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$6,621,475$18,944,040,654$0$18,944,040,654
5Silvercrest Asset Management Group$19,520,262$10,596,111,000$5,273,862,000$15,869,973,000
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
10The Mutual Fund Store$119,998$9,620,000,000$0$9,620,000,000
11Summit Rock Advisors$146,555,556$3,975,000,000$5,258,000,000$9,233,000,000
12Kayne Anderson Rudnick Investment Management$703,698$7,717,600,267$1,319,282,970$9,036,883,237
13Convergent Wealth Advisors, LLC$1,736,573$6,170,643,536$2,251,733,365$8,422,376,901
14TAG Associates$7,485,753$351,900,000$8,002,200,000$8,354,100,000
15Johnson Investment Counsel, Inc.$1,034,022$8,194,628,000$0$8,194,628,000
16Aspiriant$1,543,798$4,892,104,000$3,198,943,000$8,091,047,000
17Ronald Blue & Co.$471,378$7,012,161,000$815,546,000$7,827,707,000
18Litman Gregory Asset Management$7,208,780$1,361,027,585$6,345,158,664$7,706,186,249
19Capital Strategies Investment Group$48,702,202$700,135,983$6,800,003,096$7,500,139,079
20BBR Partners$6,143,729$6,175,100,000$1,172,800,000$7,347,900,000
21Bahl & Gaynor Inc$4,136,366$6,864,533,884$398,924,730$7,263,458,614
22Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
23myCIO Wealth Partners$1,348,519$2,830,048,763$3,629,356,167$6,459,404,930
24Mercer Global Advisors Inc.$354,180$5,630,216,734$135,828,991$5,766,045,725
25KLS Professional Advisors Group$671,258$4,897,589,162$728,899,220$5,626,488,382
26Tiedemann Wealth Management$4,419,662$4,743,471,792$608,739,250$5,352,211,042
27Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
28Athena Capital Advisors$12,102,330$2,424,375,216$2,670,705,704$5,095,080,920
29Reinhart Partners, Inc.$939,591$4,834,026,641$17,083,646$4,851,110,287
30Ballentine Partners$1,589,428$2,268,298,424$2,509,522,609$4,777,821,033
31Fiduciary Counselling Inc$3,689,365$2,208,957,087$2,424,885,264$4,633,842,351
32Banyan Partners$849,592$3,712,000,000$869,000,000$4,581,000,000
33Gresham Partners$2,339,588$2,396,814,053$2,174,741,204$4,571,555,257
34BP Wealth Management$833,276$3,305,524,211$1,184,166,444$4,489,690,655
35East End Advisors$186,421,433$596,945,985$3,877,168,402$4,474,114,387
36Savant Capital Management$1,260,122$4,064,429,713$32,226,214$4,096,655,927
37Finaccess Advisors$17,476,814$0$4,072,097,743$4,072,097,743
38RMB Capital Management$383,870$2,959,295,301$1,018,367,641$3,977,662,942
39Halbert Hargrove$1,277,608$2,112,700,643$1,861,939,364$3,974,640,007
40Welch & Forbes$1,625,616$3,593,810,855$354,809,530$3,948,620,385
41Chilton Investment Services$4,246,718$3,913,822,366$5,898,520$3,919,720,886
42Symmetry Partners$173,740$3,840,000,000$0$3,840,000,000
43Ferguson Wellman Capital Management, Inc.$1,808,656$3,834,350,668$0$3,834,350,668
44Seven Post Private Investment Office$22,747,370$3,367,381,486$385,934,559$3,753,316,045
45Altair Advisers$7,801,333$670,160,959$3,058,876,342$3,729,037,301
46Wetherby Asset Management$1,286,261$3,502,847,591$142,415,722$3,645,263,313
47Douglas C. Lane & Associates, Inc.$980,399$3,582,927,189$15,135,451$3,598,062,640
48Seven Bridges Advisors$35,249,503$1,467,588,863$2,127,860,432$3,595,449,295
49Federal Street Advisors Inc$2,609,272$52,471,107$3,472,655,915$3,525,127,022
50Gofen and Glossberg$1,232,469$3,298,654,232$213,881,903$3,512,536,135
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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.