
| 51 | Altair Advisers, LLC | $8,053,887 | $1,855,807,452 | $4,168,499,791 | $6,024,307,243 |
| 52 | Choate Investment Advisors LLC | $2,410,086 | $5,078,123,966 | $662,701,705 | $5,740,825,671 |
| 53 | Dowling & Yahnke, LLC | $1,132,361 | $5,699,173,134 | — | $5,699,173,134 |
| 54 | Orgel Wealth Management, LLC | $689,258 | $5,618,834,000 | — | $5,618,834,000 |
| 55 | The Mather Group, LLC | $565,839 | $5,238,738,916 | $374,949,221 | $5,613,688,137 |
| 56 | Gofen And Glossberg, L.L.C. | $1,629,753 | $5,275,945,392 | $279,884,250 | $5,555,829,642 |
| 57 | R M Davis Inc | $1,011,757 | $5,375,264,842 | $5,260,366 | $5,380,525,208 |
| 58 | Balasa Dinverno Foltz LLC | $923,663 | $5,366,480,585 | — | $5,366,480,585 |
| 59 | Arlington Partners LLC | $6,813,442 | $2,315,286,033 | $2,999,199,006 | $5,314,485,039 |
| 60 | H. M. Payson & Co. | $1,638,146 | $4,761,827,948 | $424,543,104 | $5,186,371,052 |
| 61 | Regentatlantic Capital, LLC | $2,552,638 | $5,103,473,534 | $52,855,748 | $5,156,329,282 |
| 62 | Plancorp, LLC | $774,897 | $4,843,278,870 | $224,544,791 | $5,067,823,661 |
| 63 | Sullivan, Bruyette, Speros & Blayney, LLC | $1,118,887 | $5,045,658,608 | $17,305,328 | $5,062,963,936 |
| 64 | Bingham, Osborn & Scarborough LLC | $1,393,757 | $4,274,162,045 | $748,937,188 | $5,023,099,233 |
| 65 | Portola Partners Group LLC | $3,143,712 | — | $4,998,501,584 | $4,998,501,584 |
| 66 | Aureus Asset Management, LLC | $7,481,605 | $1,539,447,535 | $3,458,264,297 | $4,997,711,832 |
| 67 | Gryphon Advisors, LLC | $261,261,954 | $4,963,977,124 | — | $4,963,977,124 |
| 68 | Modera Wealth Management, LLC | $595,421 | $4,930,249,559 | $27,224,550 | $4,957,474,109 |
| 69 | Bradley Foster & Sargent Inc | $1,404,959 | $4,878,800,319 | $623,071 | $4,879,423,390 |
| 70 | RGT Wealth Advisors, LLC | $1,168,347 | $4,714,561,153 | $145,762,623 | $4,860,323,776 |
| 71 | BRIDGES INVESTMENT MANAGEMENT INC | $2,931,027 | $4,564,521,962 | $268,741,696 | $4,833,263,658 |
| 72 | Geller Advisors LLC | $6,667,150 | $4,579,193,896 | $27,806,988 | $4,607,000,884 |
| 73 | TCG Advisory Services, LLC | $2,084,215 | $2,808,572,833 | $1,793,373,554 | $4,601,946,387 |
| 74 | Brightworth, LLC | $630,123 | $4,583,516,499 | — | $4,583,516,499 |
| 75 | Signaturefd, LLC | $669,004 | $4,163,203,313 | $414,793,741 | $4,577,997,054 |
| 76 | Adviceperiod, LLC | $924,862 | $4,387,303,464 | $71,457,070 | $4,458,760,534 |
| 77 | WMS Partners, LLC | $7,206,586 | $3,130,551,967 | $1,243,845,713 | $4,374,397,680 |
| 78 | Meristem Family Wealth, LLC | $6,034,132 | $1,402,705,850 | $2,893,596,029 | $4,296,301,879 |
| 79 | Alesco Advisors LLC | $3,221,938 | $4,249,736,239 | — | $4,249,736,239 |
| 80 | Linscomb & Williams Inc | $614,427 | $4,218,658,522 | — | $4,218,658,522 |
| 81 | Kore Private Wealth, LLC | $1,235,903 | $4,189,712,433 | — | $4,189,712,433 |
| 82 | Laird Norton Wealth Management, LLC | $2,115,058 | $2,992,830,326 | $1,178,064,124 | $4,170,894,450 |
| 83 | Index Fund Advisors, Inc. | $675,307 | $4,132,878,908 | — | $4,132,878,908 |
| 84 | Wilbanks, Smith & Thomas Asset Management, LLC | $893,635 | $3,957,295,550 | $56,912,219 | $4,014,207,769 |
| 85 | Zhang Financial LLC | $857,763 | $2,212,960,722 | $1,790,219,214 | $4,003,179,936 |
| 86 | Nextcapital Advisers, Inc. | $115,424 | $3,965,402,163 | — | $3,965,402,163 |
| 87 | CORNERSTONE ADVISORS INC | $947,966 | $3,960,599,929 | — | $3,960,599,929 |
| 88 | Regis Management Company, LLC | $74,087,595 | $3,926,642,532 | — | $3,926,642,532 |
| 89 | Camden Capital, LLC | $1,043,730 | $2,680,619,645 | $1,240,672,770 | $3,921,292,415 |
| 90 | Smith Shellnut Wilson LLC | $6,585,627 | $1,035,012,087 | $2,876,850,193 | $3,911,862,280 |
| 91 | R H Bluestein & Co | $2,178,480 | $3,677,941,211 | $204,109,607 | $3,882,050,818 |
| 92 | BPS Capital Management, Inc. | $48,489,655 | — | $3,879,172,415 | $3,879,172,415 |
| 93 | Truepoint, Inc. | $547,095 | $3,853,860,921 | $10,819,759 | $3,864,680,680 |
| 94 | Simon Quick Advisors, LLC | $3,330,063 | $3,089,162,908 | $770,379,744 | $3,859,542,652 |
| 95 | Inverness Counsel, LLC | $3,068,120 | $3,229,075,162 | $621,415,681 | $3,850,490,843 |
| 96 | Badgley, Phelps And Bell, Inc. | $1,970,268 | $3,556,880,932 | $261,498,866 | $3,818,379,798 |
| 97 | Parallel Advisors, LLC | $468,887 | $3,809,512,141 | $2,074,154 | $3,811,586,295 |
| 98 | Northeast Financial Consultants, LLC | $2,714,449 | $3,779,121,540 | $31,964,450 | $3,811,085,990 |
| 99 | JMG Financial Group Ltd | $1,017,245 | $3,640,644,000 | $147,575,000 | $3,788,219,000 |
| 100 | Abacus Wealth Partners, LLC | $620,391 | $3,512,857,000 | $236,788,000 | $3,749,645,000 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
