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
151BEAUMONT FINANCIAL PARTNERS LLC$787,316$1,648,195,535$574,396,243$2,222,591,778
152SAGE FINANCIAL GROUP INC.$737,200$1,951,197,480$244,183,786$2,195,381,266
153MONTAG$1,713,996$1,913,201,271$234,436,216$2,147,637,487
154PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
155NEXTCAPITAL ADVISERS$103,736$2,129,384,165$2,129,384,165
156BARRETT ASSET MANAGEMENT, LLC$2,468,168$1,874,569,093$250,523,842$2,125,092,935
157NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC$863,279$1,606,554,074$514,523,611$2,121,077,685
158DYNAMIC WEALTH ADVISORS$263,406$1,781,091,553$335,637,641$2,116,729,194
159EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$476,504$2,094,399,225$1,741,087$2,096,140,312
160ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
161VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
162ENVOI LLC$1,768,252$2,065,317,982$2,065,317,982
163LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
164THE BURNEY COMPANY$485,636$2,055,696,158$2,055,696,158
165GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
166CHICAGO CAPITAL, LLC$1,713,297$2,041,974,366$1,988,696$2,043,963,062
167THE CLARIUS GROUP, LLC$3,590,416$1,367,396,981$671,959,108$2,039,356,089
168MORTON CAPITAL MANAGEMENT, LLC$740,817$1,950,153,486$86,351,098$2,036,504,584
169BUCKHEAD CAPITAL MANAGEMENT, LLC$14,309,572$1,876,500,802$155,458,386$2,031,959,188
170IWP WEALTH MANAGEMENT LLC$40,630,500$188,973,019$1,842,551,958$2,031,524,977
171RESOURCE CONSULTING GROUP$889,343$2,030,370,126$2,030,370,126
172TEAM HEWINS, LLC$1,863,064$1,072,051,853$951,235,812$2,023,287,665
173FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
174CARDIFF PARK ADVISORS$911,042$150,927,888$1,844,253,259$1,995,181,147
175COBBLESTONE CAPITAL ADVISORS, LLC$824,202$1,933,035,300$59,885,245$1,992,920,545
176RETIREMENT INCOME SOLUTIONS, INC.$1,633,403$1,966,617,358$1,966,617,358
177BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
178BIRCH HILL INVESTMENT ADVISORS LLC$1,692,594$1,960,763,981$2,644,796$1,963,408,777
179LEAVELL INVESTMENT MANAGEMENT, INC.$1,142,080$1,753,894,888$201,345,718$1,955,240,606
180RINET COMPANY, LLC$1,185,436$1,822,627,490$122,673,074$1,945,300,564
181CHESLEY, TAFT & ASSOCIATES, LLC$1,225,497$1,797,142,947$146,494,732$1,943,637,679
182NORTH STAR ASSET MANAGEMENT INC$814,929$1,891,452,136$45,633,426$1,937,085,562
183DONALDSON CAPITAL MANAGEMENT LLC$594,402$1,775,255,918$159,522,732$1,934,778,650
184CIRCLE WEALTH MANAGEMENT, LLC$3,471,910$1,192,653,808$727,312,698$1,919,966,506
185YALE CAPITAL CORP.$18,042,448$1,912,499,533$1,912,499,533
186GOELZER INVESTMENT MANAGEMENT$1,463,445$1,827,416,529$57,501,095$1,884,917,624
187WATERS, PARKERSON & CO., LLC$1,109,247$1,765,127,542$117,264,781$1,882,392,323
188RADNOR FINANCIAL ADVISORS, LLC$699,730$1,871,078,384$1,871,078,384
189FARR MILLER & WASHINGTON LLC$1,551,117$1,797,617,181$66,824,998$1,864,442,179
190CAPITAL COUNSEL LLC$3,080,947$1,822,423,960$7,658,475$1,830,082,435
191GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
192COVENANT$1,028,460$1,760,738,251$53,465,890$1,814,204,141
193ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
194WINDROSE ADVISORS LLC$22,675,166$377,273,459$1,414,064,670$1,791,338,129
195PEGASUS PARTNERS$794,851$1,695,304,695$94,699,202$1,790,003,897
196MERITAGE PORTFOLIO MANAGEMENT, INC.$1,413,814$1,742,509,115$47,378,900$1,789,888,015
197BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
198COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
199LAIRD NORTON WEALTH MANAGEMENT$1,256,300$1,499,434,619$270,692,417$1,770,127,036
200SUMMITRY, LLC$1,245,962$1,708,745,750$60,520,974$1,769,266,724
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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.