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$214,070,262$10,615,011,545$25,776,932,986$36,391,944,531
2Moneta Group Investment Advisors, LLC$790,537$6,855,278,868$11,657,505,213$18,512,784,081
3Brownson, Rehmus & Foxworth, Inc.$24,071,544$0$11,241,411,000$11,241,411,000
4TAG Associates$7,311,887$344,510,000$8,334,700,000$8,679,210,000
5WE Family Offices$105,404,852$0$7,378,339,633$7,378,339,633
6Summit Rock Advisors$104,506,352$6,421,259,471$6,955,553,518$13,376,812,989
7East End Advisors$208,658,618$1,011,222,663$5,457,194,499$6,468,417,162
8Pathstone Federal Street$1,773,216$3,195,256,339$5,353,417,264$8,548,673,603
9Shepherd Kaplan LLC$4,939,681$861,590,624$5,347,587,805$6,209,178,429
10Silvercrest Asset Management Group$17,506,326$15,998,057,503$5,342,153,380$21,340,210,883
11CV Advisors LLC$9,892,218$559,511,439$5,049,375,981$5,608,887,420
12Finaccess Advisors$36,574,400$0$4,388,928,000$4,388,928,000
13Altair Advisers$7,098,112$1,194,944,857$3,333,650,735$4,528,595,592
14Litman Gregory Asset Management, LLC$3,937,555$1,735,457,677$3,269,175,142$5,004,632,819
15Kayne Anderson Rudnick Investment Management$714,271$15,732,522,379$3,167,806,254$18,900,328,633
16Pacific Portfolio Consulting, LLC$12,893,461$815,561,533$2,833,287,983$3,648,849,516
17Gresham Partners$42,031,046$4,208,007,534$2,727,115,111$6,935,122,645
18Fiduciary Counselling Inc$3,805,711$2,871,083,743$2,692,866,043$5,563,949,786
19Ballentine Partners$1,665,070$4,060,365,585$2,638,209,538$6,698,575,123
20Seven Bridges Advisors LLC$37,312,256$2,295,813,217$2,629,404,593$4,925,217,810
21EMM Wealth$21,122,079$18,416,874$2,579,598,867$2,598,015,741
22Matter Family Office$10,833,408$0$2,578,351,209$2,578,351,209
23Tiedemann Wealth Management$27,215,939$9,778,918,356$2,522,686,287$12,301,604,643
24Brick Capital Management Inc$100,424,000$0$2,510,600,000$2,510,600,000
25Paul Comstock Partners$16,387,529$3,375,400$2,225,328,477$2,228,703,877
26Andersen Tax LLC$7,032,960$0$2,116,921,000$2,116,921,000
27BBR Partners$4,437,250$12,214,800,000$1,984,400,000$14,199,200,000
28Mozaic$24,955,906$0$1,896,648,870$1,896,648,870
29Zemenick & Walker Inc$8,794,545$0$1,794,087,238$1,794,087,238
30Cardiff Park Advisors$895,420$0$1,737,114,597$1,737,114,597
31Joel Isaacson & Co.$1,022,987$2,133,386,803$1,723,272,482$3,856,659,285
32Cambridge Associates Ltd LLC$425,238,915$0$1,700,955,660$1,700,955,660
33IWP Wealth Management$44,741,082$71,408,011$1,584,012,027$1,655,420,038
34Aspiriant, LLC$1,438,094$10,658,668,000$1,555,064,000$12,213,732,000
35HPM Partners LLC$5,165,693$5,896,714,552$1,536,718,166$7,433,432,718
36Miller Investment Management, LP$12,705,018$1,490,439,320$1,507,944,968$2,998,384,288
37Zhang Financial$692,813$1,289,331,374$1,493,696,709$2,783,028,083
38Dyson Capital Advisors$45,968,514$236,609,000$1,464,226,000$1,700,835,000
39Financial Clarity, Inc.$47,063,613$0$1,458,972,000$1,458,972,000
40Northeast Financial Consultants, Inc$1,550,329$1,477,334,039$1,441,934,927$2,919,268,966
41Aureus Asset Management$5,545,545$914,869,800$1,403,168,083$2,318,037,883
42Windrose Advisors$32,472,798$310,960,901$1,377,624,578$1,688,585,479
43Fairway Wealth Management LLC$6,949,042$1,616,732$1,332,599,276$1,334,216,008
44Rembert Pendleton Jackson$310,580$20,315,222$1,307,104,670$1,327,419,892
45Delegate Advisors, LLC$2,423,570$123,700,718$1,301,358,630$1,425,059,348
46Paratus Financial, Inc.$567,158$185,704,159$1,292,309,541$1,478,013,700
47Columbia Pacific Wealth Management$4,649,437$2,210,427,331$1,290,599,043$3,501,026,374
48Berman Capital Advisors, LLC$3,948,741$880,083,781$1,279,877,334$2,159,961,115
49Scharf Investments, LLC$2,432,449$3,716,008,245$1,277,809,195$4,993,817,440
50Wealthplan Advisors$3,074,904$228,170,143$1,263,158,214$1,491,328,357
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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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