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 | BEAUMONT FINANCIAL PARTNERS LLC | $787,316 | $1,648,195,535 | $574,396,243 | $2,222,591,778 |
| 152 | SAGE FINANCIAL GROUP INC. | $737,200 | $1,951,197,480 | $244,183,786 | $2,195,381,266 |
| 153 | MONTAG | $1,713,996 | $1,913,201,271 | $234,436,216 | $2,147,637,487 |
| 154 | PINNACLE ADVISORY GROUP, INC. | $365,738 | $2,135,909,312 | — | $2,135,909,312 |
| 155 | NEXTCAPITAL ADVISERS | $103,736 | $2,129,384,165 | — | $2,129,384,165 |
| 156 | BARRETT ASSET MANAGEMENT, LLC | $2,468,168 | $1,874,569,093 | $250,523,842 | $2,125,092,935 |
| 157 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | $863,279 | $1,606,554,074 | $514,523,611 | $2,121,077,685 |
| 158 | DYNAMIC WEALTH ADVISORS | $263,406 | $1,781,091,553 | $335,637,641 | $2,116,729,194 |
| 159 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $476,504 | $2,094,399,225 | $1,741,087 | $2,096,140,312 |
| 160 | ANDERSEN | $6,070,387 | — | $2,088,213,000 | $2,088,213,000 |
| 161 | VERDENCE CAPITAL ADVISORS, LLC | $530,649 | $2,072,183,805 | — | $2,072,183,805 |
| 162 | ENVOI LLC | $1,768,252 | $2,065,317,982 | — | $2,065,317,982 |
| 163 | LOGAN CAPITAL MANAGEMENT, INC. | $1,414,620 | $1,544,818,644 | $514,867,866 | $2,059,686,510 |
| 164 | THE BURNEY COMPANY | $485,636 | $2,055,696,158 | — | $2,055,696,158 |
| 165 | GEOWEALTH MANAGEMENT LLC | $162,534 | $348,904,049 | $1,699,184,958 | $2,048,089,007 |
| 166 | CHICAGO CAPITAL, LLC | $1,713,297 | $2,041,974,366 | $1,988,696 | $2,043,963,062 |
| 167 | THE CLARIUS GROUP, LLC | $3,590,416 | $1,367,396,981 | $671,959,108 | $2,039,356,089 |
| 168 | MORTON CAPITAL MANAGEMENT, LLC | $740,817 | $1,950,153,486 | $86,351,098 | $2,036,504,584 |
| 169 | BUCKHEAD CAPITAL MANAGEMENT, LLC | $14,309,572 | $1,876,500,802 | $155,458,386 | $2,031,959,188 |
| 170 | IWP WEALTH MANAGEMENT LLC | $40,630,500 | $188,973,019 | $1,842,551,958 | $2,031,524,977 |
| 171 | RESOURCE CONSULTING GROUP | $889,343 | $2,030,370,126 | — | $2,030,370,126 |
| 172 | TEAM HEWINS, LLC | $1,863,064 | $1,072,051,853 | $951,235,812 | $2,023,287,665 |
| 173 | FILAMENT, LLC | $3,805,466 | $1,255,714,033 | $749,766,663 | $2,005,480,696 |
| 174 | CARDIFF PARK ADVISORS | $911,042 | $150,927,888 | $1,844,253,259 | $1,995,181,147 |
| 175 | COBBLESTONE CAPITAL ADVISORS, LLC | $824,202 | $1,933,035,300 | $59,885,245 | $1,992,920,545 |
| 176 | RETIREMENT INCOME SOLUTIONS, INC. | $1,633,403 | $1,966,617,358 | — | $1,966,617,358 |
| 177 | BATTERY GLOBAL ADVISORS, LLC | $26,567,568 | $997,100,000 | $968,900,000 | $1,966,000,000 |
| 178 | BIRCH HILL INVESTMENT ADVISORS LLC | $1,692,594 | $1,960,763,981 | $2,644,796 | $1,963,408,777 |
| 179 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,142,080 | $1,753,894,888 | $201,345,718 | $1,955,240,606 |
| 180 | RINET COMPANY, LLC | $1,185,436 | $1,822,627,490 | $122,673,074 | $1,945,300,564 |
| 181 | CHESLEY, TAFT & ASSOCIATES, LLC | $1,225,497 | $1,797,142,947 | $146,494,732 | $1,943,637,679 |
| 182 | NORTH STAR ASSET MANAGEMENT INC | $814,929 | $1,891,452,136 | $45,633,426 | $1,937,085,562 |
| 183 | DONALDSON CAPITAL MANAGEMENT LLC | $594,402 | $1,775,255,918 | $159,522,732 | $1,934,778,650 |
| 184 | CIRCLE WEALTH MANAGEMENT, LLC | $3,471,910 | $1,192,653,808 | $727,312,698 | $1,919,966,506 |
| 185 | YALE CAPITAL CORP. | $18,042,448 | $1,912,499,533 | — | $1,912,499,533 |
| 186 | GOELZER INVESTMENT MANAGEMENT | $1,463,445 | $1,827,416,529 | $57,501,095 | $1,884,917,624 |
| 187 | WATERS, PARKERSON & CO., LLC | $1,109,247 | $1,765,127,542 | $117,264,781 | $1,882,392,323 |
| 188 | RADNOR FINANCIAL ADVISORS, LLC | $699,730 | $1,871,078,384 | — | $1,871,078,384 |
| 189 | FARR MILLER & WASHINGTON LLC | $1,551,117 | $1,797,617,181 | $66,824,998 | $1,864,442,179 |
| 190 | CAPITAL COUNSEL LLC | $3,080,947 | $1,822,423,960 | $7,658,475 | $1,830,082,435 |
| 191 | GIBSON CAPITAL, LLC | $2,096,833 | $1,725,280,126 | $98,964,956 | $1,824,245,082 |
| 192 | COVENANT | $1,028,460 | $1,760,738,251 | $53,465,890 | $1,814,204,141 |
| 193 | ARGENT WEALTH MANAGEMENT, LLC | $923,664 | $1,653,948,483 | $140,730,753 | $1,794,679,236 |
| 194 | WINDROSE ADVISORS LLC | $22,675,166 | $377,273,459 | $1,414,064,670 | $1,791,338,129 |
| 195 | PEGASUS PARTNERS | $794,851 | $1,695,304,695 | $94,699,202 | $1,790,003,897 |
| 196 | MERITAGE PORTFOLIO MANAGEMENT, INC. | $1,413,814 | $1,742,509,115 | $47,378,900 | $1,789,888,015 |
| 197 | BRAGG FINANCIAL ADVISORS INC | $1,408,009 | $1,775,499,964 | — | $1,775,499,964 |
| 198 | COLONY FAMILY OFFICES, LLC | $4,794,873 | $1,743,378,518 | $30,724,549 | $1,774,103,067 |
| 199 | LAIRD NORTON WEALTH MANAGEMENT | $1,256,300 | $1,499,434,619 | $270,692,417 | $1,770,127,036 |
| 200 | SUMMITRY, LLC | $1,245,962 | $1,708,745,750 | $60,520,974 | $1,769,266,724 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
