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.

Filters

# of employees

MinMax

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
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
2Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
3Pinnacle Associates, Ltd.$1,228,377$5,323,786,659$5,323,786,659
4Cornerstone Advisors Inc$872,913$3,639,172,397$3,639,172,397
5Alesco Advisors Llc$2,918,846$3,368,348,349$3,368,348,349
6Anchor Capital Advisors Llc$635,158$2,964,915,217$2,964,915,217
7Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
8Motley Fool Wealth Management, Llc$331,029$1,509,494,032$1,509,494,032
9Cadinha & Co Llc$309,306$1,432,707,520$1,432,707,520
10Smith, Salley & Associates, Llc$1,229,161$1,377,889,908$1,377,889,908
11Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
12Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
13Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
14Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
15Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
16Port Capital Llc$2,731,853$1,010,785,577$1,010,785,577
17Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
18Fundx Investment Group, Llc$1,118,518$809,807,001$809,807,001
19Klcm Advisors, Inc.$1,650,203$759,093,361$759,093,361
20Towneley Capital Management, Inc.$2,153,559$723,595,985$723,595,985
21Estabrook Capital Management Llc$731,021$721,517,474$721,517,474
22Matrix Asset Advisors Inc$1,446,355$717,392,000$717,392,000
23REDW Stanley Financial Advisors$665,449$662,121,697$662,121,697
24Pwa Wealth Management$279,951$649,485,152$649,485,152
25Apella Capital$277,413$549,000,000$549,000,000
26First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
27Mitchell Capital Management Co$965,442$519,407,855$519,407,855
28Allen Capital Group, LLC$110,970$510,240,808$510,240,808
29Ami Investment Management Inc$1,857,838$501,616,355$501,616,355
30Financial Concepts$124,787$483,547,892$483,547,892
31Financial Plan, Inc.$215,087$465,878,923$465,878,923
32Doliver Advisors, L.P.$1,448,325$433,049,189$433,049,189
33The Joseph Group Capital Management$791,719$417,236,134$417,236,134
34Indie Asset Partners, Llc$539,547$367,431,559$367,431,559
35Walter & Keenan Finanical Consulting Co$1,992,953$360,724,408$360,724,408
36Ellevest$10,406$356,505,873$356,505,873
37Capita Financial Network, Llc$225,455$343,818,665$343,818,665
38Mcilrath & Eck, Llc$164,508$308,288,873$308,288,873
39Capstone Wealth Advisors, Llc$121,949$304,628,523$304,628,523
40Parsons Capital Management, Llc$229,610$300,788,604$300,788,604
41Winning Points Advisors, L.L.C.$535,383$267,155,930$267,155,930
42Nwk Group$934,078$264,343,963$264,343,963
43Peak Capital Management, Llc$692,181$242,263,409$242,263,409
44Harold Davidson & Associates Inc$569,933$241,651,800$241,651,800
45Decisionpoint Financial, Llc$658,009$230,961,022$230,961,022
46Socha Financial Group, Llc$326,100$230,552,877$230,552,877
47Ruggie Wealth Management$508,643$219,733,623$219,733,623
48Stonehearth Capital Management$111,455$207,417,582$207,417,582
49Taylor Financial Group, Inc.$229,000$201,978,419$201,978,419
50Holistic Financial Partners, Llc$340,886$201,804,656$201,804,656
Next Page »

Showing 1 to 50 of 305 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.