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.

Filters

# of employees

MinMax

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Engines Advisors$136,038$169,000,000,000$0$169,000,000,000
2Chevy Chase Trust Company$8,384,277$29,990,558,415$0$29,990,558,415
3Kayne Anderson Rudnick Investment Management$777,847$18,856,313,984$5,022,807,092$23,879,121,076
4Jasper Ridge Partners$448,164,428$17,715,432,511$659,309,016$18,374,741,527
5Appleton Partners,Inc.$1,584,787$9,144,218,642$0$9,144,218,642
6Gresham Partners$42,031,046$4,208,007,534$2,727,115,111$6,935,122,645
7Pinnacle Associates, Ltd..$1,563,182$6,496,586,132$0$6,496,586,132
8Zacks Investment Management$811,347$4,774,778,847$0$4,774,778,847
9Seven Post Investment Office$14,556,069$4,435,399,066$237,098,935$4,672,498,001
10Finaccess Advisors$36,574,400$0$4,388,928,000$4,388,928,000
11Symmetry Partners$203,157$4,376,000,000$0$4,376,000,000
12Cornerstone Advisors Inc$892,555$3,701,427,589$0$3,701,427,589
13Pacific Portfolio Consulting, LLC$12,893,461$815,561,533$2,833,287,983$3,648,849,516
14AE Wealth Management, LLC$96,867$2,759,050,999$0$2,759,050,999
15The Pacific Financial Group, Inc.$146,479$2,523,525,417$27,556,566$2,551,081,983
16Pensionmark Financial Group, Llc$833,666$2,396,789,735$0$2,396,789,735
17Beirne Wealth Consulting Services, LLC$710,140$890,427,128$1,404,745,814$2,295,172,942
18Pinnacle Advisory Group, Inc.$350,622$2,050,437,552$0$2,050,437,552
19Northcoast Asset Management LLC$337,444$1,781,703,514$0$1,781,703,514
20TCG Advisors, LP$1,515,491$1,534,353,977$231,192,740$1,765,546,717
21Cambridge Associates Ltd. LLC$425,238,915$0$1,700,955,660$1,700,955,660
22Foundation Resource Management, Inc.$3,798,710$1,595,285,583$95,140,311$1,690,425,894
23Wealthplan Advisors$3,074,904$228,170,143$1,263,158,214$1,491,328,357
24Rocky Mountain Advisers$6,865,906$1,448,209,654$496,468$1,448,706,122
25Raub Brock Capital Management, LP$306,838$1,083,750,198$191,159,954$1,274,910,152
26California Financial Advisors$440,342$743,627,147$345,339,650$1,088,966,797
27Wall Capital Group, Inc.$2,287,466$332,573,329$728,810,808$1,061,384,137
28Reliant Investment Management, LLC$2,433,448$752,303,315$228,376,067$980,679,382
29Dividend Assets Capital, LLC$927,605$935,587,834$5,931,108$941,518,942
30Syntrinsic Investment Counsel$2,254,981$556,983,711$372,068,383$929,052,094
31Intrepid Capital Management Inc$2,829,961$845,213,214$12,265,105$857,478,319
32Cornerstone Management, Inc.$588,701$847,489,826$1,417,320$848,907,146
33Dean Investments$1,590,712$819,216,904$0$819,216,904
34Sharkey Howes & Javer Inc$275,263$645,477,627$139,572,760$785,050,387
35Anchor Capital$7,219,516$758,049,189$0$758,049,189
36The Retirement Planning Group, Inc.$297,818$729,655,001$0$729,655,001
37Meyers Wealth Management, LLC$1,465,795$699,500,000$29,000,000$728,500,000
38Sloy Dahl & Holst Inc$961,708$530,192,012$164,161,365$694,353,377
39Brookfield Investment Partners$20,723,529$663,152,928$0$663,152,928
40Charles Pratt & Company$1,027,131$500,697,479$160,775,139$661,472,618
41Castlekeep Investment Advisors$4,293,980$99,910,000$552,775,000$652,685,000
42Burt Wealth Advisors$574,624$607,377,710$0$607,377,710
43Sloan Investment Management$1,000,069$584,985,282$2,055,314$587,040,596
44Ruggie Wealth Management$296,228$578,580,848$2,617,900$581,198,748
45Generation Capital Management LLC$2,877,676$69,213,770$509,199,066$578,412,836
46Winthrop Capital Management$1,544,207$554,452,317$18,448,571$572,900,888
47Roof, Eidam & Maycock$532,762$530,893,187$19,982,718$550,875,905
48Kings Path Partners LLC$6,474,655$102,606,078$441,264,939$543,871,017
49AMI Investment Management Inc$2,361,505$512,446,604$0$512,446,604
50Cabana Asset Management$96,840$469,145,854$27,351,940$496,497,794
Next Page »

Showing 1 to 50 of 127 entries

Page 1 | 2 | 3

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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.