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 | Signaturefd, LLC | $670,789 | $2,522,127,824 | $653,386,983 | $3,175,514,807 |
| 102 | CM Wealth Advisors Inc. | $5,494,599 | $2,864,050,857 | $256,881,417 | $3,120,932,274 |
| 103 | Massey, Quick & Co. | $4,790,723 | $1,876,909,842 | $1,150,826,986 | $3,027,736,828 |
| 104 | Miller Investment Management, LP | $12,705,018 | $1,490,439,320 | $1,507,944,968 | $2,998,384,288 |
| 105 | Cumberland Advisors | $1,300,024 | $2,976,066,948 | $7,488,579 | $2,983,555,527 |
| 106 | Wilbanks, Smith & Thomas Asset Management | $813,248 | $2,900,964,839 | $59,258,558 | $2,960,223,397 |
| 107 | Green Square Capital | $1,374,270 | $2,395,841,038 | $539,600,191 | $2,935,441,229 |
| 108 | Northeast Financial Consultants, Inc | $1,550,329 | $1,477,334,039 | $1,441,934,927 | $2,919,268,966 |
| 109 | Clifford Swan Investment Counsel | $1,275,344 | $2,231,013,213 | $688,250,192 | $2,919,263,405 |
| 110 | Truepoint, Inc. | $551,717 | $2,776,920,011 | $30,218,279 | $2,807,138,290 |
| 111 | Sepio Capital, LLC | $3,010,753 | $1,900,000,000 | $900,000,000 | $2,800,000,000 |
| 112 | Geller Advisors | $4,026,617 | $2,758,740,274 | $31,705,012 | $2,790,445,286 |
| 113 | Zhang Financial | $692,813 | $1,289,331,374 | $1,493,696,709 | $2,783,028,083 |
| 114 | Seaward Management | $1,826,641 | $2,780,147,361 | $0 | $2,780,147,361 |
| 115 | AE Wealth Management, LLC | $96,867 | $2,759,050,999 | $0 | $2,759,050,999 |
| 116 | Advance Capital Management Inc | $273,729 | $2,579,671,323 | $26,232,947 | $2,605,904,270 |
| 117 | TCI Wealth Advisors, Inc. | $365,202 | $2,544,674,873 | $58,846,893 | $2,603,521,766 |
| 118 | HBKS Wealth Advisors | $275,389 | $2,555,496,816 | $46,926,039 | $2,602,422,855 |
| 119 | EMM Wealth | $21,122,079 | $18,416,874 | $2,579,598,867 | $2,598,015,741 |
| 120 | David Vaughan Investments Inc | $1,186,957 | $2,582,818,000 | $0 | $2,582,818,000 |
| 121 | JMG Financial Group Ltd | $945,496 | $2,424,655,000 | $153,712,000 | $2,578,367,000 |
| 122 | Matter Family Office | $10,833,408 | $0 | $2,578,351,209 | $2,578,351,209 |
| 123 | Parsec Financial Management, Inc | $487,412 | $2,406,628,410 | $152,770,658 | $2,559,399,068 |
| 124 | Halbert Hargrove | $738,035 | $2,366,924,782 | $156,418,350 | $2,523,343,132 |
| 125 | Brick Capital Management Inc | $100,424,000 | $0 | $2,510,600,000 | $2,510,600,000 |
| 126 | McCutchen Group | $3,391,408 | $1,559,339,579 | $940,127,849 | $2,499,467,428 |
| 127 | Budros, Ruhlin & Roe, Inc. | $406,463 | $2,389,773,277 | $107,940,566 | $2,497,713,843 |
| 128 | Westmount Asset Management | $626,619 | $2,321,083,638 | $174,738,926 | $2,495,822,564 |
| 129 | Badgley Phelps Wealth Managers | $1,598,117 | $2,300,787,662 | $189,079,047 | $2,489,866,709 |
| 130 | Twin Focus Capital Partners | $29,986,274 | $2,315,230,109 | $173,630,618 | $2,488,860,727 |
| 131 | Heritage Investors Management Corp | $2,070,839 | $2,459,030,000 | $19,764,000 | $2,478,794,000 |
| 132 | Balentine | $1,552,272 | $1,738,534,628 | $734,234,309 | $2,472,768,937 |
| 133 | TFO Phoenix, Inc. | $2,059,444 | $1,671,094,162 | $734,336,059 | $2,405,430,221 |
| 134 | Hamilton Capital Management Inc | $394,295 | $2,379,335,135 | $11,276,978 | $2,390,612,113 |
| 135 | Modera Wealth Management | $453,740 | $2,372,252,389 | $13,966,911 | $2,386,219,300 |
| 136 | MRA Associates | $1,175,866 | $1,677,712,513 | $699,888,991 | $2,377,601,504 |
| 137 | Coastal Bridge Advisors | $549,465 | $2,374,786,806 | $0 | $2,374,786,806 |
| 138 | The Pacific Financial Group, Inc. | $143,971 | $2,285,432,799 | $42,428,383 | $2,327,861,182 |
| 139 | Frontier Investment Management Co | $736,059 | $2,323,737,914 | $0 | $2,323,737,914 |
| 140 | Aureus Asset Management | $5,545,545 | $914,869,800 | $1,403,168,083 | $2,318,037,883 |
| 141 | Mainstay Capital Management | $645,893 | $2,133,363,214 | $182,164,726 | $2,315,527,940 |
| 142 | Evergreen Capital Management LLC | $1,334,456 | $2,172,329,466 | $124,269,522 | $2,296,598,988 |
| 143 | Wharton Business Group, LLC | $7,828,156 | $2,026,800,575 | $259,021,113 | $2,285,821,688 |
| 144 | Alaska Permanent Capital Management Co | $17,840,435 | $2,177,391,520 | $106,184,167 | $2,283,575,687 |
| 145 | Boston Financial Management LLC | $1,160,135 | $2,184,122,620 | $95,543,423 | $2,279,666,043 |
| 146 | Adviceperiod, LLC | $1,056,089 | $2,261,684,888 | $4,681,296 | $2,266,366,184 |
| 147 | Destination Wealth Management | $529,333 | $2,252,843,327 | $0 | $2,252,843,327 |
| 148 | Beacon Pointe Wealth Advisors | $304,115 | $2,242,196,095 | $7,948,585 | $2,250,144,680 |
| 149 | Palladium Registered Investment Advisors | $1,114,915 | $2,212,492,839 | $31,831,343 | $2,244,324,182 |
| 150 | Paul Comstock Partners | $16,387,529 | $3,375,400 | $2,225,328,477 | $2,228,703,877 |
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.
