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 | Adviser Investments | $518,445 | $5,306,284,485 | $0 | $5,306,284,485 |
| 52 | Ferguson Wellman Capital Management, Inc. | $1,930,412 | $5,152,269,992 | $0 | $5,152,269,992 |
| 53 | Litman Gregory Asset Management, LLC | $3,937,555 | $1,735,457,677 | $3,269,175,142 | $5,004,632,819 |
| 54 | Scharf Investments, LLC | $2,432,449 | $3,716,008,245 | $1,277,809,195 | $4,993,817,440 |
| 55 | Brighton Jones | $3,340,910 | $4,881,664,540 | $79,587,358 | $4,961,251,898 |
| 56 | Seven Bridges Advisors LLC | $37,312,256 | $2,295,813,217 | $2,629,404,593 | $4,925,217,810 |
| 57 | Welch & Forbes | $1,794,811 | $4,589,213,178 | $308,826,772 | $4,898,039,950 |
| 58 | Zacks Investment Management | $811,347 | $4,774,778,847 | $0 | $4,774,778,847 |
| 59 | Choate Investment Advisors | $2,041,107 | $4,137,488,008 | $610,126,580 | $4,747,614,588 |
| 60 | Wetherby Asset Management | $1,352,998 | $4,487,074,471 | $228,124,411 | $4,715,198,882 |
| 61 | Seven Post Investment Office | $14,556,069 | $4,435,399,066 | $237,098,935 | $4,672,498,001 |
| 62 | Altair Advisers | $7,098,112 | $1,194,944,857 | $3,333,650,735 | $4,528,595,592 |
| 63 | The Bollard Group | $7,779,609 | $4,432,740,480 | $87,212,068 | $4,519,952,548 |
| 64 | Signature Family Wealth Advisors | $24,744,924 | $4,404,596,410 | $0 | $4,404,596,410 |
| 65 | Finaccess Advisors | $36,574,400 | $0 | $4,388,928,000 | $4,388,928,000 |
| 66 | Symmetry Partners | $203,157 | $4,376,000,000 | $0 | $4,376,000,000 |
| 67 | Gofen and Glossberg | $1,426,937 | $4,099,036,839 | $275,951,310 | $4,374,988,149 |
| 68 | B|O|S | $1,296,330 | $3,718,663,867 | $576,078,234 | $4,294,742,101 |
| 69 | Orgel Wealth Management | $588,143 | $4,248,159,287 | $0 | $4,248,159,287 |
| 70 | Becker Capital Management, Inc. | $3,771,233 | $4,238,865,579 | $0 | $4,238,865,579 |
| 71 | Freestone Capital Management, LLC | $560,853 | $3,610,493,845 | $627,307,840 | $4,237,801,685 |
| 72 | Bartlett & Co. Wealth Management Llc | $1,235,639 | $4,121,271,275 | $77,430,652 | $4,198,701,927 |
| 73 | Balasa Dinverno Foltz | $805,320 | $4,153,839,466 | $0 | $4,153,839,466 |
| 74 | WMS Partners | $6,068,540 | $3,009,015,148 | $1,123,660,548 | $4,132,675,696 |
| 75 | Dowling & Yahnke, LLC | $991,921 | $4,106,554,929 | $0 | $4,106,554,929 |
| 76 | Hartland & Co | $1,530,665 | $3,029,399,037 | $1,020,740,684 | $4,050,139,721 |
| 77 | RGT Wealth Advisors | $1,036,783 | $3,581,680,622 | $445,182,876 | $4,026,863,498 |
| 78 | Lourdmurray | $2,314,424 | $3,715,468,270 | $302,372,135 | $4,017,840,405 |
| 79 | Plancorp | $661,926 | $3,832,673,876 | $182,567,663 | $4,015,241,539 |
| 80 | R M Davis Inc | $840,683 | $3,998,321,775 | $10,056,461 | $4,008,378,236 |
| 81 | Chilton Investment Services | $3,611,498 | $3,907,202,000 | $43,777,000 | $3,950,979,000 |
| 82 | Joel Isaacson & Co. | $1,022,987 | $2,133,386,803 | $1,723,272,482 | $3,856,659,285 |
| 83 | Ropes Wealth Advisors | $1,768,728 | $3,706,439,105 | $138,776,217 | $3,845,215,322 |
| 84 | Index Fund Advisors, Inc. | $606,780 | $3,825,745,903 | $0 | $3,825,745,903 |
| 85 | Regentatlantic | $2,371,787 | $3,670,234,954 | $96,163,143 | $3,766,398,097 |
| 86 | Cornerstone Advisors Inc | $892,555 | $3,701,427,589 | $0 | $3,701,427,589 |
| 87 | Regis Management Company, LLC | $62,923,453 | $3,649,560,290 | $0 | $3,649,560,290 |
| 88 | Pacific Portfolio Consulting, LLC | $12,893,461 | $815,561,533 | $2,833,287,983 | $3,648,849,516 |
| 89 | Klingenstein Fields Wealth Advisors | $3,097,979 | $3,631,199,844 | $5,827,106 | $3,637,026,950 |
| 90 | EP Wealth Advisors | $500,278 | $3,494,000,000 | $106,000,000 | $3,600,000,000 |
| 91 | H.M. Payson | $1,375,445 | $3,116,845,613 | $471,690,348 | $3,588,535,961 |
| 92 | Bradley Foster & Sargent Inc | $1,168,273 | $3,518,259,945 | $68,339,263 | $3,586,599,208 |
| 93 | Manchester Capital Management | $2,669,456 | $2,743,025,186 | $799,342,916 | $3,542,368,102 |
| 94 | Columbia Pacific Wealth Management | $4,654,508 | $2,209,590,953 | $1,290,599,043 | $3,500,189,996 |
| 95 | Sullivan, Bruyette, Speros & Blayney, LLC | $920,376 | $3,432,033,649 | $39,624,657 | $3,471,658,306 |
| 96 | Bridges Investment Management Inc | $2,487,248 | $3,360,630,738 | $101,618,035 | $3,462,248,773 |
| 97 | Anchor Capital Advisors LLC | $658,370 | $3,445,907,852 | $0 | $3,445,907,852 |
| 98 | Geller Advisors | $6,375,922 | $3,391,723,125 | $32,147,038 | $3,423,870,163 |
| 99 | Valeo Financial Advisors | $350,385 | $2,278,401,110 | $1,066,370,854 | $3,344,771,964 |
| 100 | Brightworth, LLC | $511,097 | $3,334,396,000 | $0 | $3,334,396,000 |
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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.
