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
1Jasper Ridge Partners$500,041,890$19,288,071,368$713,604,226$20,001,675,594
2Cambridge Associates Ltd. LLC$263,854,570$2,374,691,130$2,374,691,130
3Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
4Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
5Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
6Brookfield Investment Partners$17,073,427$648,790,222$648,790,222
7Conifer Investments Ltd.$12,696,576$35,602,172$218,329,341$253,931,513
8Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
9Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
10SWM Advisors$7,530,683$307,342,097$16,477,279$323,819,376
11Equitas Capital Advisors,LLC$7,292,939$84,725,088$250,750,120$335,475,208
12Capital Management Llc$7,202,969$864,661,760$122,144,946$986,806,706
13Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
14Rocky Mountain Advisers$5,440,614$1,376,255,531$219,915$1,376,475,446
15Anchor Capital$4,719,136$415,283,993$415,283,993
16Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
17HFM Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
18Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
19Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
20Generation Capital Management LLC$2,300,476$67,925,487$486,489,218$554,414,705
21Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
22Syntrinsic Investment Counsel$2,152,829$532,692,429$352,120,112$884,812,541
23Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
24Intrepid Capital Management Inc$1,683,499$489,234,224$12,448,438$501,682,662
25Appleton Partners,Inc.$1,627,172$9,650,758,503$9,650,758,503
26TCG Advisors, LP$1,625,702$2,133,105,051$684,236,218$2,817,341,269
27Raskob Kambourian Financial Advisors, Ltd..$1,613,413$53,811,000$94,623,000$148,434,000
28Dean Investments$1,531,454$794,824,537$794,824,537
29Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
30Northwest Investment Counselors$1,313,702$413,816,000$413,816,000
31Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
32Beirne Wealth Consulting Services, LLC$1,050,189$354,425,321$1,235,561,064$1,589,986,385
33Guardian Wealth Management, Inc.$963,649$226,457,614$226,457,614
34Charles Pratt & Company$953,162$478,346,485$139,302,720$617,649,205
35Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
36Benemark, Inc$838,770$194,594,709$194,594,709
37Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
38Epsilon Financial Group, Inc.$821,607$329,464,469$329,464,469
39Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
40Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
41Dividend Assets Capital, LLC$740,484$713,000,435$4,528,447$717,528,882
42Corrigan Financial Inc$722,932$732,132,000$3,813,000$735,945,000
43Invesco, LLC$676,011$126,414,028$126,414,028
44Vansant Mewshaw$649,530$296,835,093$296,835,093
45Kayne Anderson Rudnick Investment Management$645,985$17,840,299,332$4,981,721,014$22,822,020,346
46Traynor Capital Management$626,168$290,000,000$45,000,000$335,000,000
47Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
48Oldfather Financial Services$592,882$188,552,398$7,691,633$196,244,031
49Yukon Wealth Management$575,392$156,363,196$18,555,848$174,919,044
50Jacobsen Capital Management$567,698$245,245,716$245,245,716
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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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