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
151Berman Capital Advisors, Llc$3,407,765$866,748,967$1,409,638,250$2,276,387,217
152Destination Wealth Management$502,838$2,249,193,554$2,249,193,554
153Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
154Evergreen Capital Management Llc$1,295,457$2,078,874,887$118,219,338$2,197,094,225
155Boston Financial Management Llc$1,079,761$2,148,528,656$46,624,617$2,195,153,273
156Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
157Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
158Capital Investment Advisors, Llc$312,837$2,171,200,000$12,400,000$2,183,600,000
159Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
160Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
161Roosevelt Investments$480,003$1,989,933,600$129,757,657$2,119,691,257
162Beaumont Financial Partners Llc$697,540$1,569,567,490$548,861,400$2,118,428,890
163Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
164Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
165Zwj Investment Counsel Inc$1,070,012$1,797,645,878$265,336,924$2,062,982,802
166Sand Hill Global Advisors, Llc$1,545,165$1,936,854,189$113,580,388$2,050,434,577
167Exencial Wealth Advisors$582,343$1,830,128,051$219,720,098$2,049,848,149
168Southeast Asset Advisors, Llc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
169Foster Group, Inc.$494,299$2,017,235,841$2,017,235,841
170Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
171Iwp Wealth Management Llc$44,283,216$211,529,898$1,781,214,830$1,992,744,728
172Water Oak Advisors, Llc$1,007,750$1,824,189,958$149,991,730$1,974,181,688
173Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
174Interocean Capital, Llc$710,970$1,542,101,562$405,245,115$1,947,346,677
175Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
176Mozaic, Llc$25,199,281$1,915,145,364$1,915,145,364
177Raub Brock Capital Management, Lp$327,986$464,835,537$1,447,979,878$1,912,815,415
178Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
179Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
180Andersen$5,668,948$1,865,084,000$1,865,084,000
181Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
182Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
183Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
184Waldron Private Wealth$9,978,282$1,830,837,051$5,166,881$1,836,003,932
185Fairview Capital$3,972,907$1,821,290,607$6,246,460$1,827,537,067
186Rinet Company, Llc$1,180,032$1,701,334,339$121,814,802$1,823,149,141
187Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
188New England Private Wealth Advisors, Llc$777,352$1,382,234,715$434,437,550$1,816,672,265
189Bender Lane Advisory, LLC$3,097,192$1,713,791,336$88,774,622$1,802,565,958
190Pagnatokarp Partners, Llc$706,470$1,753,599,813$47,899,639$1,801,499,452
191Congress Wealth Management Llc$815,959$1,784,633,072$9,660,942$1,794,294,014
192Lgl Partners, Llc$4,431,076$642,519,389$1,129,910,885$1,772,430,274
193Morton Capital Management, Llc$662,307$1,690,482,093$71,916,236$1,762,398,329
194Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
195Team Hewins, Llc$1,587,064$800,374,292$950,156,989$1,750,531,281
196Cobblestone Capital Advisors, Llc$755,105$1,593,123,339$156,455,606$1,749,578,945
197Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
198Circle Wealth Management, Llc$3,187,017$903,194,125$840,104,078$1,743,298,203
199Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
200Dyson Capital Advisors, Llc$42,437,390$237,278,000$1,502,655,000$1,739,933,000
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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.