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$1,114,254$5,382,962,097$5,382,962,097
4Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
5Orgel Wealth Management$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
8David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
9Parallel Advisors$363,016$2,386,830,147$2,386,830,147
10Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
11The Burney Company$389,195$1,684,823,900$1,684,823,900
12Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
13Tom Johnson Investment Management$364,034$1,191,482,234$1,191,482,234
14Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
15Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
16Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
17Asset Dedication, LLC$313,455$990,831,486$990,831,486
18Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
19Rodgers & Associates$285,155$862,593,459$862,593,459
20Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
21Oakmont Corporation$20,085,385$783,330,016$783,330,016
22LJPR Financial Advisors$249,700$776,068,953$776,068,953
23Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
24Tradewinds Capital Management$158,400$764,279,147$764,279,147
25Signet Financial Management, LLC$402,419$718,720,365$718,720,365
26Leonetti & Associates$708,378$712,627,868$712,627,868
27Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
28Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
29Wallington Asset Management$1,138,022$675,985,316$675,985,316
30Medley & Brown$1,254,172$650,915,136$650,915,136
31Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
32Redwood Wealth Management$226,550$631,846,602$631,846,602
33Investment Security Group, Inc.$277,053$617,550,621$617,550,621
34American Financial Advisors.$286,747$609,624,968$609,624,968
35Vintage Financial Services$1,163,289$608,400,000$608,400,000
36Financial Services Advisory$313,707$600,122,387$600,122,387
37Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
38Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
39Horan Capital Management, LLC$404,349$574,984,522$574,984,522
40O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
41Telos Capital Management$389,080$561,442,974$561,442,974
42First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
43Gries Financial$633,638$545,562,355$545,562,355
44Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
45Sbc Wealth Management$252,770$534,609,178$534,609,178
46The H Group, Inc.$274,975$531,801,855$531,801,855
47All Star Financial Inc$421,390$531,794,135$531,794,135
48Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
49Financial Planning And Information Services, Inc.$547,090$517,000,000$517,000,000
50Windsor Capital Management, LLC$438,500$502,082,972$502,082,972
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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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