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
701Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
702Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
703Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
704GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
705Arlington Partners$2,265,906$1,272,374,109$152,880,823$1,425,254,932
706Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
707Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
708Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
709Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
710New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
711Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
712Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
713The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
714Waters, Parkerson & Co., LLC$914,740$1,431,372,665$100,817,010$1,532,189,675
715Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
716Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
717Farr Miller & Washington$1,343,364$1,505,292,700$4,648,251$1,509,940,951
718Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
719Donaldson Capital Management$504,399$1,540,367,805$72,699,967$1,613,067,772
720Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
721Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
722MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
723The Burney Company$389,195$1,684,823,900$1,684,823,900
724Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
725Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
726Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
727Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
728Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
729Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
730Massey, Quick & Co.$3,593,665$1,997,544,311$978,010,595$2,975,554,906
731Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
732Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
733Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
734Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
735Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
736Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
737Parallel Advisors$363,016$2,386,830,147$2,386,830,147
738David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
739Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
740Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345
741H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
742Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
743South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
744HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
745Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
746Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
747Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
748Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
749Orgel Wealth Management$567,014$4,191,363,849$4,191,363,849
750EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
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Showing 701 to 750 of 762 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 2,206 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.

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