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
101Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
102Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
103Foster Group, Inc.$554,011$2,639,308,984$2,639,308,984
104Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
105Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
106Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
107Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
108Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
109Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
110Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
111Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
112McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
113Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
114ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
115CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
116Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
117True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
118Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
119Arlington Partners LLC$6,813,442$2,315,286,033$2,999,199,006$5,314,485,039
120Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
121Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
122Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
123Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
124Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
125Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
126Resource Consulting Group Inc$886,231$2,193,422,143$2,193,422,143
127Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
128Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
129North Star Asset Management Inc$916,465$2,125,601,296$50,087,201$2,175,688,497
130Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
131Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
132WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
133The Burney Company$536,246$2,085,998,868$2,085,998,868
134SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
135Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
136Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
137Donaldson Capital Management LLC$618,454$2,018,120,165$123,585,077$2,141,705,242
138Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
139Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
140Waters, Parkerson & Co., LLC$1,233,760$1,987,832,940$120,663,528$2,108,496,468
141Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
142Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
143Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
144INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
145Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
146Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
147Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
148Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
149The Welch Group, LLC$618,513$1,910,586,230$1,910,586,230
150Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
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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.