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 | CV Advisors LLC | $8,792,516 | $510,355,224 | $4,554,133,977 | $5,064,489,201 |
| 52 | Adviser Investments | $476,031 | $5,014,033,546 | — | $5,014,033,546 |
| 53 | Ferguson Wellman Capital Management, Inc. | $1,649,221 | $4,965,805,899 | — | $4,965,805,899 |
| 54 | The Bollard Group | $9,098,637 | $4,876,294,015 | $64,265,899 | $4,940,559,914 |
| 55 | Wetherby Asset Management | $1,359,847 | $4,616,675,454 | $235,258,532 | $4,851,933,986 |
| 56 | Zacks Investment Management | $811,347 | $4,774,778,847 | — | $4,774,778,847 |
| 57 | Freestone Capital Management, LLC | $568,431 | $4,041,967,180 | $647,585,491 | $4,689,552,671 |
| 58 | Welch & Forbes | $1,661,545 | $4,304,506,005 | $284,679,994 | $4,589,185,999 |
| 59 | Seven Post Investment Office | $29,906,015 | $4,282,980,859 | $232,827,417 | $4,515,808,276 |
| 60 | Choate Investment Advisors | $1,883,243 | $3,863,214,998 | $632,085,653 | $4,495,300,651 |
| 61 | Altair Advisers | $6,282,980 | $1,220,299,298 | $3,184,069,923 | $4,404,369,221 |
| 62 | EP Wealth Advisors | $481,835 | $4,290,000,000 | $100,000,000 | $4,390,000,000 |
| 63 | Litman Gregory Asset Management, LLC | $3,141,880 | $1,706,901,120 | $2,562,914,417 | $4,269,815,537 |
| 64 | Ropes Wealth Advisors | $1,543,609 | $4,121,547,509 | $138,812,176 | $4,260,359,685 |
| 65 | Bridges Investment Management Inc | $2,563,716 | $4,124,617,631 | $110,641,357 | $4,235,258,988 |
| 66 | Dowling & Yahnke, LLC | $985,155 | $4,235,179,267 | — | $4,235,179,267 |
| 67 | Orgel Wealth Management | $567,014 | $4,191,363,849 | — | $4,191,363,849 |
| 68 | Gofen and Glossberg | $1,353,666 | $3,937,677,090 | $249,211,741 | $4,186,888,831 |
| 69 | Finaccess Advisors | $31,711,405 | — | $4,185,905,500 | $4,185,905,500 |
| 70 | The Mather Group, Inc. | $711,629 | $2,931,483,053 | $1,213,755,493 | $4,145,238,546 |
| 71 | Joel Isaacson & Co. | $937,552 | $2,341,552,781 | $1,795,864,404 | $4,137,417,185 |
| 72 | Balasa Dinverno Foltz | $773,803 | $4,136,748,330 | — | $4,136,748,330 |
| 73 | B|O|S | $1,184,822 | $3,480,511,891 | $576,317,038 | $4,056,828,929 |
| 74 | Becker Capital Management, Inc. | $3,310,236 | $3,962,352,799 | — | $3,962,352,799 |
| 75 | Bartlett & Co. Wealth Management Llc | $3,299,424 | $3,840,293,714 | $102,518,540 | $3,942,812,254 |
| 76 | R M Davis Inc | $789,614 | $3,928,950,920 | $9,643,944 | $3,938,594,864 |
| 77 | RGT Wealth Advisors | $1,022,024 | $3,530,583,411 | $326,534,888 | $3,857,118,299 |
| 78 | Chilton Investment Services | $3,483,796 | $3,740,888,000 | $35,547,000 | $3,776,435,000 |
| 79 | Valeo Financial Advisors | $311,683 | $2,541,458,239 | $1,209,024,570 | $3,750,482,809 |
| 80 | Columbia Pacific Wealth Management | $4,575,076 | $2,426,056,543 | $1,298,055,353 | $3,724,111,896 |
| 81 | WMS Partners | $5,944,806 | $2,619,858,681 | $1,059,976,199 | $3,679,834,880 |
| 82 | Plancorp | $582,332 | $3,504,332,862 | $166,104,645 | $3,670,437,507 |
| 83 | H.M. Payson | $1,256,139 | $3,241,362,563 | $398,927,048 | $3,640,289,611 |
| 84 | Lourdmurray | $2,092,546 | $3,316,483,274 | $318,268,815 | $3,634,752,089 |
| 85 | Regentatlantic | $2,162,134 | $3,557,130,360 | $40,660,407 | $3,597,790,767 |
| 86 | Index Fund Advisors, Inc. | $546,650 | $3,572,355,741 | — | $3,572,355,741 |
| 87 | Global Financial Private Capital, LLC | $96,407 | $3,555,568,110 | — | $3,555,568,110 |
| 88 | Sullivan, Bruyette, Speros & Blayney, LLC | $842,114 | $3,482,647,032 | $35,703,491 | $3,518,350,523 |
| 89 | Signaturefd, LLC | $625,189 | $2,771,501,180 | $722,679,277 | $3,494,180,457 |
| 90 | Klingenstein Fields Wealth Advisors | $2,894,727 | $3,455,506,704 | $6,587,177 | $3,462,093,881 |
| 91 | Hanson Mcclain Advisors | $228,391 | $3,324,287,304 | $129,439,518 | $3,453,726,822 |
| 92 | HBKS Wealth Advisors | $288,975 | $3,351,534,216 | $96,509,718 | $3,448,043,934 |
| 93 | Bradley Foster & Sargent Inc | $1,080,249 | $3,437,624,292 | $2,969,721 | $3,440,594,013 |
| 94 | Manchester Capital Management | $2,410,749 | $2,645,602,066 | $780,072,036 | $3,425,674,102 |
| 95 | Cornerstone Advisors Inc | $821,677 | $3,405,849,216 | — | $3,405,849,216 |
| 96 | Pacific Portfolio Consulting, LLC | $12,030,888 | $770,923,550 | $2,633,817,831 | $3,404,741,381 |
| 97 | Regis Management Company, LLC | $64,204,047 | $3,402,814,484 | — | $3,402,814,484 |
| 98 | South Texas Money Management, Ltd.. | $1,039,051 | $3,337,314,455 | $47,912,097 | $3,385,226,552 |
| 99 | Alesco Advisors | $2,918,846 | $3,368,348,349 | — | $3,368,348,349 |
| 100 | Cresset Wealth Advisors | $5,359,476 | $2,704,216,349 | $634,737,484 | $3,338,953,833 |
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.
