1 11
1 11
WealthManagement.com’s Top RIAs of 2016 ranking was assembled using data from Discovery Data. RIA firms are ranked by the total assets under management reported on Form ADV. To make this list, firms had to be U.S.-based and serve individual investors as their primary business.
Here are the top 10.
Total AUM: $173.6 billion
Office Location: Raleigh, North Carolina
Number of Advisors: 144
High Net Worth Clients: 26–50%
Total AUM: $113.4 billion
Office Location: Sunnyvale, California
Number of Advisors: 129
High Net Worth Clients: 0–10%
Total AUM: $41.9 billion
Office Location: Baltimore, Maryland
Number of Advisors: 45
High Net Worth Clients: 26–50%
Total AUM: $31.9 billion
Office Location: San Francisco, California
Number of Advisors: 20
High Net Worth Clients: 51–75%
Total AUM: $29.8 billion
Office Location: Hartford, Connecticut
Number of Advisors: 67
High Net Worth Clients: 26–50%
Total AUM: $24.5 billion
Office Location: Conshohocken, Pennsylvania
Number of Advisors: 46
High Net Worth Clients: 11–25%
Total AUM: $23.2 billion
Office Location: Bethesda, Maryland
Number of Advisors: 43
High Net Worth Clients: 76–99%
Total AUM: $15.4 billion
Office Location: Newport Beach, California
Number of Advisors: 298
High Net Worth Clients: 26–50%
Total AUM: $14.5 billion
Office Location: Fairfax, Virginia
Number of Advisors: 293
High Net Worth Clients: 11–25%
Total AUM: $13.7 billion
Office Location: St. Louis, Missouri
Number of Advisors: 97
High Net Worth Clients: 51–75%
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