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$96,702$63,900,000,000$0$63,900,000,000
2Hall Capital Partners$162,177,453$4,797,736,006$20,988,479,028$25,786,215,034
3Chevy Chase Trust Co.$5,177,408$14,641,711,000$0$14,641,711,000
4Silvercrest Asset Management Group$18,230,904$8,230,286,000$5,278,814,000$13,509,100,000
5Comprehensive Financial Management$555,000,000$11,100,000,000$0$11,100,000,000
6Summit Rock Advisors$124,765,625$3,053,000,000$4,932,000,000$7,985,000,000
7Ronald Blue & Co.$453,505$6,715,479,000$853,065,000$7,568,544,000
8Johnson Investment Counsel Inc.$895,061$7,234,781,000$0$7,234,781,000
9Aspiriant$1,517,320$4,003,313,000$3,206,991,000$7,210,304,000
10TAG Associates$6,692,469$825,400,000$6,195,000,000$7,020,400,000
11Litman Gregory Asset Management$6,506,252$1,243,246,808$5,458,192,244$6,701,439,052
12BBR Partners$5,338,704$5,221,700,000$1,371,600,000$6,593,300,000
13Bahl & Gaynor Inc.$3,539,285$5,755,284,017$279,197,426$6,034,481,443
14MyCIO Wealth Partners$1,433,936$2,343,274,719$3,654,879,096$5,998,153,815
15Beacon Pointe Advisors$1,335,847$2,461,594,222$3,209,075,909$5,670,670,131
16Fiduciary Counselling Inc.$4,045,757$1,997,207,825$2,966,936,237$4,964,144,062
17KLS Professional Advisors Group$595,127$4,224,437,160$691,311,326$4,915,748,486
18Mercer Global Advisors Inc.$313,791$4,783,469,900$109,475,842$4,892,945,742
19Reinhart Partners Inc.$818,600$4,366,810,000$120,754,000$4,487,564,000
20Chilton Investment Services$4,707,739$4,343,450,866$6,500,000$4,349,950,866
21Banyan Partners$920,657$3,608,192,869$727,181,215$4,335,374,084
22Athena Capital Advisors$11,136,660$2,585,476,064$1,702,138,068$4,287,614,132
23Baker Street Advisors$3,756,708$0$4,200,000,000$4,200,000,000
24East End Advisors$182,682,614$560,623,094$3,275,711,797$3,836,334,891
25Ballentine Partners$1,449,302$2,045,790,267$1,777,469,454$3,823,259,721
26Tiedemann Wealth Management$2,906,283$3,642,306,036$173,643,982$3,815,950,018
27Wetherby Asset Management$1,210,312$3,231,652,202$160,853,451$3,392,505,653
28Welch & Forbes$1,413,030$3,022,334,672$333,612,207$3,355,946,879
29Altair Advisers$7,413,789$514,808,427$2,836,224,030$3,351,032,457
30Symmetry Partners$124,905$3,295,000,000$0$3,295,000,000
31Ferguson Wellman Capital Management Inc.$1,601,379$3,241,190,849$0$3,241,190,849
32Aperio Group$3,630,307$3,238,233,931$0$3,238,233,931
33Federal Street Advisors Inc.$2,127,894$0$3,185,456,644$3,185,456,644
34Gofen and Glossberg$1,086,824$2,829,534,649$166,838,114$2,996,372,763
35Bartlett & Co.$1,108,702$2,860,037,145$55,848,763$2,915,885,908
36Savant Capital Management$1,021,397$2,881,130,579$28,828,763$2,909,959,342
37Mill Creek Capital Advisors$12,862,463$2,247,382,458$582,359,421$2,829,741,879
38Orgel Wealth Management$419,613$2,553,170,672$269,568,341$2,822,739,013
39Signature$2,901,075$2,767,625,845$0$2,767,625,845
40Evanson Asset Management$734,440$2,676,327,050$14,660,749$2,690,987,799
41Brick Capital Management Inc.$72,324,324$0$2,676,000,000$2,676,000,000
42RMB Capital Management$277,503$2,383,270,486$274,102,499$2,657,372,985
43Northeast Financial Consultants Inc.$1,646,996$1,235,894,564$1,400,946,477$2,636,841,041
44Alaska Permanent Capital Management Co$6,712,596$2,616,107,480$1,804,950$2,617,912,430
45Cornerstone Advisors Inc.$1,283,951$2,600,000,000$0$2,600,000,000
46Executive Monetary Management$19,750,897$30,619,766$2,556,747,778$2,587,367,544
47Homrich Berg$626,211$2,078,650,000$486,310,000$2,564,960,000
48Douglas C. Lane & Associates Inc.$758,743$2,530,885,637$10,902,005$2,541,787,642
49Threshold Group$1,272,870$538,798,585$1,985,303,485$2,524,102,070
50Dowling & Yahnke$754,505$2,455,914,956$0$2,455,914,956
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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, 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.