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 | Carnegie Investment Counsel | $1,156,102 | $2,393,019,121 | $52,137,315 | $2,445,156,436 |
| 152 | Balentine | $1,097,453 | $2,059,007,790 | $386,117,026 | $2,445,124,816 |
| 153 | Frontier Wealth Management, Llc | $400,122 | $2,003,375,083 | $439,767,974 | $2,443,143,057 |
| 154 | Iht Wealth Management Llc | $207,698 | $2,419,151,490 | $5,717,549 | $2,424,869,039 |
| 155 | Fairview Capital | $4,848,747 | $2,344,223,324 | $7,418,875 | $2,351,642,199 |
| 156 | Foster Group, Inc. | $589,161 | $2,348,727,503 | $258,504 | $2,348,986,007 |
| 157 | The Pacific Financial Group, Inc. | $124,683 | $2,336,318,385 | — | $2,336,318,385 |
| 158 | Congress Wealth Management Llc | $938,894 | $2,320,940,879 | $11,271,928 | $2,332,212,807 |
| 159 | Accredited Investors Wealth Management | $580,037 | $2,209,844,931 | $87,681,787 | $2,297,526,718 |
| 160 | Private Ocean | $616,967 | $2,284,950,435 | $9,549,091 | $2,294,499,526 |
| 161 | Raub Brock Capital Management, Lp | $403,037 | $643,964,575 | $1,644,078,373 | $2,288,042,948 |
| 162 | Global Financial Private Capital, Inc. | $116,110 | $2,287,938,176 | — | $2,287,938,176 |
| 163 | Heritage Wealth Advisors | $1,924,890 | $1,144,602,421 | $1,124,843,372 | $2,269,445,793 |
| 164 | Pure Financial Advisors, Inc. | $240,672 | $2,243,999,364 | $22,650,486 | $2,266,649,850 |
| 165 | Water Oak Advisors, Llc | $1,111,937 | $2,101,164,206 | $144,948,809 | $2,246,113,015 |
| 166 | Beaumont Financial Partners Llc | $787,316 | $1,648,195,535 | $574,396,243 | $2,222,591,778 |
| 167 | Pagnatokarp Partners, Llc | $841,271 | $2,155,180,015 | $49,790,002 | $2,204,970,017 |
| 168 | Sage Financial Group Inc. | $737,200 | $1,951,197,480 | $244,183,786 | $2,195,381,266 |
| 169 | Montag | $1,713,996 | $1,913,201,271 | $234,436,216 | $2,147,637,487 |
| 170 | Pinnacle Advisory Group, Inc. | $365,738 | $2,135,909,312 | — | $2,135,909,312 |
| 171 | Nextcapital Advisers | $103,736 | $2,129,384,165 | — | $2,129,384,165 |
| 172 | Barrett Asset Management, Llc | $2,468,168 | $1,874,569,093 | $250,523,842 | $2,125,092,935 |
| 173 | New England Private Wealth Advisors, Llc | $863,279 | $1,606,554,074 | $514,523,611 | $2,121,077,685 |
| 174 | Gm Advisory Group, Inc. | $1,592,282 | $782,374,299 | $1,325,806,829 | $2,108,181,128 |
| 175 | Northcoast Asset Management Llc | $387,412 | $2,100,546,549 | — | $2,100,546,549 |
| 176 | Coastal Bridge Advisors | $453,914 | $2,093,926,322 | $4,971,981 | $2,098,898,303 |
| 177 | Andersen | $6,070,387 | — | $2,088,213,000 | $2,088,213,000 |
| 178 | Vivaldi Capital Management, Llc | $890,327 | $1,747,813,868 | $338,223,097 | $2,086,036,965 |
| 179 | Envoi Llc | $1,768,252 | $2,065,317,982 | — | $2,065,317,982 |
| 180 | Logan Capital Management, Inc. | $1,414,620 | $1,544,818,644 | $514,867,866 | $2,059,686,510 |
| 181 | The Burney Company | $485,636 | $2,055,696,158 | — | $2,055,696,158 |
| 182 | Chicago Capital, Llc | $1,713,297 | $2,041,974,366 | $1,988,696 | $2,043,963,062 |
| 183 | The Clarius Group, Llc | $3,590,416 | $1,367,396,981 | $671,959,108 | $2,039,356,089 |
| 184 | Morton Capital Management, Llc | $740,817 | $1,950,153,486 | $86,351,098 | $2,036,504,584 |
| 185 | Buckhead Capital Management, Llc | $14,309,572 | $1,876,500,802 | $155,458,386 | $2,031,959,188 |
| 186 | Iwp Wealth Management Llc | $40,630,500 | $188,973,019 | $1,842,551,958 | $2,031,524,977 |
| 187 | Resource Consulting Group | $889,343 | $2,030,370,126 | — | $2,030,370,126 |
| 188 | Zemenick & Walker Inc | $9,266,984 | — | $2,029,469,485 | $2,029,469,485 |
| 189 | Team Hewins, Llc | $1,863,064 | $1,072,051,853 | $951,235,812 | $2,023,287,665 |
| 190 | Filament, Llc | $3,805,466 | $1,255,714,033 | $749,766,663 | $2,005,480,696 |
| 191 | Cardiff Park Advisors | $911,042 | $150,927,888 | $1,844,253,259 | $1,995,181,147 |
| 192 | Cobblestone Capital Advisors, Llc | $824,202 | $1,933,035,300 | $59,885,245 | $1,992,920,545 |
| 193 | Retirement Income Solutions, Inc. | $1,633,403 | $1,966,617,358 | — | $1,966,617,358 |
| 194 | Battery Global Advisors, Llc | $26,567,568 | $997,100,000 | $968,900,000 | $1,966,000,000 |
| 195 | Birch Hill Investment Advisors Llc | $1,692,594 | $1,960,763,981 | $2,644,796 | $1,963,408,777 |
| 196 | The Wealth Consulting Group | $125,053 | $1,664,008,800 | $297,199,202 | $1,961,208,002 |
| 197 | The Wealth Consulting Group | $125,053 | $1,664,008,800 | $297,199,202 | $1,961,208,002 |
| 198 | Leavell Investment Management, Inc. | $1,142,080 | $1,753,894,888 | $201,345,718 | $1,955,240,606 |
| 199 | Polaris Greystone Financial Group, Llc | $459,509 | $1,876,246,149 | $78,043,952 | $1,954,290,101 |
| 200 | Rinet Company, Llc | $1,185,436 | $1,822,627,490 | $122,673,074 | $1,945,300,564 |
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.
