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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
2Aperio Group$4,925,444$24,735,579,836$24,735,579,836
3BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
4Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
5RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
6Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
7Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351
8Mill Creek Capital Advisors$16,685,607$5,083,322,190$539,727,276$5,623,049,466
9Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
10Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
11Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
12Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
13Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
14Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
15Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
16EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
17Orgel Wealth Management$567,014$4,191,363,849$4,191,363,849
18Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
19Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
20Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
21H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
22HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
23South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
24Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
25Massey, Quick & Co.$3,593,665$1,997,544,311$978,010,595$2,975,554,906
26Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345
27Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
28Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
29Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
30Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
31Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
32David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
33Parallel Advisors$363,016$2,386,830,147$2,386,830,147
34Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
35MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
36Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
37Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
38Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
39Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
40Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
41Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
42Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
43Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
44New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
45Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
46Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
47The Burney Company$389,195$1,684,823,900$1,684,823,900
48Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826
49Donaldson Capital Management$504,399$1,540,367,805$72,699,967$1,613,067,772
50Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
Next Page »

Showing 1 to 50 of 762 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.