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$214,070,262$10,615,011,545$25,776,932,986$36,391,944,531
2Aperio Group$5,551,788$23,817,171,327$0$23,817,171,327
3Edelman Financial Services, LLC$252,931$21,729,061,354$0$21,729,061,354
4Veritable LP$5,032,885$15,209,521,170$422,619,245$15,632,140,415
5BBR Partners$4,437,250$12,214,800,000$1,984,400,000$14,199,200,000
6RMB Capital Management$646,700$8,394,878,066$774,037,439$9,168,915,505
7East End Advisors$208,658,618$1,011,222,663$5,457,194,499$6,468,417,162
8Churchill Management Group$360,824$5,859,512,356$132,685,663$5,992,198,019
9Mill Creek Capital Advisors$17,569,370$5,186,942,009$610,950,114$5,797,892,123
10Savant Capital Management$1,240,297$5,617,303,696$0$5,617,303,696
11Homrich Berg$663,650$4,937,834,217$658,728,186$5,596,562,403
12Fiduciary Counselling Inc$3,805,711$2,871,083,743$2,692,866,043$5,563,949,786
13Ferguson Wellman Capital Management, Inc.$1,930,412$5,152,269,992$0$5,152,269,992
14Seven Bridges Advisors LLC$37,312,256$2,295,813,217$2,629,404,593$4,925,217,810
15Altair Advisers$7,098,112$1,194,944,857$3,333,650,735$4,528,595,592
16Signature Family Wealth Advisors$24,744,924$4,404,596,410$0$4,404,596,410
17Orgel Wealth Management$588,143$4,248,159,287$0$4,248,159,287
18Freestone Capital Management, LLC$560,853$3,610,493,845$627,307,840$4,237,801,685
19Hartland & Co$1,530,665$3,029,399,037$1,020,740,684$4,050,139,721
20Plancorp$661,926$3,832,673,876$182,567,663$4,015,241,539
21Chilton Investment Services$3,611,498$3,907,202,000$43,777,000$3,950,979,000
22Index Fund Advisors, Inc.$606,780$3,825,745,903$0$3,825,745,903
23EP Wealth Advisors$500,278$3,494,000,000$106,000,000$3,600,000,000
24Brightworth, LLC$511,097$3,334,396,000$0$3,334,396,000
25South Texas Money Management, Ltd..$1,067,932$3,284,578,862$31,348,563$3,315,927,425
26Massey, Quick & Co.$4,790,723$1,876,909,842$1,150,826,986$3,027,736,828
27Cumberland Advisors$1,300,024$2,976,066,948$7,488,579$2,983,555,527
28Miller Investment Management, LP$12,641,139$1,475,363,901$1,507,944,968$2,983,308,869
29Advance Capital Management Inc$273,729$2,579,671,323$26,232,947$2,605,904,270
30HBKS Wealth Advisors$275,389$2,555,496,816$46,926,039$2,602,422,855
31David Vaughan Investments Inc$1,186,957$2,582,818,000$0$2,582,818,000
32Halbert Hargrove$738,035$2,366,924,782$156,418,350$2,523,343,132
33Mainstay Capital Management$684,022$2,282,197,694$192,593,046$2,474,790,740
34TFO Phoenix, Inc.$2,059,444$1,671,094,162$734,336,059$2,405,430,221
35Hamilton Capital Management Inc$394,295$2,379,335,135$11,276,978$2,390,612,113
36MRA Associates$1,175,866$1,677,712,513$699,888,991$2,377,601,504
37Frontier Investment Management Co$736,059$2,323,737,914$0$2,323,737,914
38Evergreen Capital Management LLC$1,334,456$2,172,329,466$124,269,522$2,296,598,988
39Wharton Business Group, LLC$7,828,156$2,026,800,575$259,021,113$2,285,821,688
40Destination Wealth Management$529,333$2,252,843,327$0$2,252,843,327
41Beacon Pointe Wealth Advisors$304,115$2,242,196,095$7,948,585$2,250,144,680
42Southeast Asset Advisors Inc$2,361,196$1,056,299,612$1,146,695,918$2,202,995,530
43Capital Investment Advisors, LLC$329,252$2,114,200,000$13,100,000$2,127,300,000
44Exencial Wealth Advisors$657,973$1,881,551,143$223,304,413$2,104,855,556
45Frontier Wealth Management, LLC$391,169$1,716,526,719$336,328,640$2,052,855,359
46Pure Financial Advisors, Inc.$247,052$1,993,173,447$23,759,261$2,016,932,708
47The Burney Company$433,638$1,939,227,098$0$1,939,227,098
48Parallel Advisors$355,698$1,875,594,591$0$1,875,594,591
49Team Hewins, LLC$1,634,810$912,491,914$951,191,853$1,863,683,767
50Cobblestone Capital Advisors$847,195$1,620,632,711$167,796,343$1,788,429,054
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Showing 1 to 50 of 763 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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