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 |
|---|---|---|---|---|---|
| 51 | KORE PRIVATE WEALTH, LLC | $877,611 | $5,121,738,954 | — | $5,121,738,954 |
| 52 | BAILARD, INC. | $2,402,230 | $4,977,245,315 | $19,393,175 | $4,996,638,490 |
| 53 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 54 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
| 55 | INDEX FUND ADVISORS, INC. | $776,976 | $4,937,682,218 | — | $4,937,682,218 |
| 56 | LAIRD NORTON WEALTH MANAGEMENT | $2,363,653 | $3,558,606,626 | $1,310,519,026 | $4,869,125,652 |
| 57 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 58 | ZHANG FINANCIAL | $948,340 | $2,748,594,975 | $2,035,781,811 | $4,784,376,786 |
| 59 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 60 | TRUEPOINT, INC. | $654,402 | $4,635,725,916 | $7,256,626 | $4,642,982,542 |
| 61 | BALENTINE | $1,587,317 | $4,123,462,236 | $474,993,737 | $4,598,455,973 |
| 62 | SIMON QUICK ADVISORS, LLC | $3,048,615 | $3,557,999,510 | $1,024,069,523 | $4,582,069,033 |
| 63 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 64 | NORTHEAST FINANCIAL | $2,963,049 | $4,493,661,000 | $30,915,000 | $4,524,576,000 |
| 65 | CAMDEN CAPITAL, LLC | $1,040,907 | $3,142,627,913 | $1,361,375,480 | $4,504,003,393 |
| 66 | CH INVESTMENT PARTNERS, LLC | $3,994,050 | $3,641,750,839 | $855,549,402 | $4,497,300,241 |
| 67 | INVERNESS COUNSEL, LLC | $4,309,500 | $3,839,486,022 | $629,465,700 | $4,468,951,722 |
| 68 | R.H. BLUESTEIN & CO LLC | $2,410,085 | $4,173,465,693 | $275,551,135 | $4,449,016,828 |
| 69 | EXENCIAL WEALTH ADVISORS | $1,072,705 | $4,049,511,277 | $311,034,256 | $4,360,545,533 |
| 70 | BECKER CAPITAL MANAGEMENT, INC. | $2,751,917 | $4,356,284,397 | — | $4,356,284,397 |
| 71 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 72 | RESOLUTE PARTNERS GROUP | $25,007,541 | $4,053,221,990 | $173,052,374 | $4,226,274,364 |
| 73 | CAPITAL INVESTMENT ADVISORS, LLC | $437,650 | $4,209,677,657 | $14,518,421 | $4,224,196,078 |
| 74 | COVINGTON CAPITAL MANAGEMENT | $2,449,993 | $4,174,644,284 | $29,544,309 | $4,204,188,593 |
| 75 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 76 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 77 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 78 | PRIO WEALTH LP | $2,430,888 | $4,081,461,007 | — | $4,081,461,007 |
| 79 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 80 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
| 81 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,685,079 | $3,780,216,217 | $154,443,621 | $3,934,659,838 |
| 82 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | $4,750,173 | $3,581,046,117 | $323,595,906 | $3,904,642,023 |
| 83 | MAINSTAY CAPITAL MANAGEMENT, LLC | $1,005,404 | $3,485,153,234 | $373,587,895 | $3,858,741,129 |
| 84 | WESTMOUNT ASSET MANAGEMENT, LLC | $921,586 | $3,455,536,547 | $381,948,894 | $3,837,485,441 |
| 85 | DESTINATION WEALTH MANAGEMENT | $722,183 | $3,809,515,164 | — | $3,809,515,164 |
| 86 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 87 | TCI WEALTH ADVISORS, INC. | $430,668 | $3,748,280,993 | $16,185,876 | $3,764,466,869 |
| 88 | MANCHESTER CAPITAL MANAGEMENT LLC | $2,334,972 | $3,188,321,357 | $519,614,055 | $3,707,935,412 |
| 89 | SYM FINANCIAL ADVISORS | $890,441 | $3,076,470,056 | $630,435,106 | $3,706,905,162 |
| 90 | HAMILTON CAPITAL | $504,093 | $3,396,534,963 | $237,978,930 | $3,634,513,893 |
| 91 | SAND HILL GLOBAL ADVISORS, LLC | $2,069,285 | $3,530,763,948 | $73,929,922 | $3,604,693,870 |
| 92 | TFO PHOENIX, INC. | $2,328,113 | $3,562,746,720 | $13,235,232 | $3,575,981,952 |
| 93 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 94 | DYSON CAPITAL ADVISORS, LLC | $49,230,473 | $688,717,622 | $2,806,645,976 | $3,495,363,598 |
| 95 | RETIREMENT BENCHMARK, LLC | $276,559 | $13,726,085 | $3,454,319,529 | $3,468,045,614 |
| 96 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 97 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 98 | WHARTON BUSINESS GROUP, LLC | $9,969,720 | $3,152,023,592 | $287,529,662 | $3,439,553,254 |
| 99 | ABACUS WEALTH PARTNERS | $627,506 | $2,869,234,900 | $561,337,700 | $3,430,572,600 |
| 100 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
