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
51CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
52Adviser Investments$476,031$5,014,033,546$5,014,033,546
53Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
54The Bollard Group$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
56Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
57Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
58Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
59Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
60Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
61Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
62EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
63Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
64Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
65Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
66Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
67Orgel Wealth Management$567,014$4,191,363,849$4,191,363,849
68Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
69Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
70The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
71Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
72Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
73B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
74Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
75Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
76R M Davis Inc$789,614$3,928,950,920$9,643,944$3,938,594,864
77RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
78Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
79Valeo Financial Advisors$311,683$2,541,458,239$1,209,024,570$3,750,482,809
80Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
81WMS Partners$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
82Plancorp$582,332$3,504,332,862$166,104,645$3,670,437,507
83H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
84Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
85Regentatlantic$2,162,134$3,557,130,360$40,660,407$3,597,790,767
86Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
87Global Financial Private Capital, LLC$96,407$3,555,568,110$3,555,568,110
88Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523
89Signaturefd, LLC$625,189$2,771,501,180$722,679,277$3,494,180,457
90Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
91Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
92HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
93Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
94Manchester Capital Management$2,410,749$2,645,602,066$780,072,036$3,425,674,102
95Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
96Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
97Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
98South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
99Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
100Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
« Previous PageNext Page »

Showing 51 to 100 of 2,205 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.