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$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
2Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
3Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826
4Oakmont Corporation$20,085,385$783,330,016$783,330,016
5Mill Creek Capital Advisors$16,685,607$5,083,322,190$539,727,276$5,623,049,466
6Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
7Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
8Aperio Group$4,925,444$24,735,579,836$24,735,579,836
9Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
10Checks & Balances$4,701,002$169,236,056$169,236,056
11BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
12Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
13Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
14Massey, Quick & Co.$3,593,665$1,997,544,311$978,010,595$2,975,554,906
15Breton Co$3,587,502$136,325,085$136,325,085
16Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
17Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
18Horrell Capital Management, Inc.$2,796,224$282,418,662$282,418,662
19Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
20Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
21Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
22Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
23Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
24Gibraltar Capital Management, Inc.$2,347,913$487,523,382$3,190,447$490,713,829
25Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
26Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
27Arlington Partners$2,265,906$1,272,374,109$152,880,823$1,425,254,932
28Woodmont Investment Counsel$2,241,601$672,738,935$42,331,691$715,070,626
29Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
30Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
31Yukon Wealth Management, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
32Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
33Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
34Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
35Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
36Perspective Wealth Partners$1,652,338$223,065,655$223,065,655
37Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
38Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
39Delta Wealth Management$1,601,312$296,242,748$296,242,748
40Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
41Barry M. Corkern & Co., Inc.$1,553,116$108,718,117$108,718,117
42The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
43The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
44Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
45Lawson Kroeker Investment Management Inc$1,500,993$360,238,200$360,238,200
46Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
47Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
48Mercantile Investment Advisors$1,475,197$107,689,413$107,689,413
49Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
50North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
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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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