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 Llc$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
2Aperio Group$4,925,444$24,735,579,836$24,735,579,836
3Bbr Partners, Llc$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
4Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
5RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
6Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
7Savant Capital Management$1,247,761$6,126,504,280$6,126,504,280
8Mill Creek Capital Advisors, Llc$16,685,607$5,083,322,190$539,727,276$5,623,049,466
9Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
10Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
11Seven Bridges Advisors Llc$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
12Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
13Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
14Altair Advisers, Llc$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
15Ep Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
16Orgel Wealth Management, Llc$567,014$4,191,363,849$4,191,363,849
17Gofen And Glossberg, L.L.C.$1,353,666$3,937,677,090$249,211,741$4,186,888,831
18Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
19Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
20H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
21Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
22HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
23South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
24Brightworth, Llc$511,191$3,335,519,000$3,335,519,000
25Massey Quick Simon & Co., Llc$3,593,665$1,997,544,311$978,010,595$2,975,554,906
26Wilbanks, Smith & Thomas Asset Management, Llc$753,415$2,799,326,241$49,336,104$2,848,662,345
27Sepio Capital, Llc$2,525,269$1,844,400,000$973,800,000$2,818,200,000
28Linscomb & Williams$1,731,629$2,808,702,381$2,808,702,381
29Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
30Mainstay Capital Management, Llc$707,483$2,374,042,206$208,979,974$2,583,022,180
31Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
32Miller Investment Management, Lp$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
33David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
34Parallel Advisors, Llc$363,016$2,386,830,147$2,386,830,147
35Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
36MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
37F L Putnam Investment Management Co.$858,611$2,266,236,722$14,234,506$2,280,471,228
38Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
39Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
40Capital Investment Advisors, Llc$312,837$2,171,200,000$12,400,000$2,183,600,000
41Southeast Asset Advisors, Llc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
42Water Oak Advisors, Llc$1,007,750$1,824,189,958$149,991,730$1,974,181,688
43Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
44Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
45Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
46New England Private Wealth Advisors, Llc$777,352$1,382,234,715$434,437,550$1,816,672,265
47Team Hewins, Llc$1,587,064$800,374,292$950,156,989$1,750,531,281
48Cobblestone Capital Advisors, Llc$755,105$1,593,123,339$156,455,606$1,749,578,945
49The Burney Company$389,195$1,684,823,900$1,684,823,900
50Windrose Advisors Llc$23,272,169$326,298,972$1,302,752,854$1,629,051,826
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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.