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
51Adviser Investments$518,445$5,306,284,485$0$5,306,284,485
52Ferguson Wellman Capital Management, Inc.$1,930,412$5,152,269,992$0$5,152,269,992
53Litman Gregory Asset Management, LLC$3,937,555$1,735,457,677$3,269,175,142$5,004,632,819
54Scharf Investments, LLC$2,432,449$3,716,008,245$1,277,809,195$4,993,817,440
55Brighton Jones$3,340,910$4,881,664,540$79,587,358$4,961,251,898
56Seven Bridges Advisors LLC$37,312,256$2,295,813,217$2,629,404,593$4,925,217,810
57Welch & Forbes$1,794,811$4,589,213,178$308,826,772$4,898,039,950
58Zacks Investment Management$811,347$4,774,778,847$0$4,774,778,847
59Choate Investment Advisors$2,041,107$4,137,488,008$610,126,580$4,747,614,588
60Wetherby Asset Management$1,352,998$4,487,074,471$228,124,411$4,715,198,882
61Seven Post Investment Office$14,556,069$4,435,399,066$237,098,935$4,672,498,001
62Altair Advisers$7,098,112$1,194,944,857$3,333,650,735$4,528,595,592
63The Bollard Group$7,779,609$4,432,740,480$87,212,068$4,519,952,548
64Signature Family Wealth Advisors$24,744,924$4,404,596,410$0$4,404,596,410
65Finaccess Advisors$36,574,400$0$4,388,928,000$4,388,928,000
66Symmetry Partners$203,157$4,376,000,000$0$4,376,000,000
67Gofen and Glossberg$1,426,937$4,099,036,839$275,951,310$4,374,988,149
69Orgel Wealth Management$588,143$4,248,159,287$0$4,248,159,287
70Becker Capital Management, Inc.$3,771,233$4,238,865,579$0$4,238,865,579
71Freestone Capital Management, LLC$560,853$3,610,493,845$627,307,840$4,237,801,685
72Bartlett & Co. Wealth Management Llc$1,235,639$4,121,271,275$77,430,652$4,198,701,927
73Balasa Dinverno Foltz$805,320$4,153,839,466$0$4,153,839,466
74WMS Partners$6,068,540$3,009,015,148$1,123,660,548$4,132,675,696
75Dowling & Yahnke, LLC$991,921$4,106,554,929$0$4,106,554,929
76Hartland & Co$1,530,665$3,029,399,037$1,020,740,684$4,050,139,721
77RGT Wealth Advisors$1,036,783$3,581,680,622$445,182,876$4,026,863,498
80R M Davis Inc$840,683$3,998,321,775$10,056,461$4,008,378,236
81Chilton Investment Services$3,611,498$3,907,202,000$43,777,000$3,950,979,000
82Joel Isaacson & Co.$1,022,987$2,133,386,803$1,723,272,482$3,856,659,285
83Ropes Wealth Advisors$1,768,728$3,706,439,105$138,776,217$3,845,215,322
84Index Fund Advisors, Inc.$606,780$3,825,745,903$0$3,825,745,903
86Cornerstone Advisors Inc$892,555$3,701,427,589$0$3,701,427,589
87Regis Management Company, LLC$62,923,453$3,649,560,290$0$3,649,560,290
88Pacific Portfolio Consulting, LLC$12,893,461$815,561,533$2,833,287,983$3,648,849,516
89Klingenstein Fields Wealth Advisors$3,097,979$3,631,199,844$5,827,106$3,637,026,950
90EP Wealth Advisors$500,278$3,494,000,000$106,000,000$3,600,000,000
91H.M. Payson$1,375,445$3,116,845,613$471,690,348$3,588,535,961
92Bradley Foster & Sargent Inc$1,168,273$3,518,259,945$68,339,263$3,586,599,208
93Manchester Capital Management$2,669,456$2,743,025,186$799,342,916$3,542,368,102
94Columbia Pacific Wealth Management$4,654,508$2,209,590,953$1,290,599,043$3,500,189,996
95Sullivan, Bruyette, Speros & Blayney, LLC$920,376$3,432,033,649$39,624,657$3,471,658,306
96Bridges Investment Management Inc$2,487,248$3,360,630,738$101,618,035$3,462,248,773
97Anchor Capital Advisors LLC$658,370$3,445,907,852$0$3,445,907,852
98Geller Advisors$6,375,922$3,391,723,125$32,147,038$3,423,870,163
99Valeo Financial Advisors$350,385$2,278,401,110$1,066,370,854$3,344,771,964
100Brightworth, LLC$511,097$3,334,396,000$0$3,334,396,000
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Showing 51 to 100 of 2,314 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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