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$476,031$5,014,033,546$5,014,033,546
52Zacks Investment Management$793,353$4,973,528,399$4,973,528,399
53Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
54The Bollard Group Llc$9,098,637$4,876,294,015$64,265,899$4,940,559,914
55Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
56Cresset Wealth Advisors$3,148,385$3,905,653,460$870,446,200$4,776,099,660
57Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
58Regentatlantic$2,555,279$4,546,356,930$42,924,998$4,589,281,928
59Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
60Seven Post Investment Office Lp$29,906,015$4,282,980,859$232,827,417$4,515,808,276
61Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
62Dowling & Yahnke, Llc$1,017,722$4,467,799,832$4,467,799,832
63Altair Advisers, Llc$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
64Ep Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
65Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
66Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
67Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
68Hanson Mcclain Advisors$251,487$4,080,810,765$127,565,874$4,208,376,639
69Orgel Wealth Management, Llc$567,014$4,191,363,849$4,191,363,849
70Gofen And Glossberg, L.L.C.$1,353,666$3,937,677,090$249,211,741$4,186,888,831
71Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
72The Mather Group, Llc$711,629$2,931,483,053$1,213,755,493$4,145,238,546
73Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
74Balasa Dinverno Foltz Llc$773,803$4,136,748,330$4,136,748,330
75B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
76Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
77R M Davis Inc$789,614$3,928,950,920$9,643,944$3,938,594,864
78Rgt Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
79Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
80Evoke Wealth, Llc$202,182$3,545,509,215$223,156,725$3,768,665,940
81Valeo Financial Advisors, Llc$311,683$2,541,458,239$1,209,024,570$3,750,482,809
82Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
83Wms Partners, Llc$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
84Plancorp, Llc$582,332$3,504,332,862$166,104,645$3,670,437,507
85H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
86Cornerstone Advisors Inc$872,913$3,639,172,397$3,639,172,397
87Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
88Permanens Capital L.P.$64,402,357$2,674,114,967$932,417,041$3,606,532,008
89Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
90Global Financial Private Capital, LLC$96,407$3,555,568,110$3,555,568,110
91Sullivan, Bruyette, Speros & Blayney, Llc$842,114$3,482,647,032$35,703,491$3,518,350,523
92Signaturefd, Llc$625,189$2,771,501,180$722,679,277$3,494,180,457
93Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
94HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
95Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
96Manchester Capital Management Llc$2,410,749$2,645,602,066$780,072,036$3,425,674,102
97Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
98Regis Management Company, Llc$64,204,047$3,402,814,484$3,402,814,484
99South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
100Alesco Advisors Llc$2,918,846$3,368,348,349$3,368,348,349
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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.