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
1Aperio Group$4,925,444$24,735,579,836$24,735,579,836
2Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
3BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
4Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
5Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
6RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
7Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351
8Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
9Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
10Mill Creek Capital Advisors$16,685,607$5,083,322,190$539,727,276$5,623,049,466
11Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
12Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
13EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
14Orgel Wealth Management$567,014$4,191,363,849$4,191,363,849
15Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
16Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
17Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
18Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
19HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
20South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
21Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
22H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
23Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345
24Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
25David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
26Parallel Advisors$363,016$2,386,830,147$2,386,830,147
27Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
28Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
29Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
30Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
31Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
32Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
33Massey, Quick & Co.$3,593,665$1,997,544,311$978,010,595$2,975,554,906
34Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
35Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
36Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
37Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
38Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
39Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
40The Burney Company$389,195$1,684,823,900$1,684,823,900
41MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
42Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
43Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
44Donaldson Capital Management$504,399$1,540,367,805$72,699,967$1,613,067,772
45Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
46Farr Miller & Washington$1,343,364$1,505,292,700$4,648,251$1,509,940,951
47Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
48Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
49Waters, Parkerson & Co., LLC$914,740$1,431,372,665$100,817,010$1,532,189,675
50The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
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Showing 1 to 50 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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