Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Engines Advisors$109,490$104,000,000,000$0$104,000,000,000
2Fisher Investments$1,180,122$60,756,197,025$0$60,756,197,025
3Hall Capital Partners$195,023,978$7,891,858,783$24,287,097,654$32,178,956,437
4Chevy Chase Trust Company$6,645,078$21,211,088,683$0$21,211,088,683
5Silvercrest Asset Management Group$19,030,062$11,113,276,000$5,176,457,000$16,289,733,000
6Edelman Financial Services$227,334$14,413,000,000$0$14,413,000,000
7Oxford Financial Group, Ltd$1,954,757$2,201,345,830$11,616,829,914$13,818,175,744
8Veritable LP$4,594,756$13,025,323,000$423,528,000$13,448,851,000
9Jasper Ridge Partners$5,760,533$12,221,720,247$100,059,446$12,321,779,693
10Comprehensive Financial Management$396,428,571$11,100,000,000$0$11,100,000,000
11Summit Rock Advisors$142,263,889$4,713,000,000$5,530,000,000$10,243,000,000
12Brownson, Rehmus & Foxworth Inc.$18,895,276$0$10,127,868,000$10,127,868,000
13The Mutual Fund Store$123,970$10,080,000,000$0$10,080,000,000
14Aperio Group$5,412,713$10,045,994,426$0$10,045,994,426
15Rockefeller & Co., Inc.$4,841,319$9,394,857,836$374,924,482$9,769,782,318
16Kayne Anderson Rudnick Investment Management$699,370$7,990,714,501$1,376,642,658$9,367,357,159
17Boston Private Wealth LLC$1,019,695$7,808,922,647$1,126,667,312$8,935,589,959
18BBR Partners$3,725,073$7,107,700,000$1,776,600,000$8,884,300,000
19Anchor Capital Advisors LLC$378,818$6,044,883,452$2,706,567,213$8,751,450,665
20Johnson Investment Counsel, Inc.$1,043,366$8,675,586,000$0$8,675,586,000
21Aspiriant$1,402,584$5,748,106,878$2,678,617,896$8,426,724,774
22TAG Associates$7,163,986$316,800,000$8,057,900,000$8,374,700,000
23Ronald Blue & Co.$467,988$7,423,150,000$848,542,000$8,271,692,000
24Convergent Wealth Advisors, LLC$2,344,113$5,847,015,023$2,355,036,310$8,202,051,333
25Litman Gregory Asset Management$6,466,298$1,395,805,988$6,137,431,064$7,533,237,052
26Bahl & Gaynor Inc$4,092,112$7,063,055,632$405,049,221$7,468,104,853
27myCIO Wealth Partners$1,415,372$3,025,985,074$3,977,275,805$7,003,260,879
28FCI Advisors$660,424$5,398,278,801$921,315,263$6,319,594,064
29Mercer Global Advisors Inc.$365,536$5,978,101,581$164,725,074$6,142,826,655
30Athena Capital Advisors$12,921,097$5,139,629,697$804,074,706$5,943,704,403
31Reynders, McVeigh Capital Management$6,071,507$926,239,647$4,920,621,961$5,846,861,608
32KLS Professional Advisors Group$646,368$5,167,642,131$646,442,292$5,814,084,423
33Reinhart Partners, Inc.$967,313$5,357,290,052$19,034,811$5,376,324,863
34Tiedemann Wealth Management$4,373,988$4,753,115,383$583,150,398$5,336,265,781
35Ballentine Partners$1,827,790$2,288,251,914$2,950,193,634$5,238,445,548
36East End Advisors$224,481,420$479,386,438$4,459,204,809$4,938,591,247
37Gresham Partners$2,324,474$2,738,916,179$2,019,282,141$4,758,198,320
38Fiduciary Counselling Inc$3,675,496$2,463,143,725$2,292,947,466$4,756,091,191
39Douglas C. Lane & Associates, Inc.$1,055,237$4,375,351,392$2,827,335$4,378,178,727
40CV Advisors LLC$44,556,498$273,899,631$4,003,524,139$4,277,423,770
41Ferguson Wellman Capital Management, Inc.$1,837,674$4,211,948,942$0$4,211,948,942
42Welch & Forbes$1,678,520$3,817,728,072$351,716,515$4,169,444,587
43Savant Capital Management$1,217,136$4,089,030,755$30,975,975$4,120,006,730
44Halbert Hargrove$1,261,013$2,225,726,005$1,882,654,458$4,108,380,463
45Altair Advisers$7,119,979$795,600,372$3,255,667,612$4,051,267,984
46Symmetry Partners$174,167$4,029,000,000$0$4,029,000,000
47Seven Bridges Advisors$36,257,598$1,865,226,583$2,159,366,747$4,024,593,330
48Finaccess Advisors$15,398,634$0$4,003,644,863$4,003,644,863
49Seven Post Private Investment Office$12,042,566$3,594,085,666$404,046,334$3,998,132,000
50Homrich Berg$731,084$3,518,249,697$417,905,951$3,936,155,648
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