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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors LLC | $96,702 | $63,900,000,000 | $0 | $63,900,000,000 |
| 2 | Hall Capital Partners LLC | $162,177,453 | $4,797,736,006 | $20,988,479,028 | $25,786,215,034 |
| 3 | Chevy Chase Trust Co. | $5,177,408 | $14,641,711,000 | $0 | $14,641,711,000 |
| 4 | Silvercrest Asset Management Group LLC | $2,987,698 | $8,600,000,000 | $5,000,000,000 | $13,600,000,000 |
| 5 | Comprehensive Financial Management LLC | $555,000,000 | $11,100,000,000 | $0 | $11,100,000,000 |
| 6 | Summit Rock Advisors LLC | $124,765,625 | $3,053,000,000 | $4,932,000,000 | $7,985,000,000 |
| 7 | Ronald Blue & Co. LLC | $450,331 | $6,422,164,000 | $874,105,500 | $7,296,269,500 |
| 8 | Johnson Investment Counsel Inc. | $895,061 | $7,234,781,000 | $0 | $7,234,781,000 |
| 9 | Aspiriant LLC | $1,517,320 | $4,003,313,000 | $3,206,991,000 | $7,210,304,000 |
| 10 | The Mutual Fund Store | $98,286 | $7,101,648,265 | $0 | $7,101,648,265 |
| 11 | Tag Associates LLC | $6,692,469 | $825,400,000 | $6,195,000,000 | $7,020,400,000 |
| 12 | Litman Gregory Asset Management LLC | $6,506,252 | $1,243,246,808 | $5,458,192,244 | $6,701,439,052 |
| 13 | BBR Partners LLC | $5,338,704 | $5,221,700,000 | $1,371,600,000 | $6,593,300,000 |
| 14 | Mycio Wealth Partners LLC | $1,433,936 | $2,343,274,719 | $3,654,879,096 | $5,998,153,815 |
| 15 | Bahl & Gaynor Inc. | $3,307,880 | $5,134,572,569 | $273,810,750 | $5,408,383,319 |
| 16 | Fiduciary Counselling Inc. | $4,045,757 | $1,997,207,825 | $2,966,936,237 | $4,964,144,062 |
| 17 | KLS Professional Advisors Group LLC | $595,127 | $4,224,437,160 | $691,311,326 | $4,915,748,486 |
| 18 | Reinhart Partners Inc. | $818,600 | $4,366,810,000 | $120,754,000 | $4,487,564,000 |
| 19 | Chilton Private Clients LLC | $4,707,739 | $4,343,450,866 | $6,500,000 | $4,349,950,866 |
| 20 | Athena Capital Advisors LLC | $11,136,660 | $2,585,476,064 | $1,702,138,068 | $4,287,614,132 |
| 21 | Mercer Global Advisors Inc. | $282,258 | $4,162,557,299 | $98,416,509 | $4,260,973,808 |
| 22 | Baker Street Advisors LLC | $3,756,708 | $0 | $4,200,000,000 | $4,200,000,000 |
| 23 | Tiedemann Wealth Management LLC | $3,154,775 | $3,718,411,163 | $284,998,034 | $4,003,409,197 |
| 24 | East End Advisors LLC | $182,682,614 | $560,623,094 | $3,275,711,797 | $3,836,334,891 |
| 25 | Ballentine Partners | $1,449,302 | $2,045,790,267 | $1,777,469,454 | $3,823,259,721 |
| 26 | Wetherby Asset Management | $1,210,312 | $3,231,652,202 | $160,853,451 | $3,392,505,653 |
| 27 | Altair Advisers LLC | $7,413,789 | $514,808,427 | $2,836,224,030 | $3,351,032,457 |
| 28 | Symmetry Partners | $124,905 | $3,295,000,000 | $0 | $3,295,000,000 |
| 29 | Ferguson Wellman Capital Management Inc. | $1,601,379 | $3,241,190,849 | $0 | $3,241,190,849 |
| 30 | Aperio Group LLC | $3,630,307 | $3,238,233,931 | $0 | $3,238,233,931 |
| 31 | Federal Street Advisors Inc. | $2,127,894 | $0 | $3,185,456,644 | $3,185,456,644 |
| 32 | Gofen and Glossberg LLC | $1,086,824 | $2,829,534,649 | $166,838,114 | $2,996,372,763 |
| 33 | Bartlett & Co. LLC | $1,108,702 | $2,860,037,145 | $55,848,763 | $2,915,885,908 |
| 34 | Savant Capital Management | $1,021,397 | $2,881,130,579 | $28,828,763 | $2,909,959,342 |
| 35 | Mill Creek Capital Advisors LLC | $12,862,463 | $2,247,382,458 | $582,359,421 | $2,829,741,879 |
| 36 | Signature | $2,901,075 | $2,767,625,845 | $0 | $2,767,625,845 |
| 37 | Brick Capital Management Inc. | $72,324,324 | $0 | $2,676,000,000 | $2,676,000,000 |
| 38 | RMB Capital Management | $277,503 | $2,383,270,486 | $274,102,499 | $2,657,372,985 |
| 39 | Northeast Financial Consultants Inc. | $1,646,996 | $1,235,894,564 | $1,400,946,477 | $2,636,841,041 |
| 40 | Alaska Permanent Capital Management Co. | $6,712,596 | $2,616,107,480 | $1,804,950 | $2,617,912,430 |
| 41 | Cornerstone Advisors Inc. | $1,283,951 | $2,600,000,000 | $0 | $2,600,000,000 |
| 42 | Executive Monetary Management LLC | $19,750,897 | $30,619,766 | $2,556,747,778 | $2,587,367,544 |
| 43 | Homrich Berg | $626,211 | $2,078,650,000 | $486,310,000 | $2,564,960,000 |
| 44 | Douglas C. Lane & Associates Inc. | $758,743 | $2,530,885,637 | $10,902,005 | $2,541,787,642 |
| 45 | Threshold Group LLC | $1,272,870 | $538,798,585 | $1,985,303,485 | $2,524,102,070 |
| 46 | Bingham Osborn & Scarborough LLC | $865,950 | $2,141,818,500 | $312,284,800 | $2,454,103,300 |
| 47 | Seven Bridges Advisors LLC | $25,776,295 | $576,580,000 | $1,872,168,000 | $2,448,748,000 |
| 48 | Becker Capital Management Inc. | $2,961,244 | $2,413,414,107 | $0 | $2,413,414,107 |
| 49 | Dowling & Yahnke LLC | $745,717 | $2,341,551,203 | $0 | $2,341,551,203 |
| 50 | Regentatlantic | $1,543,046 | $2,305,000,000 | $25,000,000 | $2,330,000,000 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.