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
51BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
52Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
53Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
54Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
55WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
56Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
57Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
58FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
59Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
60The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
61Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
62Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
63Financial Counselors Inc$975,405$11,314,380,325$1,089,840,960$12,404,221,285
64Argos Capital Partners, LLC$2,171,248$202,908,032$1,082,471,049$1,285,379,081
65CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
66Clayton Financial Group, LLC$462,962$55,909,317$1,046,865,460$1,102,774,777
67Bitterroot Capital Advisors LLC$70,699,785$42,457,419$1,018,039,359$1,060,496,778
68Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
69Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
70Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
71Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
72Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
73Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
74Embree Financial Group$2,767,278$577,499,322$911,296,278$1,488,795,600
75McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
76MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
77Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
78TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
79Bahl & Gaynor Inc$6,659,471$15,554,274,987$854,661,578$16,408,936,565
80American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
81CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
82QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
83Aspen Capital Management$785,038$785,038,007$785,038,007
84Simon Quick Advisors, LLC$3,330,063$3,089,162,908$770,379,744$3,859,542,652
85FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
86Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
87Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
88Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
89Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
90LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
91Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
92Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
93Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
94Generation Capital Management LLC$2,933,112$97,981,584$655,828,109$753,809,693
95Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
96Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
97THUN FINANCIAL ADVISORS$1,261,408$1,000,000$637,272,632$638,272,632
98Formula Folio Investments, LLC$151,803$2,830,280,439$636,742,811$3,467,023,250
99American Financial Advisors Inc$439,769$635,027,053$635,027,053
100Beaumont Financial Partners LLC$751,516$1,811,545,029$634,638,834$2,446,183,863
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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 Carline Murphy.

*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.