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$105,615$88,200,000,000$0$88,200,000,000
2Fisher Investments$1,375,420$53,827,069,320$0$53,827,069,320
3Hall Capital Partners$186,848,625$6,147,197,170$24,122,280,109$30,269,477,279
4Chevy Chase Trust Company$6,458,283$18,205,900,350$0$18,205,900,350
5Silvercrest Asset Management Group$19,479,160$10,063,737,000$5,305,320,000$15,369,057,000
6Veritable LP$4,605,107$12,389,087,000$555,868,000$12,944,955,000
7Oxford Financial Group, Ltd$1,927,570$1,742,710,000$10,709,395,000$12,452,105,000
8Comprehensive Financial Management$486,956,522$11,200,000,000$0$11,200,000,000
9Rockefeller & Co., Inc.$5,188,737$9,644,491,034$1,262,234,564$10,906,725,598
10Summit Rock Advisors$146,555,556$3,975,000,000$5,258,000,000$9,233,000,000
11Kayne Anderson Rudnick Investment Management$703,698$7,717,600,267$1,319,282,970$9,036,883,237
12TAG Associates$7,485,753$351,900,000$8,002,200,000$8,354,100,000
13Johnson Investment Counsel, Inc.$1,034,022$8,194,628,000$0$8,194,628,000
14Aspiriant$1,543,798$4,892,104,000$3,198,943,000$8,091,047,000
15Ronald Blue & Co.$471,378$7,012,161,000$815,546,000$7,827,707,000
16Litman Gregory Asset Management$7,208,780$1,361,027,585$6,345,158,664$7,706,186,249
17Capital Strategies Investment Group$48,702,202$700,135,983$6,800,003,096$7,500,139,079
18BBR Partners$6,143,729$6,175,100,000$1,172,800,000$7,347,900,000
19Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
20myCIO Wealth Partners$1,348,519$2,830,048,763$3,629,356,167$6,459,404,930
21Bahl & Gaynor Inc$3,708,139$5,990,058,555$384,232,052$6,374,290,607
22KLS Professional Advisors Group$671,258$4,897,589,162$728,899,220$5,626,488,382
23Mercer Global Advisors Inc.$343,585$5,386,357,717$126,115,058$5,512,472,775
24Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
25Athena Capital Advisors$12,102,330$2,424,375,216$2,670,705,704$5,095,080,920
26Reinhart Partners, Inc.$983,368$4,834,026,641$244,083,646$5,078,110,287
27Ballentine Partners$1,589,428$2,268,298,424$2,509,522,609$4,777,821,033
28Fiduciary Counselling Inc$3,689,365$2,208,957,087$2,424,885,264$4,633,842,351
29Tiedemann Wealth Management$3,791,036$4,009,629,315$577,523,703$4,587,153,018
30Banyan Partners$849,592$3,712,000,000$869,000,000$4,581,000,000
31Gresham Partners$2,339,588$2,396,814,053$2,174,741,204$4,571,555,257
32East End Advisors$186,421,433$596,945,985$3,877,168,402$4,474,114,387
33Finaccess Advisors$17,476,814$0$4,072,097,743$4,072,097,743
34RMB Capital Management$383,870$2,959,295,301$1,018,367,641$3,977,662,942
35Halbert Hargrove$1,277,608$2,112,700,643$1,861,939,364$3,974,640,007
36Welch & Forbes$1,625,616$3,593,810,855$354,809,530$3,948,620,385
37Chilton Investment Services$4,246,718$3,913,822,366$5,898,520$3,919,720,886
38Savant Capital Management$1,180,825$3,835,629,741$31,571,759$3,867,201,500
39Symmetry Partners$173,740$3,840,000,000$0$3,840,000,000
40Ferguson Wellman Capital Management, Inc.$1,808,656$3,834,350,668$0$3,834,350,668
41Seven Post Private Investment Office$22,747,370$3,367,381,486$385,934,559$3,753,316,045
42Altair Advisers$7,801,333$670,160,959$3,058,876,342$3,729,037,301
43Wetherby Asset Management$1,286,261$3,502,847,591$142,415,722$3,645,263,313
44Orgel Wealth Management$435,142$2,698,843,249$918,926,499$3,617,769,748
45Douglas C. Lane & Associates, Inc.$980,399$3,582,927,189$15,135,451$3,598,062,640
46Seven Bridges Advisors$35,249,503$1,467,588,863$2,127,860,432$3,595,449,295
47Federal Street Advisors Inc$2,609,272$52,471,107$3,472,655,915$3,525,127,022
48Gofen and Glossberg$1,232,469$3,298,654,232$213,881,903$3,512,536,135
49Mill Creek Capital Advisors$13,810,495$2,701,854,713$778,389,950$3,480,244,663
50Churchill Management Group$370,070$3,365,349,336$25,235,134$3,390,584,470
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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.