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, L.P.$500,041,890$19,288,071,368$713,604,226$20,001,675,594
5Private Advisor Group, Llc$238,446$19,360,330,580$38,481,254$19,398,811,834
6Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
7Appleton Partners,Inc.$1,673,906$10,189,067,277$10,189,067,277
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$793,353$4,973,528,399$4,973,528,399
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
13Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
14Tcg Advisors, Lp$1,625,702$2,133,105,051$684,236,218$2,817,341,269
15Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
16Cambridge Associates Ltd Llc$263,854,570$2,374,691,130$2,374,691,130
17Roosevelt Investments$480,003$1,989,933,600$129,757,657$2,119,691,257
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
22Logan Capital Management, Inc.$1,679,234$1,030,365,552$400,342,113$1,430,707,665
23The Wealth Consulting Group$215,431$1,295,086,137$113,399,636$1,408,485,773
24Rocky Mountain Advisers, Llc$5,440,614$1,376,255,531$219,915$1,376,475,446
25Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
26Efficient Advisors$178,997$1,075,054,158$1,075,054,158
27Retirement Management Systems$399,778$1,057,815,736$2,795,094$1,060,610,830
28Buckhead Capital Management, Llc$7,202,969$864,661,760$122,144,946$986,806,706
29Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
30Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
31Syntrinsic Investment Counsel, Llc.$2,152,829$532,692,429$352,120,112$884,812,541
32Cabana Asset Management$89,586$777,233,641$95,605,880$872,839,521
33The Retirement Planning Group, Inc.$265,197$861,888,786$861,888,786
34Dean Investments$1,531,454$794,824,537$794,824,537
35Corrigan Financial Inc$722,932$732,132,000$3,813,000$735,945,000
36Dividend Assets Capital, Llc$740,484$713,000,435$4,528,447$717,528,882
37Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
38Sound Income Strategies, Llc$91,300$655,348,129$52,045,467$707,393,596
39Hfm Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
40Private Asset Management Inc$501,709$696,873,252$696,873,252
41Nextcapital Advisers$86,174$687,495,947$687,495,947
42Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
43Brookfield Investment Partners, Llc$17,073,427$648,790,222$648,790,222
44Charles Pratt & Company, L.L.C.$953,162$478,346,485$139,302,720$617,649,205
45Mcgowan Group Asset Management, Inc.$307,307$587,088,298$27,832,231$614,920,529
46Kings Path Partners Llc$4,173,932$125,695,205$462,829,197$588,524,402
47Generation Capital Management Llc$2,300,476$67,925,487$486,489,218$554,414,705
48Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
493D Asset Management, Inc.$353,126$532,866,398$532,866,398
50Premier Financial Group Inc$489,156$426,246,085$99,596,263$525,842,348
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Showing 1 to 50 of 141 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.