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, Lp$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
3Bahl & Gaynor Inc$5,558,948$11,931,897,822$848,124,311$12,780,022,133
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, Llc$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 Lp$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$251,487$4,080,810,765$127,565,874$4,208,376,639
13Cornerstone Advisors Inc$872,913$3,639,172,397$3,639,172,397
14Permanens Capital L.P.$64,402,357$2,674,114,967$932,417,041$3,606,532,008
15Alesco Advisors Llc$2,918,846$3,368,348,349$3,368,348,349
16Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
17Anchor Capital Advisors Llc$635,158$2,964,915,217$2,964,915,217
18Aureus Asset Management, Llc$5,155,374$907,019,594$1,928,435,977$2,835,455,571
19Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
20Cm Wealth Advisors Llc$5,101,321$2,380,198,057$262,286,206$2,642,484,263
21Beaumont Financial Partners Llc$697,540$1,569,567,490$548,861,400$2,118,428,890
22Fairview Capital$3,972,907$1,821,290,607$6,246,460$1,827,537,067
23Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
24Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
25Cary Street Partners$286,123$455,418,160$1,162,320,164$1,617,738,324
26Mcf Advisors, LLC$401,136$982,434,034$568,757,874$1,551,191,908
27Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
28Motley Fool Wealth Management, Llc$331,029$1,509,494,032$1,509,494,032
29Cadinha & Co Llc$309,306$1,432,707,520$1,432,707,520
30Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
31Smith, Salley & Associates, Llc$1,229,161$1,377,889,908$1,377,889,908
32Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
33Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
34Foundation Resource Management, Inc.$2,792,977$1,140,361,243$136,029,258$1,276,390,501
35Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
36Wealthcare Capital Management Llc$209,481$1,238,276,613$25,731,983$1,264,008,596
37Laurel Wealth Advisors, Inc.$319,909$1,066,036,385$178,409,768$1,244,446,153
38Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
39Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
40Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
41Fbb Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
42Nottingham Advisors Inc.$504,827$1,044,913,946$71,258,159$1,116,172,105
43Corda Investment Management, Llc$397,037$1,034,000,000$38,000,000$1,072,000,000
44Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
45Port Capital Llc$2,731,853$1,010,785,577$1,010,785,577
46Embree Financial Group$2,366,772$352,310,394$648,834,220$1,001,144,614
47Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
48Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
49The Institute$231,713$773,536,080$82,413,558$855,949,638
50Fundx Investment Group, Llc$1,118,518$809,807,001$809,807,001
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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.