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


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
1Fisher Investments$2,240,430$96,031,566,281$0$96,031,566,281
2Private Advisor Group, Llc$225,576$16,813,201,387$6,427,227$16,819,628,614
3Summit Rock Advisors$104,506,352$6,421,259,471$6,955,553,518$13,376,812,989
4Bahl & Gaynor Inc$5,308,629$10,832,882,456$819,557,990$11,652,440,446
5Johnson Investment Counsel, Inc.$1,041,126$10,420,633,000$0$10,420,633,000
6FCI Advisors$689,677$7,201,326,073$1,064,455,391$8,265,781,464
7Personal Capital Advisors Corporation$177,889$7,912,150,632$0$7,912,150,632
8Global Financial Private Capital, LLC$99,725$5,790,555,183$0$5,790,555,183
9Tolleson Private Wealth Management$1,639,314$5,411,003,659$193,811,430$5,604,815,089
10Litman Gregory Asset Management, LLC$3,937,555$1,735,457,677$3,269,175,142$5,004,632,819
11Scharf Investments, LLC$2,432,449$3,716,008,245$1,277,809,195$4,993,817,440
12Becker Capital Management, Inc.$3,771,233$4,238,865,579$0$4,238,865,579
13H.M. Payson$1,375,445$3,116,845,613$471,690,348$3,588,535,961
14Bridges Investment Management Inc$2,487,248$3,360,630,738$101,618,035$3,462,248,773
15Anchor Capital Advisors LLC$658,370$3,445,907,852$0$3,445,907,852
16Alesco Advisors$3,076,049$3,306,752,612$0$3,306,752,612
17CM Wealth Advisors Inc.$5,494,599$2,864,050,857$256,881,417$3,120,932,274
18Wilbanks, Smith & Thomas Asset Management$813,248$2,900,964,839$59,258,558$2,960,223,397
19Zhang Financial$692,813$1,289,331,374$1,493,696,709$2,783,028,083
20Hanson Mcclain Advisors$265,879$2,353,706,222$132,264,592$2,485,970,814
21Aureus Asset Management$5,545,545$914,869,800$1,403,168,083$2,318,037,883
22Beaumont Financial Partners$701,215$1,543,311,198$476,888,625$2,020,199,823
23Welch Hornsby, Inc.$114,825$1,929,182,721$0$1,929,182,721
24F.L.Putnam Investment Management Co.$1,072,663$1,784,599,312$4,603,241$1,789,202,553
25Cary Street Partners$360,896$799,735,310$976,956,980$1,776,692,290
26Courier Capital, LLC$1,263,070$1,336,598,346$348,337,216$1,684,935,562
27Leavell Investment Management, Inc.$1,184,380$1,498,756,308$151,084,827$1,649,841,135
28Mcf Advisors, LLC$923,812$1,003,656,238$545,577,156$1,549,233,394
29Polaris Greystone Financial Group$388,113$1,422,462,063$30,634,000$1,453,096,063
30Colorado Financial Management$1,936,295$1,446,920,744$3,363,927$1,450,284,671
31Vista Capital Partners, Inc.$718,292$1,365,473,010$0$1,365,473,010
32Motley Fool Wealth Management, LLC$348,748$1,348,958,845$0$1,348,958,845
33Smith, Salley & Associates$1,413,494$1,345,646,123$0$1,345,646,123
34The Wealth Consulting Group$224,981$1,303,160,214$27,380,082$1,330,540,296
35Century Management Financial Advisors$1,267,205$1,316,625,846$0$1,316,625,846
36Summit Financial Strategies Inc$1,622,798$971,422,544$218,088,714$1,189,511,258
37Nottingham Advisors Inc.$510,029$1,169,810,725$6,316,707$1,176,127,432
38Stonebridge Capital Advisors LLC$760,957$1,144,478,326$27,395,190$1,171,873,516
39FBB Capital Partners$421,539$1,047,659,045$87,544,702$1,135,203,747
40Iht Wealth Management LLC$155,080$1,063,541,876$0$1,063,541,876
41Corda Investment Management, LLC$835,200$1,008,000,000$36,000,000$1,044,000,000
42Mitchell, McLeod, Pugh & Williams, Inc.$853,202$723,359,242$320,106,272$1,043,465,514
43Total Investment Management, Inc.$437,429$1,010,023,110$0$1,010,023,110
45Edgemoor Investment Advisors$1,111,309$949,058,020$0$949,058,020
46Efficient Advisors$199,715$937,261,903$0$937,261,903
47The Institute$258,940$825,304,312$100,923,156$926,227,468
48FundX Investment Group, LLC$1,300,906$882,014,209$0$882,014,209
49Private Asset Management Inc$509,800$866,151,000$0$866,151,000
50Investor Solutions$665,517$642,181,436$218,332,306$860,513,742
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Showing 1 to 50 of 267 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 2,172 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.


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