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
17Johnson Investment Counsel, Inc.$1,053,152$9,109,763,000$0$9,109,763,000
18Bahl & Gaynor Inc$4,435,277$8,513,449,450$574,434,122$9,087,883,572
19Anchor Capital Advisors LLC$337,632$3,427,444,526$5,340,855,512$8,768,300,038
20Appleton Partners,Inc.$1,489,696$8,279,729,129$0$8,279,729,129
21TAG Associates$6,713,647$351,300,000$7,913,200,000$8,264,500,000
22Tiedemann Wealth Management$18,777,907$5,313,172,571$2,911,550,779$8,224,723,350
23FCI Advisors$690,162$6,266,024,938$937,200,146$7,203,225,084
24Mercer Global Advisors Inc.$359,486$6,859,364,768$287,567,295$7,146,932,063
25Boston Private Wealth$1,072,723$6,343,034,869$399,027,966$6,742,062,835
26Evercore Wealth Management, LLC$2,485,175$6,412,573,391$61,308,587$6,473,881,978
27Ballentine Partners$1,682,109$3,155,533,905$3,241,528,496$6,397,062,401
28Pinnacle Associates, Ltd.$1,514,695$6,098,162,000$0$6,098,162,000
29Ronald Blue & Co., LLC$352,947$5,615,333,000$106,642,000$5,721,975,000
30Global Financial Private Capital, LLC$89,005$5,676,356,475$0$5,676,356,475
31Gresham Partners$6,306,287$3,268,654,658$2,381,778,108$5,650,432,766
32KLS Professional Advisors Group$640,537$5,013,711,467$561,518,487$5,575,229,954
33Athena Capital Advisors$11,673,605$4,884,524,147$613,743,644$5,498,267,791
34WE Family Offices$76,307,860$0$5,341,550,224$5,341,550,224
35Scharf Investments, LLC$2,073,416$5,285,138,400$0$5,285,138,400
36RMB Capital Management$423,766$4,632,552,016$589,518,318$5,222,070,334
37East End Advisors$192,112,012$711,132,169$4,475,892,149$5,187,024,318
38CV Advisors LLC$8,600,202$501,063,992$4,590,255,580$5,091,319,572
39Mill Creek Capital Advisors$15,615,154$4,409,563,238$571,671,002$4,981,234,240
40Tolleson Private Wealth Management$1,573,824$4,738,755,871$177,869,829$4,916,625,700
41Fiduciary Counselling Inc$3,387,784$2,376,259,544$2,400,515,353$4,776,774,897
42Adviser Investments$459,057$4,651,250,142$71,071,057$4,722,321,199
43Savant Capital Management$1,126,494$4,671,570,623$0$4,671,570,623
44Ferguson Wellman Capital Management, Inc.$2,022,684$4,561,151,863$0$4,561,151,863
45Homrich Berg$733,809$4,129,668,278$370,049,606$4,499,717,884
46Finaccess Advisors$31,101,738$0$4,354,243,282$4,354,243,282
47Wetherby Asset Management$1,224,186$4,089,044,158$202,950,887$4,291,995,045
48Seven Bridges Advisors LLC$33,766,801$1,947,014,656$2,307,602,309$4,254,616,965
49Welch & Forbes$1,610,820$3,958,753,122$285,757,816$4,244,510,938
50Seven Post Private Investment Office$7,515,481$3,948,625,255$214,951,428$4,163,576,683
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.