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$118,298$138,000,000,000$0$138,000,000,000
2Fisher Investments$1,090,233$71,789,691,574$0$71,789,691,574
3Silvercrest Asset Management Group$30,214,328$13,801,446,000$19,313,458,000$33,114,904,000
4Hall Capital Partners$194,201,352$7,401,509,930$25,224,317,172$32,625,827,102
5Chevy Chase Trust Company$7,606,728$25,528,177,638$0$25,528,177,638
6Edelman Financial Services, LLC$231,608$17,783,062,724$0$17,783,062,724
7Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
8Jasper Ridge Partners$311,310,491$14,823,204,704$431,009,367$15,254,214,071
9Veritable LP$4,719,367$13,558,893,000$485,943,000$14,044,836,000
10Kayne Anderson Rudnick Investment Management$656,686$10,720,302,256$2,054,860,318$12,775,162,574
11BBR Partners$4,304,897$10,357,500,000$2,126,700,000$12,484,200,000
12Summit Rock Advisors$108,396,781$5,368,439,800$6,446,809,300$11,815,249,100
13Comprehensive Financial Management LLC$332,757,576$10,981,000,000$0$10,981,000,000
14Aspiriant, LLC$1,237,652$8,434,171,000$2,098,248,000$10,532,419,000
15Rockefeller & Co., Inc.$3,649,711$10,158,539,239$170,142,607$10,328,681,846
16Brownson, Rehmus & Foxworth, Inc.$22,578,303$0$10,273,128,000$10,273,128,000
17Mercer Global Advisors Inc.$422,373$9,573,932,070$484,038,178$10,057,970,248
18Johnson Investment Counsel, Inc.$1,053,152$9,109,763,000$0$9,109,763,000
19Bahl & Gaynor Inc$4,435,277$8,513,449,450$574,434,122$9,087,883,572
20Anchor Capital Advisors LLC$337,632$3,427,444,526$5,340,855,512$8,768,300,038
21Appleton Partners,Inc.$1,489,696$8,279,729,129$0$8,279,729,129
22TAG Associates$6,713,647$351,300,000$7,913,200,000$8,264,500,000
23Tiedemann Wealth Management$18,777,907$5,313,172,571$2,911,550,779$8,224,723,350
24RMB Capital Management$550,564$6,599,840,429$684,672,490$7,284,512,919
25FCI Advisors$690,162$6,266,024,938$937,200,146$7,203,225,084
26Boston Private Wealth$1,072,723$6,343,034,869$399,027,966$6,742,062,835
27Evercore Wealth Management, LLC$2,485,175$6,412,573,391$61,308,587$6,473,881,978
28Ballentine Partners$1,682,109$3,155,533,905$3,241,528,496$6,397,062,401
29Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,188,992$5,956,507,415$196,747,827$6,153,255,242
30Pinnacle Associates, Ltd.$1,514,695$6,098,162,000$0$6,098,162,000
31Global Financial Private Capital, LLC$89,005$5,676,356,475$0$5,676,356,475
32Gresham Partners$6,306,287$3,268,654,658$2,381,778,108$5,650,432,766
33KLS Professional Advisors Group$640,537$5,013,711,467$561,518,487$5,575,229,954
34Athena Capital Advisors$11,673,605$4,884,524,147$613,743,644$5,498,267,791
35CV Advisors LLC$9,934,020$528,816,440$4,964,696,707$5,493,513,147
36Savant Capital Management$1,242,031$5,359,364,571$0$5,359,364,571
37WE Family Offices$76,307,860$0$5,341,550,224$5,341,550,224
38Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
39The Colony Group, LLC$792,637$4,169,877,786$1,048,845,500$5,218,723,286
40East End Advisors$192,112,012$711,132,169$4,475,892,149$5,187,024,318
41Mill Creek Capital Advisors$15,615,154$4,409,563,238$571,671,002$4,981,234,240
42Tolleson Private Wealth Management$1,573,824$4,738,755,871$177,869,829$4,916,625,700
43Litman Gregory Asset Management, LLC$4,057,818$1,382,733,254$3,515,053,238$4,897,786,492
44Fiduciary Counselling Inc$3,387,784$2,376,259,544$2,400,515,353$4,776,774,897
45Adviser Investments$459,057$4,651,250,142$71,071,057$4,722,321,199
46Ferguson Wellman Capital Management, Inc.$2,022,684$4,561,151,863$0$4,561,151,863
47Churchill Management Group$321,545$4,401,429,074$104,703,647$4,506,132,721
48Homrich Berg$733,809$4,129,668,278$370,049,606$4,499,717,884
49Finaccess Advisors$31,101,738$0$4,354,243,282$4,354,243,282
50Personal Capital Advisors Corporation$143,110$4,344,382,261$0$4,344,382,261
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Showing 1 to 50 of 1,937 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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