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
101South Texas Money Management, Ltd..$1,067,932$3,284,578,862$31,348,563$3,315,927,425
102Alesco Advisors$3,076,049$3,306,752,612$0$3,306,752,612
103Signaturefd, LLC$670,789$2,522,127,824$653,386,983$3,175,514,807
104CM Wealth Advisors Inc.$5,494,599$2,864,050,857$256,881,417$3,120,932,274
105Cresset Wealth Advisors$8,947,508$2,451,100,063$600,000,000$3,051,100,063
106Massey, Quick & Co.$4,790,723$1,876,909,842$1,150,826,986$3,027,736,828
107Cumberland Advisors$1,300,024$2,976,066,948$7,488,579$2,983,555,527
108Miller Investment Management, LP$12,641,139$1,475,363,901$1,507,944,968$2,983,308,869
109Wilbanks, Smith & Thomas Asset Management$813,248$2,900,964,839$59,258,558$2,960,223,397
110Green Square Capital$1,374,270$2,395,841,038$539,600,191$2,935,441,229
111Northeast Financial Consultants, Inc$1,550,329$1,477,334,039$1,441,934,927$2,919,268,966
112Clifford Swan Investment Counsel$1,275,344$2,231,013,213$688,250,192$2,919,263,405
113The Mather Group, Inc.$724,171$2,490,889,817$365,963,684$2,856,853,501
114Truepoint, Inc.$551,717$2,776,920,011$30,218,279$2,807,138,290
115Sepio Capital, LLC$3,010,753$1,900,000,000$900,000,000$2,800,000,000
116Zhang Financial$692,813$1,289,331,374$1,493,696,709$2,783,028,083
117Seaward Management$1,826,641$2,780,147,361$0$2,780,147,361
118AE Wealth Management, LLC$96,867$2,759,050,999$0$2,759,050,999
119Advance Capital Management Inc$273,729$2,579,671,323$26,232,947$2,605,904,270
120TCI Wealth Advisors, Inc.$365,202$2,544,674,873$58,846,893$2,603,521,766
121HBKS Wealth Advisors$275,389$2,555,496,816$46,926,039$2,602,422,855
122EMM Wealth$21,122,079$18,416,874$2,579,598,867$2,598,015,741
123David Vaughan Investments Inc$1,186,957$2,582,818,000$0$2,582,818,000
124JMG Financial Group Ltd.$945,496$2,424,655,000$153,712,000$2,578,367,000
125Matter Family Office$10,833,408$0$2,578,351,209$2,578,351,209
126Parsec Financial Management, Inc$487,412$2,406,628,410$152,770,658$2,559,399,068
127The Pacific Financial Group, Inc.$146,479$2,523,525,417$27,556,566$2,551,081,983
128Halbert Hargrove$738,035$2,366,924,782$156,418,350$2,523,343,132
129Brick Capital Management Inc$100,424,000$0$2,510,600,000$2,510,600,000
130McCutchen Group$3,391,408$1,559,339,579$940,127,849$2,499,467,428
131Budros, Ruhlin & Roe, Inc.$406,463$2,389,773,277$107,940,566$2,497,713,843
132Westmount Asset Management$626,619$2,321,083,638$174,738,926$2,495,822,564
133Badgley PheLPs Wealth Managers$1,598,117$2,300,787,662$189,079,047$2,489,866,709
134Twin Focus Capital Partners$29,986,274$2,315,230,109$173,630,618$2,488,860,727
135Hanson Mcclain Advisors$265,879$2,353,706,222$132,264,592$2,485,970,814
136Heritage Investors Management Corp$2,070,839$2,459,030,000$19,764,000$2,478,794,000
137Mainstay Capital Management$684,022$2,282,197,694$192,593,046$2,474,790,740
138Balentine$1,552,272$1,738,534,628$734,234,309$2,472,768,937
139Douglass Winthrop Advisors LLC$3,049,139$2,390,420,330$27,546,864$2,417,967,194
140Kore Private Wealth, LLC$1,448,347$2,300,322,114$105,381,648$2,405,703,762
141TFO Phoenix, Inc.$2,059,444$1,671,094,162$734,336,059$2,405,430,221
142Pensionmark Financial Group, Llc$833,666$2,396,789,735$0$2,396,789,735
143Hamilton Capital Management Inc$394,295$2,379,335,135$11,276,978$2,390,612,113
144Modera Wealth Management$453,740$2,372,252,389$13,966,911$2,386,219,300
145MRA Associates$1,175,866$1,677,712,513$699,888,991$2,377,601,504
146Coastal Bridge Advisors$549,465$2,374,786,806$0$2,374,786,806
147Frontier Investment Management Co$736,059$2,323,737,914$0$2,323,737,914
148Aureus Asset Management$5,545,545$914,869,800$1,403,168,083$2,318,037,883
149Evergreen Capital Management LLC$1,334,456$2,172,329,466$124,269,522$2,296,598,988
150Beirne Wealth Consulting Services, LLC$710,140$890,427,128$1,404,745,814$2,295,172,942
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Showing 101 to 150 of 2,314 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 2,172 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.

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