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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
52R M DAVIS INC$950,770$4,841,133,150$15,399,992$4,856,533,142
53BRIDGES INVESTMENT MANAGEMENT INC$2,931,027$4,564,521,962$268,741,696$4,833,263,658
54DOWLING & YAHNKE, LLC$1,053,535$4,730,371,019$4,730,371,019
55EVOKE WEALTH, LLC$2,073,272$4,414,273,162$244,367,925$4,658,641,087
57PERMANENS CAPITAL L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
58BALASA DINVERNO FOLTZ LLC$801,371$4,595,063,036$4,595,063,036
59H.M. PAYSON$1,538,177$4,128,215,989$455,551,819$4,583,767,808
60PLANCORP, LLC$702,265$4,352,496,626$186,244,015$4,538,740,641
61GRYPHON ADVISORS, LLC$223,937,530$4,478,750,594$4,478,750,594
62PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
63RGT WEALTH ADVISORS$1,068,105$4,112,801,814$222,637,226$4,335,439,040
64BECKER CAPITAL MANAGEMENT, INC.$3,336,859$4,307,884,565$4,307,884,565
65SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC$1,008,378$4,284,308,141$10,374,043$4,294,682,184
66BRADLEY FOSTER & SARGENT INC$1,273,929$4,234,983,943$3,379,252$4,238,363,195
67MANCHESTER CAPITAL MANAGEMENT LLC$2,660,871$3,142,500,375$1,021,763,406$4,164,263,781
68CAMDEN CAPITAL, LLC$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
69INDEX FUND ADVISORS, INC.$620,124$4,022,875,212$19,711,428$4,042,586,640
70BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
71CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
72WMS PARTNERS, LLC$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
73MERISTEM FAMILY WEALTH$5,867,836$1,497,847,076$2,445,338,626$3,943,185,702
74THE MATHER GROUP, LLC$538,579$3,660,737,077$252,576,651$3,913,313,728
75SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
76LINSCOMB & WILLIAMS$741,902$3,844,536,498$3,844,536,498
77AUREUS ASSET MANAGEMENT, LLC$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
78REGIS MANAGEMENT COMPANY, LLC$70,195,332$3,720,352,601$3,720,352,601
79TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
80TCG ADVISORY SERVICES, LLC$2,030,952$2,732,573,396$870,334,771$3,602,908,167
81CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
82KORE PRIVATE WEALTH, LLC$1,172,034$3,571,188,631$3,571,188,631
83GELLER ADVISORS LLC$5,904,626$3,528,659,487$31,829,798$3,560,489,285
84ALESCO ADVISORS LLC$2,803,349$3,540,629,605$3,540,629,605
85SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
86INVERNESS COUNSEL, LLC$2,963,306$2,990,982,470$532,387,880$3,523,370,350
87WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC$812,119$3,453,190,627$54,352,628$3,507,543,255
88ADVICEPERIOD, LLC$961,391$3,466,237,641$1,498,037$3,467,735,678
89BAILARD, INC.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
90SIMON QUICK ADVISORS, LLC$5,560,782$2,525,957,973$877,240,660$3,403,198,633
91TRUEPOINT, INC.$554,085$3,359,257,566$17,892,731$3,377,150,297
92R H BLUESTEIN & CO$2,056,339$3,237,812,543$136,639,019$3,374,451,562
93CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
94JMG FINANCIAL GROUP LTD$1,039,170$3,154,168,000$173,255,000$3,327,423,000
95MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
96NORTHEAST FINANCIAL$2,501,662$3,267,352,856$52,352,579$3,319,705,435
97ANCHOR CAPITAL ADVISORS LLC$777,790$3,260,497,199$3,260,497,199
98CLIFFORD SWAN INVESTMENT COUNSELORS$1,359,956$2,648,741,498$604,273,218$3,253,014,716
99ZHANG FINANCIAL$735,985$1,649,271,866$1,568,455,405$3,217,727,271
100BADGLEY PHELPS WEALTH MANAGERS$1,851,502$2,985,482,288$210,209,659$3,195,691,947
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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 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.