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
1Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
2Summit Rock Advisors$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
3Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
4Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
5FCI Advisors$694,268$7,490,447,883$1,122,635,661$8,613,083,544
6East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
7Tolleson Private Wealth Management$1,729,339$5,439,770,306$123,513,227$5,563,283,533
8Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
9Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
10Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
11Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
12Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
13Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
14Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
15Anchor Capital Advisors LLC$635,158$2,964,915,217$2,964,915,217
16Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
17Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
18CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
19F.L.Putnam Investment Management Co.$1,033,912$1,865,877,016$11,707,537$1,877,584,553
20Beaumont Financial Partners$608,303$1,365,137,195$464,639,587$1,829,776,782
21Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
22Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
23Cary Street Partners$286,123$455,418,160$1,162,320,164$1,617,738,324
24Mcf Advisors, LLC$401,136$982,434,034$568,757,874$1,551,191,908
25Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
26Motley Fool Wealth Management, LLC$331,029$1,509,494,032$1,509,494,032
27Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
28Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
29Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
30Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
31Foundation Resource Management, Inc.$2,792,977$1,140,361,243$136,029,258$1,276,390,501
32Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
33Wealthcare Capital Management LLC$209,481$1,238,276,613$25,731,983$1,264,008,596
34Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
35Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
36Laurel Wealth Advisors, Inc.$313,996$896,550,000$263,350,000$1,159,900,000
37Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
38FBB Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
39Nottingham Advisors Inc.$506,715$1,044,913,946$75,432,521$1,120,346,467
40Corda Investment Management, LLC$397,037$1,034,000,000$38,000,000$1,072,000,000
41Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
42Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
43Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
44Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
45The Institute$227,829$758,957,510$82,413,558$841,371,068
46FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
47Towneley Capital Management$2,153,559$723,595,985$723,595,985
48CJM Wealth Advisers, Ltd..$346,659$692,383,119$26,240,684$718,623,803
49Ellenbecker Investment Group$154,048$698,726,834$13,436,475$712,163,309
50Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
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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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