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
151Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
152Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
153Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
154Meritage Portfolio Management, Inc.$1,475,504$1,866,137,155$81,527,555$1,947,664,710
155Farr Miller & Washington LLC$1,500,162$1,864,082,576$8,120,124$1,872,202,700
156Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
157Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
158Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
159Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
160Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
161Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
162Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
163Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
164New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
165Pegasus Partners Ltd.$828,422$1,748,466,452$278,681,389$2,027,147,841
166Vigilant Capital Management, LLC$1,259,925$1,746,255,482$1,746,255,482
167Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
168MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
169Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
170Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
171GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
172Resource Management, LLC$3,165,157$1,725,010,627$1,725,010,627
173Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
174Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
175Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
176Apella Capital, LLC$338,976$1,662,000,000$1,662,000,000
177ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
178Legacy Wealth Management Inc$515,590$1,645,351,172$92,185,594$1,737,536,766
179Tom Johnson Investment Management, LLC$328,725$1,642,967,252$1,642,967,252
180Leavell Investment Management, Inc.$1,007,327$1,641,551,189$247,187,047$1,888,738,236
181Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
182Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
183The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
184Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
185Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
186Acropolis Investment Management, L.L.C.$487,098$1,600,751,093$53,433,029$1,654,184,122
187Parsons Capital Management Inc$1,006,414$1,597,583,211$20,731,093$1,618,314,304
188TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
189Bedel Financial Consulting Inc$404,530$1,576,014,403$4,482,582$1,580,496,985
190Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
191PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
192McKinley Carter Wealth Services, Inc.$413,837$1,559,251,915$255,424,996$1,814,676,911
193Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
194AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
195Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
196Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
197BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
198Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
199Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
200Well Done, LLC$652,946$1,517,445,895$1,517,445,895
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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.