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
1East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
2Summit Rock Advisors$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
3Qp Global Family Offices, LLC$67,457,410$337,287,052$337,287,052
4Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
5Bbr Partners, Llc$16,241,379$457,000,000$14,000,000$471,000,000
6Chao & Company, Ltd..$6,060,499$104,069,818$17,140,166$121,209,984
7Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
8Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
9CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
10Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
11Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
12Peavine Capital, LLC$2,917,127$311,000,000$217,000,000$528,000,000
13Foundation Resource Management, Inc.$2,792,977$1,140,361,243$136,029,258$1,276,390,501
14Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
15Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
16Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
17Towneley Capital Management$2,153,559$723,595,985$723,595,985
18Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
19Oak Wealth Advisors LLC$1,925,393$117,449,000$117,449,000
20AMI Investment Management Inc$1,857,838$501,616,355$501,616,355
21Waypoint Advisors$1,763,150$169,262,419$169,262,419
22Tolleson Private Wealth Management$1,729,339$5,439,770,306$123,513,227$5,563,283,533
23Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
24Everest Wealth Management$1,559,916$106,074,285$106,074,285
25Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
26Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
27Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
28IMS Capital Management$1,245,933$273,411,125$35,580,219$308,991,344
29Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
30Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
31First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
32Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
33Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
34FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
35Quantum Capital Management$1,082,383$200,240,810$200,240,810
36F.L.Putnam Investment Management Co.$1,033,912$1,865,877,016$11,707,537$1,877,584,553
37Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
38Springwater Wealth Management, LLC$996,667$117,282,000$32,218,000$149,500,000
39Estate & Trust Advisors$984,546$122,572,219$25,109,622$147,681,841
40Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
41Covington Investment Advisors, Inc.$955,819$340,943,939$9,841,684$350,785,623
42Crescent Capital Consulting$953,048$326,356,957$291,218,372$617,575,329
43NWK Group$934,078$264,343,963$264,343,963
44Cannon Capital Management, Inc.$867,532$69,261,262$60,000,968$129,262,230
45Contravisory Investment Management, Inc.$843,096$303,359,491$74,347,403$377,706,894
46Altschuler Financial Services$819,511$135,063,143$8,351,209$143,414,352
47The Joseph Group Capital Management$791,719$417,236,134$417,236,134
48Tax Efficient Asset Management Solution, Inc.$720,092$136,097,380$136,097,380
49Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
50Financial Partners Group$698,601$166,267,122$166,267,122
Next Page »

Showing 1 to 50 of 259 entries

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

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.

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.