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
151Wharton Business Group, LLC$7,828,156$2,026,800,575$259,021,113$2,285,821,688
152Alaska Permanent Capital Management Co$17,840,435$2,177,391,520$106,184,167$2,283,575,687
153Boston Financial Management LLC$1,160,135$2,184,122,620$95,543,423$2,279,666,043
154Adviceperiod, LLC$1,056,089$2,261,684,888$4,681,296$2,266,366,184
155Destination Wealth Management$529,333$2,252,843,327$0$2,252,843,327
156Beacon Pointe Wealth Advisors$304,115$2,242,196,095$7,948,585$2,250,144,680
157Palladium Registered Investment Advisors$1,114,915$2,212,492,839$31,831,343$2,244,324,182
158Paul Comstock Partners$16,387,529$3,375,400$2,225,328,477$2,228,703,877
159Sand Hill Global Advisors, LLC$1,754,599$2,136,496,991$90,089,598$2,226,586,589
160Southeast Asset Advisors Inc$2,361,196$1,056,299,612$1,146,695,918$2,202,995,530
161Abacus Wealth Partners$427,792$2,041,601,463$146,555,707$2,188,157,170
162Berman Capital Advisors, LLC$3,948,741$880,083,781$1,279,877,334$2,159,961,115
163Foster Group, Inc.$562,457$2,148,021,490$0$2,148,021,490
164Capital Investment Advisors, LLC$329,252$2,114,200,000$13,100,000$2,127,300,000
165Andersen Tax LLC$7,032,960$0$2,116,921,000$2,116,921,000
166LBI Wealth Management$11,017,196$2,115,301,658$0$2,115,301,658
167Exencial Wealth Advisors$657,973$1,881,551,143$223,304,413$2,104,855,556
168Strategic Wealth Partners$578,127$1,973,673,727$97,754,419$2,071,428,146
169Frontier Wealth Management, LLC$391,169$1,716,526,719$336,328,640$2,052,855,359
170Pinnacle Advisory Group, Inc.$350,622$2,050,437,552$0$2,050,437,552
171Corient Capital Partners, LLC$1,057,263$1,422,552,216$611,621,191$2,034,173,407
172Beaumont Financial Partners$701,215$1,543,311,198$476,888,625$2,020,199,823
173Pure Financial Advisors, Inc.$247,052$1,993,173,447$23,759,261$2,016,932,708
174Water Oak Advisors, LLC$1,099,340$1,876,688,398$130,706,659$2,007,395,057
175Camden Capital, LLC$712,391$1,350,678,857$626,917,648$1,977,596,505
176Rinet Company$1,390,127$1,848,894,684$127,865,936$1,976,760,620
177The Burney Company$433,638$1,939,227,098$0$1,939,227,098
178Accredited Investors Wealth Management$580,408$1,858,424,252$78,395,986$1,936,820,238
179Welch Hornsby, Inc.$114,825$1,929,182,721$0$1,929,182,721
180Mozaic$24,955,906$0$1,896,648,870$1,896,648,870
181Parallel Advisors$355,698$1,875,594,591$0$1,875,594,591
182Patriot Wealth Management, Inc.$970,344$1,731,953,817$132,077,514$1,864,031,331
183Team Hewins, LLC$1,634,810$912,491,914$951,191,853$1,863,683,767
184Stelac Advisory Services LLC$4,674,822$1,003,713,977$847,515,509$1,851,229,486
185Sage Financial Group Inc.$2,639,578$1,644,468,149$205,875,676$1,850,343,825
186Montag$1,666,411$1,602,921,787$236,795,880$1,839,717,667
187Resource Consulting Group$847,753$1,837,081,123$0$1,837,081,123
188Evensky & Katz/Foldes Financial Wealth Management$2,110,588$1,829,432,000$2,557,946$1,831,989,946
189Morton Capital Management$716,935$1,744,864,667$84,036,190$1,828,900,857
190Barrett Asset Management$2,192,863$1,597,959,543$215,537,954$1,813,497,497
191Laird Norton Wealth Management$1,267,464$1,564,986,113$229,743,510$1,794,729,623
192Zemenick & Walker Inc$8,794,545$0$1,794,087,238$1,794,087,238
193F.L.Putnam Investment Management Co.$1,072,663$1,784,599,312$4,603,241$1,789,202,553
194Cobblestone Capital Advisors$847,195$1,620,632,711$167,796,343$1,788,429,054
195Pagnatokarp Partners, LLC$824,048$1,695,225,895$92,957,378$1,788,183,273
196Northcoast Asset Management LLC$337,444$1,781,703,514$0$1,781,703,514
197Cary Street Partners$360,896$799,735,310$976,956,980$1,776,692,290
198Fairport Asset Management$1,019,836$1,346,949,615$427,565,013$1,774,514,628
199Retirement Income Solutions, Inc.$1,502,773$1,768,764,247$0$1,768,764,247
200TCG Advisors, LP$1,515,491$1,534,353,977$231,192,740$1,765,546,717
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Showing 151 to 200 of 2,314 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 2,172 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.

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