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$109,490$104,000,000,000$0$104,000,000,000
2Fisher Investments$1,180,122$60,756,197,025$0$60,756,197,025
3Hall Capital Partners$195,023,978$7,891,858,783$24,287,097,654$32,178,956,437
4Chevy Chase Trust Company$6,645,078$21,211,088,683$0$21,211,088,683
5Silvercrest Asset Management Group$19,030,062$11,113,276,000$5,176,457,000$16,289,733,000
6Edelman Financial Services$227,334$14,413,000,000$0$14,413,000,000
7Oxford Financial Group, Ltd$1,954,757$2,201,345,830$11,616,829,914$13,818,175,744
8Veritable LP$4,594,756$13,025,323,000$423,528,000$13,448,851,000
9Jasper Ridge Partners$5,760,533$12,221,720,247$100,059,446$12,321,779,693
10Comprehensive Financial Management$396,428,571$11,100,000,000$0$11,100,000,000
11Summit Rock Advisors$142,263,889$4,713,000,000$5,530,000,000$10,243,000,000
12Brownson, Rehmus & Foxworth Inc.$18,895,276$0$10,127,868,000$10,127,868,000
13The Mutual Fund Store$123,970$10,080,000,000$0$10,080,000,000
14Aperio Group$5,412,713$10,045,994,426$0$10,045,994,426
15Rockefeller & Co., Inc.$4,841,319$9,394,857,836$374,924,482$9,769,782,318
16Kayne Anderson Rudnick Investment Management$699,370$7,990,714,501$1,376,642,658$9,367,357,159
17Boston Private Wealth LLC$1,019,695$7,808,922,647$1,126,667,312$8,935,589,959
18BBR Partners$3,725,073$7,107,700,000$1,776,600,000$8,884,300,000
19Anchor Capital Advisors LLC$378,818$6,044,883,452$2,706,567,213$8,751,450,665
20Johnson Investment Counsel, Inc.$1,043,366$8,675,586,000$0$8,675,586,000
21Aspiriant$1,402,584$5,748,106,878$2,678,617,896$8,426,724,774
22TAG Associates$7,163,986$316,800,000$8,057,900,000$8,374,700,000
23Ronald Blue & Co.$467,988$7,423,150,000$848,542,000$8,271,692,000
24Convergent Wealth Advisors, LLC$2,344,113$5,847,015,023$2,355,036,310$8,202,051,333
25Litman Gregory Asset Management$6,466,298$1,395,805,988$6,137,431,064$7,533,237,052
26Bahl & Gaynor Inc$4,092,112$7,063,055,632$405,049,221$7,468,104,853
27myCIO Wealth Partners$1,415,372$3,025,985,074$3,977,275,805$7,003,260,879
28FCI Advisors$660,424$5,398,278,801$921,315,263$6,319,594,064
29Mercer Global Advisors Inc.$365,536$5,978,101,581$164,725,074$6,142,826,655
30Athena Capital Advisors$12,921,097$5,139,629,697$804,074,706$5,943,704,403
31Reynders, McVeigh Capital Management$6,071,507$926,239,647$4,920,621,961$5,846,861,608
32KLS Professional Advisors Group$646,368$5,167,642,131$646,442,292$5,814,084,423
33Reinhart Partners, Inc.$967,313$5,357,290,052$19,034,811$5,376,324,863
34Tiedemann Wealth Management$4,373,988$4,753,115,383$583,150,398$5,336,265,781
35Ballentine Partners$1,827,790$2,288,251,914$2,950,193,634$5,238,445,548
36East End Advisors$224,481,420$479,386,438$4,459,204,809$4,938,591,247
37Gresham Partners$2,324,474$2,738,916,179$2,019,282,141$4,758,198,320
38Fiduciary Counselling Inc$3,675,496$2,463,143,725$2,292,947,466$4,756,091,191
39Douglas C. Lane & Associates, Inc.$1,055,237$4,375,351,392$2,827,335$4,378,178,727
40CV Advisors LLC$44,556,498$273,899,631$4,003,524,139$4,277,423,770
41Ferguson Wellman Capital Management, Inc.$1,837,674$4,211,948,942$0$4,211,948,942
42Welch & Forbes$1,678,520$3,817,728,072$351,716,515$4,169,444,587
43Savant Capital Management$1,217,136$4,089,030,755$30,975,975$4,120,006,730
44Halbert Hargrove$1,261,013$2,225,726,005$1,882,654,458$4,108,380,463
45Altair Advisers$7,119,979$795,600,372$3,255,667,612$4,051,267,984
46Symmetry Partners$174,167$4,029,000,000$0$4,029,000,000
47Seven Bridges Advisors$36,257,598$1,865,226,583$2,159,366,747$4,024,593,330
48Finaccess Advisors$15,398,634$0$4,003,644,863$4,003,644,863
49Seven Post Private Investment Office$12,042,566$3,594,085,666$404,046,334$3,998,132,000
50Homrich Berg$731,084$3,518,249,697$417,905,951$3,936,155,648
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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 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, 2014. (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.