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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Wetherby Asset Management$1,419,325$5,093,686,405$247,232,218$5,340,918,623
52Seven Post Investment Office Lp$31,042,731$4,908,146,689$307,032,054$5,215,178,743
53Choate Investment Advisors$2,170,810$4,485,087,563$661,903,297$5,146,990,860
54Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
55Orgel Wealth Management, Llc$650,018$5,068,194,052$5,068,194,052
56Frontier Asset Management, Llc$1,285,224$1,450,275,997$3,586,517,089$5,036,793,086
57Ropes Wealth Advisors$1,861,760$4,883,134,774$130,585,803$5,013,720,577
58Zacks Investment Management, Inc.$793,353$4,973,528,399$4,973,528,399
59Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
60Valeo Financial Advisors, Llc$433,658$3,761,410,394$1,161,045,006$4,922,455,400
61Regentatlantic$2,647,628$4,851,335,814$49,424,441$4,900,760,255
62R M Davis Inc$950,770$4,841,133,150$15,399,992$4,856,533,142
63Bridges Investment Management Inc$2,931,027$4,564,521,962$268,741,696$4,833,263,658
64Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
65Dowling & Yahnke, Llc$1,053,535$4,730,371,019$4,730,371,019
66Finaccess Advisors, Llc$30,396,693$4,711,487,444$4,711,487,444
67Evoke Wealth, Llc$2,073,272$4,414,273,162$244,367,925$4,658,641,087
68B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
69Permanens Capital L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
70Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
71Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353
72Chilton Investment Services, Llc$4,239,616$4,468,253,000$72,376,000$4,540,629,000
73Plancorp, Llc$702,265$4,352,496,626$186,244,015$4,538,740,641
74Columbia Pacific Wealth Management$5,440,495$2,368,805,933$2,103,280,676$4,472,086,609
75Portola Partners$3,062,630$4,468,377,318$4,468,377,318
76Litman Gregory Asset Management, Llc$2,687,841$2,030,254,718$2,410,058,736$4,440,313,454
77Rgt Wealth Advisors$1,068,105$4,112,801,814$222,637,226$4,335,439,040
78Becker Capital Management, Inc.$3,336,859$4,307,884,565$4,307,884,565
79Bradley Foster & Sargent Inc$1,273,929$4,234,983,943$3,379,252$4,238,363,195
80Manchester Capital Management Llc$2,660,871$3,142,500,375$1,021,763,406$4,164,263,781
81Camden Capital, Llc$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
82Edge Capital Group, Llc$1,935,458$3,798,154,220$272,114,033$4,070,268,253
83Index Fund Advisors, Inc.$620,124$4,022,875,212$19,711,428$4,042,586,640
84Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
85Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
86Hbks Wealth Advisors$312,252$3,903,130,584$70,275,352$3,973,405,936
87Cornerstone Advisors Inc$947,966$3,960,599,929$3,960,599,929
88Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
89Signaturefd, Llc$622,617$3,228,832,293$682,446,274$3,911,278,567
90Aureus Asset Management, Llc$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
91Pacific Portfolio Consulting, Llc$13,498,639$918,899,914$2,847,220,311$3,766,120,225
92The Mather Group, Llc$576,247$3,419,794,083$264,727,760$3,684,521,843
93H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
94Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
95Tcg Advisors, Lp$2,030,952$2,732,573,396$870,334,771$3,602,908,167
96Ch Investment Partners, Llc$3,111,608$2,751,450,579$823,786,993$3,575,237,572
97Kore Private Wealth, Llc$1,172,034$3,571,188,631$3,571,188,631
98Geller Advisors Llc$5,904,626$3,528,659,487$31,829,798$3,560,489,285
99Alesco Advisors Llc$2,803,349$3,540,629,605$3,540,629,605
100Inverness Counsel, Llc$2,963,306$2,990,982,470$532,387,880$3,523,370,350
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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.