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 | REGENTATLANTIC | $2,647,628 | $4,851,335,814 | $49,424,441 | $4,900,760,255 |
| 52 | R M DAVIS INC | $950,770 | $4,841,133,150 | $15,399,992 | $4,856,533,142 |
| 53 | BRIDGES INVESTMENT MANAGEMENT INC | $2,931,027 | $4,564,521,962 | $268,741,696 | $4,833,263,658 |
| 54 | DOWLING & YAHNKE, LLC | $1,053,535 | $4,730,371,019 | — | $4,730,371,019 |
| 55 | EVOKE WEALTH, LLC | $2,073,272 | $4,414,273,162 | $244,367,925 | $4,658,641,087 |
| 56 | B|O|S | $1,333,145 | $3,915,428,426 | $711,919,010 | $4,627,347,436 |
| 57 | PERMANENS CAPITAL L.P. | $57,819,690 | $3,633,634,135 | $991,941,049 | $4,625,575,184 |
| 58 | BALASA DINVERNO FOLTZ LLC | $801,371 | $4,595,063,036 | — | $4,595,063,036 |
| 59 | H.M. PAYSON | $1,538,177 | $4,128,215,989 | $455,551,819 | $4,583,767,808 |
| 60 | PLANCORP, LLC | $702,265 | $4,352,496,626 | $186,244,015 | $4,538,740,641 |
| 61 | GRYPHON ADVISORS, LLC | $223,937,530 | $4,478,750,594 | — | $4,478,750,594 |
| 62 | PORTOLA PARTNERS | $3,062,630 | — | $4,468,377,318 | $4,468,377,318 |
| 63 | RGT WEALTH ADVISORS | $1,068,105 | $4,112,801,814 | $222,637,226 | $4,335,439,040 |
| 64 | BECKER CAPITAL MANAGEMENT, INC. | $3,336,859 | $4,307,884,565 | — | $4,307,884,565 |
| 65 | SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC | $1,008,378 | $4,284,308,141 | $10,374,043 | $4,294,682,184 |
| 66 | BRADLEY FOSTER & SARGENT INC | $1,273,929 | $4,234,983,943 | $3,379,252 | $4,238,363,195 |
| 67 | MANCHESTER CAPITAL MANAGEMENT LLC | $2,660,871 | $3,142,500,375 | $1,021,763,406 | $4,164,263,781 |
| 68 | CAMDEN CAPITAL, LLC | $1,121,829 | $2,231,345,230 | $1,857,720,864 | $4,089,066,094 |
| 69 | INDEX FUND ADVISORS, INC. | $620,124 | $4,022,875,212 | $19,711,428 | $4,042,586,640 |
| 70 | BRIGHTWORTH, LLC | $577,660 | $4,034,376,256 | — | $4,034,376,256 |
| 71 | CORNERSTONE ADVISORS INC | $947,966 | $3,960,599,929 | — | $3,960,599,929 |
| 72 | WMS PARTNERS, LLC | $6,978,735 | $2,755,181,799 | $1,201,760,759 | $3,956,942,558 |
| 73 | MERISTEM FAMILY WEALTH | $5,867,836 | $1,497,847,076 | $2,445,338,626 | $3,943,185,702 |
| 74 | THE MATHER GROUP, LLC | $538,579 | $3,660,737,077 | $252,576,651 | $3,913,313,728 |
| 75 | SIGNATUREFD, LLC | $622,617 | $3,228,832,293 | $682,446,274 | $3,911,278,567 |
| 76 | LINSCOMB & WILLIAMS | $741,902 | $3,844,536,498 | — | $3,844,536,498 |
| 77 | AUREUS ASSET MANAGEMENT, LLC | $6,610,043 | $1,228,047,021 | $2,605,778,166 | $3,833,825,187 |
| 78 | REGIS MANAGEMENT COMPANY, LLC | $70,195,332 | $3,720,352,601 | — | $3,720,352,601 |
| 79 | TCG ADVISORS, LP | $2,030,952 | $2,732,573,396 | $870,334,771 | $3,602,908,167 |
| 80 | TCG ADVISORY SERVICES, LLC | $2,030,952 | $2,732,573,396 | $870,334,771 | $3,602,908,167 |
| 81 | CH INVESTMENT PARTNERS, LLC | $3,111,608 | $2,751,450,579 | $823,786,993 | $3,575,237,572 |
| 82 | KORE PRIVATE WEALTH, LLC | $1,172,034 | $3,571,188,631 | — | $3,571,188,631 |
| 83 | GELLER ADVISORS LLC | $5,904,626 | $3,528,659,487 | $31,829,798 | $3,560,489,285 |
| 84 | ALESCO ADVISORS LLC | $2,803,349 | $3,540,629,605 | — | $3,540,629,605 |
| 85 | SEPIO CAPITAL, LP | $2,551,995 | $2,063,987,570 | $1,462,869,086 | $3,526,856,656 |
| 86 | INVERNESS COUNSEL, LLC | $2,963,306 | $2,990,982,470 | $532,387,880 | $3,523,370,350 |
| 87 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $812,119 | $3,453,190,627 | $54,352,628 | $3,507,543,255 |
| 88 | ADVICEPERIOD, LLC | $961,391 | $3,466,237,641 | $1,498,037 | $3,467,735,678 |
| 89 | BAILARD, INC. | $1,784,958 | $3,433,947,041 | $12,806,855 | $3,446,753,896 |
| 90 | SIMON QUICK ADVISORS, LLC | $5,560,782 | $2,525,957,973 | $877,240,660 | $3,403,198,633 |
| 91 | TRUEPOINT, INC. | $554,085 | $3,359,257,566 | $17,892,731 | $3,377,150,297 |
| 92 | R H BLUESTEIN & CO | $2,056,339 | $3,237,812,543 | $136,639,019 | $3,374,451,562 |
| 93 | CAMBRIDGE ASSOCIATES LTD LLC | $222,637,701 | — | $3,339,565,520 | $3,339,565,520 |
| 94 | JMG FINANCIAL GROUP LTD | $1,039,170 | $3,154,168,000 | $173,255,000 | $3,327,423,000 |
| 95 | MOZAIC, LLC | $49,653,303 | — | $3,326,771,303 | $3,326,771,303 |
| 96 | NORTHEAST FINANCIAL | $2,501,662 | $3,267,352,856 | $52,352,579 | $3,319,705,435 |
| 97 | ANCHOR CAPITAL ADVISORS LLC | $777,790 | $3,260,497,199 | — | $3,260,497,199 |
| 98 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,359,956 | $2,648,741,498 | $604,273,218 | $3,253,014,716 |
| 99 | ZHANG FINANCIAL | $735,985 | $1,649,271,866 | $1,568,455,405 | $3,217,727,271 |
| 100 | BADGLEY PHELPS WEALTH MANAGERS | $1,851,502 | $2,985,482,288 | $210,209,659 | $3,195,691,947 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
