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
2Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
3Savant Capital Management$1,247,761$6,126,504,280$6,126,504,280
4Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
5Orgel Wealth Management, Llc$567,014$4,191,363,849$4,191,363,849
6Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
7Brightworth, Llc$511,191$3,335,519,000$3,335,519,000
8Linscomb & Williams$1,731,629$2,808,702,381$2,808,702,381
9David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
10Parallel Advisors, Llc$363,016$2,386,830,147$2,386,830,147
11Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
12The Burney Company$389,195$1,684,823,900$1,684,823,900
13Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
14Tom Johnson Investment Management, Llc$364,034$1,191,482,234$1,191,482,234
15Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
16Planning Alternatives Ltd$486,423$1,017,110,504$1,017,110,504
17Prudent Management Associates$1,702,870$1,002,990,620$1,002,990,620
18Dakota Wealth, Llc$1,161,099$1,002,028,803$1,002,028,803
19Private Capital Management, Llc$370,330$1,001,371,294$1,001,371,294
20Stokes Family Office Llc$960,625$997,129,114$997,129,114
21Asset Dedication, Llc$313,455$990,831,486$990,831,486
22Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
23Atlas Private Wealth Management, LLC$278,299$944,548,272$944,548,272
24Rodgers & Associates$285,155$862,593,459$862,593,459
25Oakwood Capital Management Llc$954,429$783,586,079$783,586,079
26Oakmont Corporation$20,085,385$783,330,016$783,330,016
27Tradewinds Capital Management, Llc$158,400$764,279,147$764,279,147
28Rebalance Llc$534,365$756,126,460$756,126,460
29United Income, Inc.$994,735$746,051,572$746,051,572
30Signet Financial Management, Llc$402,419$718,720,365$718,720,365
31Dinuzzo Index Advisors, Inc.$283,621$716,426,000$716,426,000
32Argos Wealth Advisors Llc$3,698,145$702,647,527$702,647,527
33Wallington Asset Management$1,138,022$675,985,316$675,985,316
34Sunrise Advisors$1,134,911$660,518,107$660,518,107
35Medley & Brown$1,254,172$650,915,136$650,915,136
36Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
37Redwood Wealth Management, Llc$226,550$631,846,602$631,846,602
38Investment Security Group, Inc.$277,053$617,550,621$617,550,621
39American Financial Advisors, Llc.$286,747$609,624,968$609,624,968
40Vintage Financial Services Llc$1,163,289$608,400,000$608,400,000
41Rvw Wealth Llc$1,132,762$603,762,046$603,762,046
42Financial Services Advisory$313,707$600,122,387$600,122,387
43Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
44Hcm Wealth Advisors$295,180$590,064,770$590,064,770
45Horan Capital Management,Llc$404,349$574,984,522$574,984,522
46O'Brien Wealth Partners Llc$352,432$570,939,231$570,939,231
47Telos Capital Management, Inc.$389,080$561,442,974$561,442,974
48First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
49Gries Financial Llc$633,638$545,562,355$545,562,355
50All Star Financial Inc$404,606$543,790,686$543,790,686
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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.