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
1Financial Engines Advisors$128,980$181,000,000,000$181,000,000,000
2Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
3Kayne Anderson Rudnick Investment Management$645,985$17,840,299,332$4,981,721,014$22,822,020,346
4Jasper Ridge Partners$500,041,890$19,288,071,368$713,604,226$20,001,675,594
5Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
6Private Advisor Group, Llc$215,573$16,466,519,857$35,630,351$16,502,150,208
7Appleton Partners,Inc.$1,627,172$9,650,758,503$9,650,758,503
8Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
9AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
10Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
11Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
12Global Financial Private Capital, LLC$96,407$3,555,568,110$3,555,568,110
13Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
14Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
15TCG Advisors, LP$1,625,702$2,133,105,051$684,236,218$2,817,341,269
16Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
17Cambridge Associates Ltd. LLC$263,854,570$2,374,691,130$2,374,691,130
18Raub Brock Capital Management, LP$327,986$464,835,537$1,447,979,878$1,912,815,415
19Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
20Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
21Beirne Wealth Consulting Services, LLC$1,050,189$354,425,321$1,235,561,064$1,589,986,385
22The Wealth Consulting Group$215,431$1,295,086,137$113,399,636$1,408,485,773
23Rocky Mountain Advisers$5,440,614$1,376,255,531$219,915$1,376,475,446
24Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
25Efficient Advisors$178,997$1,075,054,158$1,075,054,158
26Capital Management Llc$7,202,969$864,661,760$122,144,946$986,806,706
27Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
28Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
29Syntrinsic Investment Counsel$2,152,829$532,692,429$352,120,112$884,812,541
30Dean Investments$1,531,454$794,824,537$794,824,537
31The Retirement Planning Group, Inc.$256,784$792,435,908$792,435,908
32Corrigan Financial Inc$722,932$732,132,000$3,813,000$735,945,000
33Dividend Assets Capital, LLC$740,484$713,000,435$4,528,447$717,528,882
34Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
35Mainstay Capital Management, Llc$91,300$655,348,129$52,045,467$707,393,596
36HFM Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
37Private Asset Management Inc$501,709$696,873,252$696,873,252
38NextCapital Advisers$86,174$687,495,947$687,495,947
39Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
40Brookfield Investment Partners$17,073,427$648,790,222$648,790,222
41Cabana Asset Management$103,724$563,981,794$76,719,868$640,701,662
42Charles Pratt & Company$953,162$478,346,485$139,302,720$617,649,205
43McGowan Group Asset Management$307,307$587,088,298$27,832,231$614,920,529
44Generation Capital Management LLC$2,300,476$67,925,487$486,489,218$554,414,705
45Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
46Premier Financial Group Inc$489,156$426,246,085$99,596,263$525,842,348
47ALPha & Omega$5,005$495,145,827$12,274,025$507,419,852
48Intrepid Capital Management Inc$1,683,499$489,234,224$12,448,438$501,682,662
49Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
50Anchor Capital$4,719,136$415,283,993$415,283,993
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Showing 1 to 50 of 121 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.

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