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
2Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
3Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
4FCI Advisors$694,268$7,490,447,883$1,122,635,661$8,613,083,544
5Summit Rock Advisors$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
6Tolleson Private Wealth Management$1,729,339$5,439,770,306$123,513,227$5,563,283,533
7Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
8Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
9Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
10Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
11Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
12Anchor Capital Advisors LLC$635,158$2,964,915,217$2,964,915,217
13CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
14Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
15F.L.Putnam Investment Management Co.$1,033,912$1,865,877,016$11,707,537$1,877,584,553
16Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
17Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
18Motley Fool Wealth Management, LLC$331,029$1,509,494,032$1,509,494,032
19East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
20Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
21Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
22Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
23Beaumont Financial Partners$608,303$1,365,137,195$464,639,587$1,829,776,782
24Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
25Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
26Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
27Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
28Wealthcare Capital Management LLC$209,481$1,238,276,613$25,731,983$1,264,008,596
29Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
30Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
31Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
32Foundation Resource Management, Inc.$2,792,977$1,140,361,243$136,029,258$1,276,390,501
33Nottingham Advisors Inc.$506,715$1,044,913,946$75,432,521$1,120,346,467
34Corda Investment Management, LLC$397,037$1,034,000,000$38,000,000$1,072,000,000
35Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
36FBB Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
37Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
38Mcf Advisors, LLC$401,136$982,434,034$568,757,874$1,551,191,908
39Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
40Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
41Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
42Laurel Wealth Advisors, Inc.$313,996$896,550,000$263,350,000$1,159,900,000
43Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
44FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
45The Institute$227,829$758,957,510$82,413,558$841,371,068
46Towneley Capital Management$2,153,559$723,595,985$723,595,985
47Ellenbecker Investment Group$154,048$698,726,834$13,436,475$712,163,309
48CJM Wealth Advisers, Ltd..$346,659$692,383,119$26,240,684$718,623,803
49REDW Stanley Financial Advisors$665,449$662,121,697$662,121,697
50Dhr Investment Counsel Ltd$279,951$649,485,152$649,485,152
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Showing 1 to 50 of 259 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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