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
101Brightworth, Llc$511,191$3,335,519,000$3,335,519,000
102Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
103Meristem Family Wealth$5,601,116$1,508,315,042$1,729,129,967$3,237,445,009
104Camden Capital, Llc$957,072$2,086,695,918$1,087,911,557$3,174,607,475
105Geller Advisors Llc$5,857,159$3,115,857,227$29,437,035$3,145,294,262
106Massey Quick Simon & Co., Llc$3,593,665$1,997,544,311$978,010,595$2,975,554,906
107Anchor Capital Advisors Llc$635,158$2,964,915,217$2,964,915,217
108Adviceperiod, Llc$884,345$2,864,140,986$2,906,040$2,867,047,026
109Wilbanks, Smith & Thomas Asset Management, Llc$753,415$2,799,326,241$49,336,104$2,848,662,345
110Aureus Asset Management, Llc$5,155,374$907,019,594$1,928,435,977$2,835,455,571
111Sepio Capital, Llc$2,525,269$1,844,400,000$973,800,000$2,818,200,000
112Tcg Advisors, Lp$1,625,702$2,133,105,051$684,236,218$2,817,341,269
113Linscomb & Williams$1,731,629$2,808,702,381$2,808,702,381
114Kore Private Wealth, Llc$1,237,448$2,807,770,565$2,807,770,565
115Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
116Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
117Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
118Jmg Financial Group Ltd$964,296$2,518,406,000$156,550,000$2,674,956,000
119Northeast Financial$2,077,770$2,527,716,253$133,906,894$2,661,623,147
120Cm Wealth Advisors Llc$5,101,321$2,380,198,057$262,286,206$2,642,484,263
121Badgley Phelps Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
122Westmount Asset Management, Llc$643,653$2,583,181,872$53,220,419$2,636,402,291
123Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
124Mainstay Capital Management, Llc$707,483$2,374,042,206$208,979,974$2,583,022,180
125The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
126Prio Wealth Limited Partnership$1,704,521$2,560,190,632$2,560,190,632
127Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
128Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
129Mccutchen Group Llc$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
130Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
131Twin Focus Capital Partners, Llc$29,073,679$2,291,092,311$180,170,403$2,471,262,714
132Tci Wealth Advisors, Inc.$322,543$2,408,610,296$55,616,753$2,464,227,049
133Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
134Miller Investment Management, Lp$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
135David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
136Matter Family Office$10,289,873$89,767,901$2,338,642,008$2,428,409,909
137Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
138Modera Wealth Management, Llc$410,619$2,377,507,353$13,937,103$2,391,444,456
139Parallel Advisors, Llc$363,016$2,386,830,147$2,386,830,147
140Cambridge Associates Ltd Llc$263,854,570$2,374,691,130$2,374,691,130
141Corient Capital Partners, Llc$773,362$1,739,801,037$618,952,006$2,358,753,043
142Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
143Wharton Business Group, Llc$8,084,454$2,097,991,451$230,331,242$2,328,322,693
144Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
145MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
146Emm Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
147Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
148Hamilton Capital$384,781$2,246,654,084$48,179,982$2,294,834,066
149F L Putnam Investment Management Co.$858,611$2,266,236,722$14,234,506$2,280,471,228
150Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
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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.