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 |
|---|---|---|---|---|---|
| 151 | Sand Hill Global Advisors, LLC | $1,754,599 | $2,136,496,991 | $90,089,598 | $2,226,586,589 |
| 152 | Southeast Asset Advisors Inc | $2,361,196 | $1,056,299,612 | $1,146,695,918 | $2,202,995,530 |
| 153 | Abacus Wealth Partners | $427,792 | $2,041,601,463 | $146,555,707 | $2,188,157,170 |
| 154 | Berman Capital Advisors, LLC | $3,948,741 | $880,083,781 | $1,279,877,334 | $2,159,961,115 |
| 155 | Foster Group, Inc. | $562,457 | $2,148,021,490 | $0 | $2,148,021,490 |
| 156 | Capital Investment Advisors, LLC | $329,252 | $2,114,200,000 | $13,100,000 | $2,127,300,000 |
| 157 | Andersen Tax LLC | $7,032,960 | $0 | $2,116,921,000 | $2,116,921,000 |
| 158 | LBI Wealth Management | $11,017,196 | $2,115,301,658 | $0 | $2,115,301,658 |
| 159 | Exencial Wealth Advisors | $657,973 | $1,881,551,143 | $223,304,413 | $2,104,855,556 |
| 160 | Douglass Winthrop Advisors LLC | $3,552,591 | $2,071,292,821 | $28,288,542 | $2,099,581,363 |
| 161 | Strategic Wealth Partners | $578,127 | $1,973,673,727 | $97,754,419 | $2,071,428,146 |
| 162 | Frontier Wealth Management, LLC | $391,169 | $1,716,526,719 | $336,328,640 | $2,052,855,359 |
| 163 | Pinnacle Advisory Group, Inc. | $350,622 | $2,050,437,552 | $0 | $2,050,437,552 |
| 164 | Corient Capital Partners, LLC | $1,057,263 | $1,422,552,216 | $611,621,191 | $2,034,173,407 |
| 165 | Pure Financial Advisors, Inc. | $247,052 | $1,993,173,447 | $23,759,261 | $2,016,932,708 |
| 166 | Water Oak Advisors, LLC | $1,099,340 | $1,876,688,398 | $130,706,659 | $2,007,395,057 |
| 167 | Beaumont Financial Partners | $690,686 | $1,527,174,024 | $462,692,076 | $1,989,866,100 |
| 168 | Camden Capital, LLC | $712,391 | $1,350,678,857 | $626,917,648 | $1,977,596,505 |
| 169 | Rinet Company | $1,390,127 | $1,848,894,684 | $127,865,936 | $1,976,760,620 |
| 170 | The Burney Company | $433,638 | $1,939,227,098 | $0 | $1,939,227,098 |
| 171 | Accredited Investors Wealth Management | $580,408 | $1,858,424,252 | $78,395,986 | $1,936,820,238 |
| 172 | Welch Hornsby, Inc. | $114,825 | $1,929,182,721 | $0 | $1,929,182,721 |
| 173 | Mozaic | $24,955,906 | $0 | $1,896,648,870 | $1,896,648,870 |
| 174 | Parallel Advisors | $355,698 | $1,875,594,591 | $0 | $1,875,594,591 |
| 175 | Patriot Wealth Management, Inc. | $970,344 | $1,731,953,817 | $132,077,514 | $1,864,031,331 |
| 176 | Stelac Advisory Services LLC | $4,674,822 | $1,003,713,977 | $847,515,509 | $1,851,229,486 |
| 177 | Sage Financial Group Inc. | $2,639,578 | $1,644,468,149 | $205,875,676 | $1,850,343,825 |
| 178 | Montag | $1,666,411 | $1,602,921,787 | $236,795,880 | $1,839,717,667 |
| 179 | Resource Consulting Group | $847,753 | $1,837,081,123 | $0 | $1,837,081,123 |
| 180 | Evensky & Katz/Foldes Financial Wealth Management | $2,110,588 | $1,829,432,000 | $2,557,946 | $1,831,989,946 |
| 181 | Morton Capital Management | $716,935 | $1,744,864,667 | $84,036,190 | $1,828,900,857 |
| 182 | Barrett Asset Management | $2,192,863 | $1,597,959,543 | $215,537,954 | $1,813,497,497 |
| 183 | Laird Norton Wealth Management | $1,267,464 | $1,564,986,113 | $229,743,510 | $1,794,729,623 |
| 184 | Zemenick & Walker Inc | $8,794,545 | $0 | $1,794,087,238 | $1,794,087,238 |
| 185 | F.L.Putnam Investment Management Co. | $1,072,663 | $1,784,599,312 | $4,603,241 | $1,789,202,553 |
| 186 | Cobblestone Capital Advisors | $847,195 | $1,620,632,711 | $167,796,343 | $1,788,429,054 |
| 187 | Pagnatokarp Partners, LLC | $824,048 | $1,695,225,895 | $92,957,378 | $1,788,183,273 |
| 188 | Northcoast Asset Management LLC | $337,444 | $1,781,703,514 | $0 | $1,781,703,514 |
| 189 | Fairport Asset Management | $1,019,836 | $1,346,949,615 | $427,565,013 | $1,774,514,628 |
| 190 | Retirement Income Solutions, Inc. | $1,502,773 | $1,768,764,247 | $0 | $1,768,764,247 |
| 191 | TCG Advisors, Lp | $1,515,491 | $1,534,353,977 | $231,192,740 | $1,765,546,717 |
| 192 | Chesley, Taft & Associates | $1,131,631 | $1,589,085,013 | $171,732,368 | $1,760,817,381 |
| 193 | New England Private Wealth Advisors | $801,150 | $1,287,605,421 | $463,709,521 | $1,751,314,942 |
| 194 | Cardiff Park Advisors | $895,420 | $0 | $1,737,114,597 | $1,737,114,597 |
| 195 | Cambridge Associates Ltd LLC | $425,238,915 | $0 | $1,700,955,660 | $1,700,955,660 |
| 196 | Dyson Capital Advisors | $45,968,514 | $236,609,000 | $1,464,226,000 | $1,700,835,000 |
| 197 | Radnor Financial Advisors, LLC | $711,876 | $1,699,959,816 | $0 | $1,699,959,816 |
| 198 | Private Vista, LLC | $1,416,722 | $1,562,145,645 | $135,087,747 | $1,697,233,392 |
| 199 | Foundation Resource Management, Inc. | $3,798,710 | $1,595,285,583 | $95,140,311 | $1,690,425,894 |
| 200 | Windrose Advisors | $32,472,798 | $310,960,901 | $1,377,624,578 | $1,688,585,479 |
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.
