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