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.

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