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 |
|---|---|---|---|---|---|
| 101 | Permanens Capital L.P. | $46,001,258 | $2,360,559,062 | $1,365,542,870 | $3,726,101,932 |
| 102 | F L Putnam Investment Management Co. | $1,118,016 | $3,662,900,185 | $58,973,558 | $3,721,873,743 |
| 103 | Manchester Capital Management LLC | $2,294,986 | $3,026,475,470 | $590,421,700 | $3,616,897,170 |
| 104 | TCG ADVISORS, LP | $2,030,952 | $2,732,573,396 | $870,334,771 | $3,602,908,167 |
| 105 | Covington Capital Management | $2,489,083 | $3,552,505,921 | $31,773,251 | $3,584,279,172 |
| 106 | CH INVESTMENT PARTNERS, LLC | $3,111,608 | $2,751,450,579 | $823,786,993 | $3,575,237,572 |
| 107 | Becker Capital Management Inc | $2,562,018 | $3,574,014,983 | — | $3,574,014,983 |
| 108 | Corient Capital Partners, LLC | $1,131,697 | $2,580,901,101 | $978,284,454 | $3,559,185,555 |
| 109 | Clifford Swan Investment Counsel LLC | $1,453,113 | $2,914,681,248 | $619,289,873 | $3,533,971,121 |
| 110 | SEPIO CAPITAL, LP | $2,551,995 | $2,063,987,570 | $1,462,869,086 | $3,526,856,656 |
| 111 | Prio Wealth Limited Partnership | $2,180,229 | $3,516,709,222 | — | $3,516,709,222 |
| 112 | Exencial Wealth Advisors, LLC | $540,655 | $3,200,069,045 | $289,856,400 | $3,489,925,445 |
| 113 | Formula Folio Investments, LLC | $151,803 | $2,830,280,439 | $636,742,811 | $3,467,023,250 |
| 114 | Waldron Private Wealth, LLC | $1,515,611 | $3,447,070,483 | $8,522,622 | $3,455,593,105 |
| 115 | Advance Capital Management Inc | $306,000 | $3,408,838,972 | $42,233,861 | $3,451,072,833 |
| 116 | Bailard, Inc. | $1,784,958 | $3,433,947,041 | $12,806,855 | $3,446,753,896 |
| 117 | Parsec Financial Management Inc | $592,022 | $3,227,398,811 | $200,407,546 | $3,427,806,357 |
| 118 | Mainstay Capital Management, LLC | $916,099 | $3,147,839,636 | $271,957,937 | $3,419,797,573 |
| 119 | Balentine LLC | $1,222,401 | $3,162,347,785 | $185,808,825 | $3,348,156,610 |
| 120 | Berman Capital Advisors, LLC | $2,857,293 | $871,134,735 | $2,469,041,149 | $3,340,175,884 |
| 121 | CAMBRIDGE ASSOCIATES LTD LLC | $222,637,701 | — | $3,339,565,520 | $3,339,565,520 |
| 122 | Pure Financial Advisors, Inc. | $315,989 | $3,252,712,647 | $38,940,547 | $3,291,653,194 |
| 123 | McCutchen Group LLC | $2,983,988 | $2,368,881,923 | $910,520,452 | $3,279,402,375 |
| 124 | Reynders, Mcveigh Capital Management, LLC | $4,274,170 | $3,000,332,719 | $277,955,544 | $3,278,288,263 |
| 125 | Boston Financial Management LLC | $1,470,145 | $3,174,165,283 | $67,504,994 | $3,241,670,277 |
| 126 | Capital Investment Advisors, LLC | $381,720 | $3,214,049,630 | $13,396,509 | $3,227,446,139 |
| 127 | Destination Wealth Management | $653,674 | $3,226,536,075 | — | $3,226,536,075 |
| 128 | TCI Wealth Advisors, Inc. | $400,966 | $3,167,012,876 | $15,052,398 | $3,182,065,274 |
| 129 | Stelac Advisory Services LLC | $5,896,881 | $2,859,810,316 | $312,711,661 | $3,172,521,977 |
| 130 | Mozaic, LLC | $47,740,514 | — | $3,150,873,899 | $3,150,873,899 |
| 131 | SYM Financial Corporation | $838,108 | $2,539,927,397 | $581,188,153 | $3,121,115,550 |
| 132 | Westmount Asset Management, LLC | $779,050 | $3,052,940,348 | $65,596,133 | $3,118,536,481 |
| 133 | Heritage Investors Management Corp | $2,419,977 | $3,072,409,103 | $10,641,652 | $3,083,050,755 |
| 134 | Sand Hill Global Advisors, LLC | $1,909,928 | $3,017,351,155 | $65,273,058 | $3,082,624,213 |
| 135 | Wharton Business Group, LLC | $25,161,514 | $2,803,786,654 | $265,918,071 | $3,069,704,725 |
| 136 | Congress Wealth Management LLC | $675,994 | $3,027,259,616 | $13,362,765 | $3,040,622,381 |
| 137 | Anchor Capital Advisors LLC | $799,777 | $3,038,351,612 | — | $3,038,351,612 |
| 138 | CM Wealth Advisors LLC | $6,748,858 | $2,888,381,432 | $148,604,563 | $3,036,985,995 |
| 139 | Twin Focus Capital Partners, LLC | $25,895,385 | $1,912,860,000 | $1,116,900,000 | $3,029,760,000 |
| 140 | Matter, LLC | $14,341,236 | $132,663,359 | $2,893,337,523 | $3,026,000,882 |
| 141 | Budros, Ruhlin & Roe, Inc. | $421,425 | $2,902,800,274 | $116,712,340 | $3,019,512,614 |
| 142 | Retirement Benchmark, LLC | $274,298 | $13,550,787 | $2,990,564,357 | $3,004,115,144 |
| 143 | Evergreen Capital Management LLC | $1,513,988 | $2,865,090,036 | $126,550,823 | $2,991,640,859 |
| 144 | Carnegie Capital Asset Management, LLC | $545,913 | $2,933,640,904 | $9,377,555 | $2,943,018,459 |
| 145 | Cardea Capital Group, Inc. | $26,590,918 | $103,030,733 | $2,821,970,234 | $2,925,000,967 |
| 146 | Hamilton Capital, LLC | $430,242 | $2,836,769,363 | $74,247,002 | $2,911,016,365 |
| 147 | Southeast Asset Advisors, LLC | $2,982,808 | $1,636,447,452 | $1,265,825,187 | $2,902,272,639 |
| 148 | TFO Phoenix, Inc. | $2,104,322 | $2,879,583,892 | $11,754,632 | $2,891,338,524 |
| 149 | The Clarius Group, LLC | $4,140,115 | $1,630,960,812 | $1,176,037,304 | $2,806,998,116 |
| 150 | Dynamic Advisor Solutions LLC | $282,830 | $2,383,759,498 | $415,128,400 | $2,798,887,898 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
