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
1Financial Engines Advisors$136,038$169,000,000,000$0$169,000,000,000
2Fisher Investments$2,240,430$96,031,566,281$0$96,031,566,281
3Chevy Chase Trust Company$8,384,277$29,990,558,415$0$29,990,558,415
4Aperio Group$5,551,788$23,817,171,327$0$23,817,171,327
5Edelman Financial Services, LLC$252,931$21,729,061,354$0$21,729,061,354
6Jasper Ridge Partners$448,164,428$17,715,432,511$659,309,016$18,374,741,527
7Silvercrest Asset Management Group$17,506,326$15,998,057,503$5,342,153,380$21,340,210,883
8Kayne Anderson Rudnick Investment Management$714,271$15,732,522,379$3,167,806,254$18,900,328,633
9Rockefeller & Co., Inc.$5,788,833$15,505,123,551$304,178,169$15,809,301,720
10Comprehensive Financial Management LLC$354,016,513$15,222,710,047$0$15,222,710,047
11Veritable LP$5,032,885$15,209,521,170$422,619,245$15,632,140,415
12BBR Partners$4,437,250$12,214,800,000$1,984,400,000$14,199,200,000
13Buckingham Strategic Wealth$498,777$11,999,231,837$283,657,454$12,282,889,291
14Aspiriant, LLC$1,438,094$10,658,668,000$1,555,064,000$12,213,732,000
15Mercer Global Advisors Inc.$454,670$10,656,252,569$397,219,956$11,053,472,525
16Hall Capital Partners$214,070,262$10,615,011,545$25,776,932,986$36,391,944,531
17Bahl & Gaynor Inc$5,266,497$10,581,215,211$857,617,226$11,438,832,437
18Johnson Investment Counsel, Inc.$1,041,126$10,420,633,000$0$10,420,633,000
19Tiedemann Wealth Management$27,215,939$9,778,918,356$2,522,686,287$12,301,604,643
20Appleton Partners,Inc.$1,584,787$9,144,218,642$0$9,144,218,642
21Jordan Park Group LLC$9,440,271$8,128,073,539$0$8,128,073,539
22RMB Capital Management$579,591$7,448,086,632$778,624,242$8,226,710,874
23Evercore Wealth Management, LLC$2,763,808$7,282,204,358$47,415,336$7,329,619,694
24FCI Advisors$682,072$7,107,579,584$1,058,183,414$8,165,762,998
25Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,583,393$7,038,476,460$189,858,473$7,228,334,933
26Boston Private Wealth$1,192,844$6,955,567,868$468,694,802$7,424,262,670
27Moneta Group Investment Advisors, LLC$790,537$6,855,278,868$11,657,505,213$18,512,784,081
28Pinnacle Associates, Ltd.$1,563,182$6,496,586,132$0$6,496,586,132
29Personal Capital Advisors Corporation$171,699$6,489,032,086$0$6,489,032,086
30Summit Rock Advisors$104,506,352$6,421,259,471$6,955,553,518$13,376,812,989
31HPM Partners LLC$5,165,693$5,896,714,552$1,536,718,166$7,433,432,718
32Global Financial Private Capital, LLC$99,725$5,790,555,183$0$5,790,555,183
33KLS Professional Advisors Group$712,675$5,611,877,619$590,536,950$6,202,414,569
34Savant Capital Management$1,245,330$5,572,850,428$0$5,572,850,428
35Tolleson Private Wealth Management$1,639,314$5,411,003,659$193,811,430$5,604,815,089
36Adviser Investments$518,445$5,306,284,485$0$5,306,284,485
37Churchill Management Group$342,849$5,255,006,193$118,117,280$5,373,123,473
38Mill Creek Capital Advisors$17,569,370$5,186,942,009$610,950,114$5,797,892,123
39Ferguson Wellman Capital Management, Inc.$1,930,412$5,152,269,992$0$5,152,269,992
40The Colony Group, LLC$677,659$5,081,873,661$1,227,813,801$6,309,687,462
41Homrich Berg$663,650$4,937,834,217$658,728,186$5,596,562,403
42Brighton Jones$3,340,910$4,881,664,540$79,587,358$4,961,251,898
43Athena Capital Advisors$9,788,334$4,827,408,687$644,270,237$5,471,678,924
44Welch & Forbes$1,794,811$4,589,213,178$308,826,772$4,898,039,950
45Wetherby Asset Management$1,352,998$4,487,074,471$228,124,411$4,715,198,882
46Seven Post Investment Office$14,556,069$4,435,399,066$237,098,935$4,672,498,001
47The Bollard Group$7,779,609$4,432,740,480$87,212,068$4,519,952,548
48Signature Family Wealth Advisors$24,744,924$4,404,596,410$0$4,404,596,410
49Symmetry Partners$203,157$4,376,000,000$0$4,376,000,000
50Orgel Wealth Management$588,143$4,248,159,287$0$4,248,159,287
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Showing 1 to 50 of 2,172 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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