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
151Evergreen Capital Management LLC$1,295,457$2,078,874,887$118,219,338$2,197,094,225
152Boston Financial Management LLC$1,079,761$2,148,528,656$46,624,617$2,195,153,273
153Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
154Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
155Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
156Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
157Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
158Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
159Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
160Syverson Strege$1,070,012$1,797,645,878$265,336,924$2,062,982,802
161Exencial Wealth Advisors$583,192$1,835,448,892$219,720,098$2,055,168,990
162Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
163Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
164Foster Group, Inc.$494,299$2,017,235,841$2,017,235,841
165Private Ocean$553,484$1,991,594,906$13,123,040$2,004,717,946
166IWP Wealth Management$44,283,216$211,529,898$1,781,214,830$1,992,744,728
167Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
168Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
169Interocean Capital, LLC$710,970$1,542,101,562$405,245,115$1,947,346,677
170Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
171Mozaic$25,199,281$1,915,145,364$1,915,145,364
172Raub Brock Capital Management, LP$327,986$464,835,537$1,447,979,878$1,912,815,415
173F.L.Putnam Investment Management Co.$1,033,912$1,865,877,016$11,707,537$1,877,584,553
174Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
175Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
176Andersen Tax LLC$5,668,948$1,865,084,000$1,865,084,000
177Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
178Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
179Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
180Beaumont Financial Partners$608,303$1,365,137,195$464,639,587$1,829,776,782
181Rinet Company$1,180,032$1,701,334,339$121,814,802$1,823,149,141
182Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
183New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
184Pagnatokarp Partners, LLC$706,470$1,753,599,813$47,899,639$1,801,499,452
185Congress Wealth Management$815,959$1,784,633,072$9,660,942$1,794,294,014
186LGL Partners, LLC$4,431,076$642,519,389$1,129,910,885$1,772,430,274
187Morton Capital Management$662,307$1,690,482,093$71,916,236$1,762,398,329
188Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
189Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
190Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
191Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
192Circle Wealth Management$3,187,017$903,194,125$840,104,078$1,743,298,203
193Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
194Dyson Capital Advisors$42,437,390$237,278,000$1,502,655,000$1,739,933,000
195Filament$3,453,920$1,047,757,934$689,563,777$1,737,321,711
196Barrett Asset Management$2,025,661$1,516,061,884$199,673,030$1,715,734,914
197Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
198Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
199Envoi$1,672,257$1,690,652,000$1,690,652,000
200Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
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Showing 151 to 200 of 2,205 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 2,206 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.

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