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
103Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
104Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
105Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
106Massey, Quick & Co.$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
108Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345
109Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
110Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
111TCG Advisors, LP$1,625,702$2,133,105,051$684,236,218$2,817,341,269
112Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
113Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
114Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
115Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
116JMG Financial Group Ltd.$964,296$2,518,406,000$156,550,000$2,674,956,000
117Northeast Financial Consultants, Inc$2,077,770$2,527,716,253$133,906,894$2,661,623,147
118CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
119Badgley PheLPs Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
120Westmount Asset Management$643,653$2,583,181,872$53,220,419$2,636,402,291
121Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
122The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
123Seaward Management$1,704,521$2,560,190,632$2,560,190,632
124Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
125Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
126McCutchen Group$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
127Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
128Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
129TCI Wealth Advisors, Inc.$322,543$2,408,610,296$55,616,753$2,464,227,049
130Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
131Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
132David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
133Matter Family Office$10,289,873$89,767,901$2,338,642,008$2,428,409,909
134Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
135Modera Wealth Management$410,619$2,377,507,353$13,937,103$2,391,444,456
136Parallel Advisors$363,016$2,386,830,147$2,386,830,147
137Cambridge Associates Ltd. LLC$263,854,570$2,374,691,130$2,374,691,130
138Twin Focus Capital Partners$27,931,098$2,200,453,539$173,689,807$2,374,143,346
139Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
140Wharton Business Group, LLC$8,084,454$2,097,991,451$230,331,242$2,328,322,693
141Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
142Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
143MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
144EMM Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
145Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
146Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
147Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
148Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
149Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
150Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
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Showing 101 to 150 of 2,205 entries

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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 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.

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