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
3Hall Capital Partners$214,070,262$10,615,011,545$25,776,932,986$36,391,944,531
4Chevy Chase Trust Company$8,384,277$29,990,558,415$0$29,990,558,415
5Aperio Group$5,551,788$23,817,171,327$0$23,817,171,327
6Edelman Financial Services, LLC$252,931$21,729,061,354$0$21,729,061,354
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
9Moneta Group Investment Advisors, LLC$790,537$6,855,278,868$11,657,505,213$18,512,784,081
10Jasper Ridge Partners$448,164,428$17,715,432,511$659,309,016$18,374,741,527
11Rockefeller & Co., Inc.$5,788,833$15,505,123,551$304,178,169$15,809,301,720
12Veritable LP$5,032,885$15,209,521,170$422,619,245$15,632,140,415
13Comprehensive Financial Management LLC$354,016,513$15,222,710,047$0$15,222,710,047
14BBR Partners$4,437,250$12,214,800,000$1,984,400,000$14,199,200,000
15Summit Rock Advisors$104,506,352$6,421,259,471$6,955,553,518$13,376,812,989
16Tiedemann Wealth Management$27,215,939$9,778,918,356$2,522,686,287$12,301,604,643
17Buckingham Strategic Wealth$498,777$11,999,231,837$283,657,454$12,282,889,291
18Aspiriant, LLC$1,438,094$10,658,668,000$1,555,064,000$12,213,732,000
19Bahl & Gaynor Inc$5,266,497$10,581,215,211$857,617,226$11,438,832,437
20Brownson, Rehmus & Foxworth, Inc.$24,071,544$0$11,241,411,000$11,241,411,000
21Mercer Global Advisors Inc.$454,670$10,656,252,569$397,219,956$11,053,472,525
22Johnson Investment Counsel, Inc.$1,041,126$10,420,633,000$0$10,420,633,000
23Appleton Partners,Inc.$1,584,787$9,144,218,642$0$9,144,218,642
24TAG Associates$7,311,887$344,510,000$8,334,700,000$8,679,210,000
25Pathstone Federal Street$1,773,216$3,195,256,339$5,353,417,264$8,548,673,603
26RMB Capital Management$579,591$7,448,086,632$778,624,242$8,226,710,874
27FCI Advisors$682,072$7,107,579,584$1,058,183,414$8,165,762,998
28Jordan Park Group LLC$9,440,271$8,128,073,539$0$8,128,073,539
29HPM Partners LLC$5,165,693$5,896,714,552$1,536,718,166$7,433,432,718
30Boston Private Wealth$1,192,844$6,955,567,868$468,694,802$7,424,262,670
31WE Family Offices$105,404,852$0$7,378,339,633$7,378,339,633
32Evercore Wealth Management, LLC$2,763,808$7,282,204,358$47,415,336$7,329,619,694
33Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,583,393$7,038,476,460$189,858,473$7,228,334,933
34Gresham Partners$42,031,046$4,208,007,534$2,727,115,111$6,935,122,645
35Ballentine Partners$1,665,070$4,060,365,585$2,638,209,538$6,698,575,123
36Pinnacle Associates, Ltd.$1,563,182$6,496,586,132$0$6,496,586,132
37Personal Capital Advisors Corporation$171,699$6,489,032,086$0$6,489,032,086
38East End Advisors$208,658,618$1,011,222,663$5,457,194,499$6,468,417,162
39The Colony Group, LLC$677,659$5,081,873,661$1,227,813,801$6,309,687,462
40Shepherd Kaplan LLC$4,939,681$861,590,624$5,347,587,805$6,209,178,429
41KLS Professional Advisors Group$712,675$5,611,877,619$590,536,950$6,202,414,569
42Mill Creek Capital Advisors$17,569,370$5,186,942,009$610,950,114$5,797,892,123
43Global Financial Private Capital, LLC$99,725$5,790,555,183$0$5,790,555,183
44CV Advisors LLC$9,892,218$559,511,439$5,049,375,981$5,608,887,420
45Tolleson Private Wealth Management$1,639,314$5,411,003,659$193,811,430$5,604,815,089
46Homrich Berg$663,650$4,937,834,217$658,728,186$5,596,562,403
47Savant Capital Management$1,245,330$5,572,850,428$0$5,572,850,428
48Fiduciary Counselling Inc$3,805,711$2,871,083,743$2,692,866,043$5,563,949,786
49Athena Capital Advisors$9,788,334$4,827,408,687$644,270,237$5,471,678,924
50Churchill Management Group$342,849$5,255,006,193$118,117,280$5,373,123,473
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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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