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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
52Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
53Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
54Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
55CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
56Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
57Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
58Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
59Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
60Northeast Financial Consultants, LLC$2,714,449$3,779,121,540$31,964,450$3,811,085,990
61R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
62F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
63JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
64Becker Capital Management Inc$2,562,018$3,574,014,983$3,574,014,983
65Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
66Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
67Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
68Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
69Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
70Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
71Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
72Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
73Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
74Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
75Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
76Exencial Wealth Advisors, LLC$540,655$3,200,069,045$289,856,400$3,489,925,445
77Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
78TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
79Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
80Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
81WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
82Simon Quick Advisors, LLC$3,330,063$3,089,162,908$770,379,744$3,859,542,652
83Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
84Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
85Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
86Manchester Capital Management LLC$2,294,986$3,026,475,470$590,421,700$3,616,897,170
87Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
88Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
89Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
90Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
91Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
92Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
93TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
94Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
95Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
96Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
97Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
98CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
99Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
100Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
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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.