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
1Jasper Ridge Partners$448,164,428$17,715,432,511$659,309,016$18,374,741,527
2Cambridge Associates Ltd LLC$425,238,915$0$1,700,955,660$1,700,955,660
3Comprehensive Financial Management LLC$354,016,513$15,222,710,047$0$15,222,710,047
4Hall Capital Partners$214,070,262$10,615,011,545$25,776,932,986$36,391,944,531
5East End Advisors$208,658,618$1,011,222,663$5,457,194,499$6,468,417,162
6Maybry McShane Family Offices, LLC$129,830,582$378,333,773$530,480,300$908,814,073
7True North Management Group$124,932,080$999,456,643$0$999,456,643
8WE Family Offices$105,404,852$0$7,378,339,633$7,378,339,633
9Summit Rock Advisors$104,506,352$6,421,259,471$6,955,553,518$13,376,812,989
10Brick Capital Management Inc$100,424,000$0$2,510,600,000$2,510,600,000
11Clearmark Partners, LLC$81,266,667$487,600,000$0$487,600,000
12Bitterroot Capital Advisors LLC$72,207,600$107,235,454$975,878,550$1,083,114,004
13Ohana Advisors$71,756,356$64,536,390$724,783,529$789,319,919
14Regis Management Company, LLC$62,923,453$3,649,560,290$0$3,649,560,290
15Artemis Wealth Advisors$54,929,770$550,628,551$273,318,000$823,946,551
16Financial Clarity, Inc.$47,063,613$0$1,458,972,000$1,458,972,000
17Dyson Capital Advisors$45,968,514$236,609,000$1,464,226,000$1,700,835,000
18IWP Wealth Management$44,741,082$71,408,011$1,584,012,027$1,655,420,038
19Gresham Partners$42,031,046$4,208,007,534$2,727,115,111$6,935,122,645
20Aston Capital Management$38,333,333$30,000,000$200,000,000$230,000,000
21Seven Bridges Advisors LLC$37,312,256$2,295,813,217$2,629,404,593$4,925,217,810
22Heirloom Investment Management LLC$36,835,782$110,507,347$0$110,507,347
23Finaccess Advisors$36,574,400$0$4,388,928,000$4,388,928,000
24Windrose Advisors$32,472,798$310,960,901$1,377,624,578$1,688,585,479
25Twin Focus Capital Partners$29,986,274$2,315,230,109$173,630,618$2,488,860,727
26Tiedemann Wealth Management$27,215,939$9,778,918,356$2,522,686,287$12,301,604,643
27Mozaic$24,955,906$0$1,896,648,870$1,896,648,870
28Signature Family Wealth Advisors$24,744,924$4,404,596,410$0$4,404,596,410
29Galapagos Partners, L.P.$24,078,420$258,358,150$391,759,182$650,117,332
30Brownson, Rehmus & Foxworth, Inc.$24,071,544$0$11,241,411,000$11,241,411,000
31Havenshare Financial, LLC$23,845,816$0$262,303,971$262,303,971
32Oakmont Corporation$22,760,154$864,885,864$0$864,885,864
33Avivar Capital, LLC$21,928,571$0$153,500,000$153,500,000
34LGL Partners, LLC$21,560,431$601,293,144$519,849,257$1,121,142,401
35EMM Wealth$21,122,079$18,416,874$2,579,598,867$2,598,015,741
36Brookfield Investment Partners$20,723,529$663,152,928$0$663,152,928
37Compass Financial Planning, LLC$18,798,633$1,101,836$111,689,963$112,791,799
38Alaska Permanent Capital Management Co$17,840,435$2,177,391,520$106,184,167$2,283,575,687
39Mill Creek Capital Advisors$17,569,370$5,186,942,009$610,950,114$5,797,892,123
40Silvercrest Asset Management Group$17,506,326$15,998,057,503$5,342,153,380$21,340,210,883
41Paul Comstock Partners$16,387,529$3,375,400$2,225,328,477$2,228,703,877
42Yale Capital Corp.$15,680,809$1,677,846,566$0$1,677,846,566
43Via Global Advisors LLC$15,223,684$67,852,659$404,081,538$471,934,197
44Seven Post Investment Office$14,556,069$4,435,399,066$237,098,935$4,672,498,001
45Conifer Investments Ltd$13,923,151$40,435,038$238,027,979$278,463,017
46Pacific Portfolio Consulting, LLC$12,893,461$815,561,533$2,833,287,983$3,648,849,516
47Miller Investment Management, LP$12,705,018$1,490,439,320$1,507,944,968$2,998,384,288
48Eisneramper Wealth Advisors LLC$12,221,283$234,935,608$547,226,516$782,162,124
49Cresset Wealth Advisors$11,874,057$1,686,116,044$0$1,686,116,044
50Scot McCormick$11,793,046$495,307,925$0$495,307,925
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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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