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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 | $77,006 | $47,500,000,000 | N/A | $47,500,000,000 |
| 2 | The Mutual Fund Store | $399,395 | $18,814,231,877 | $4,156,596,741 | $22,970,828,618 |
| 3 | Hall Capital Partners LLC | $140,783,068 | $2,865,651,212 | $19,237,290,426 | $22,102,941,638 |
| 4 | Silvercrest Asset Management Group LLC | $2,402,870 | $7,276,000,000 | $3,275,000,000 | $10,551,000,000 |
| 5 | Chevy Chase Trust Company | $5,029,820 | $10,361,421,000 | $5,038,000 | $10,366,459,000 |
| 6 | Oxford Financial GroupLtd | $1,725,416 | $473,036,000 | $9,534,375,260 | $10,007,411,260 |
| 7 | Comprehensive Financial Management LLC | $464,705,882 | $7,900,000,000 | N/A | $7,900,000,000 |
| 8 | Rockefeller & Co. Inc. | $2,317,018 | $6,096,386,103 | $989,056,315 | $7,085,442,418 |
| 9 | Tag Associates LLC | $6,670,623 | $419,300,000 | $6,438,100,000 | $6,857,400,000 |
| 10 | Aspiriant LLC | $1,321,161 | $2,896,075,000 | $3,870,913,000 | $6,766,988,000 |
| 11 | Johnson Investment Counsel Inc. | $894,414 | $6,766,245,000 | N/A | $6,766,245,000 |
| 12 | Summit Rock Advisors LLC | $113,581,035 | $2,246,000,000 | $4,341,700,000 | $6,587,700,000 |
| 13 | Ronald Blue & Co. LLC | $409,653 | $6,339,088,000 | $101,071,000 | $6,440,159,000 |
| 14 | Bbr Partners LLC | $5,497,033 | $4,368,600,000 | $1,375,800,000 | $5,744,400,000 |
| 15 | Mycio Wealth Partners LLC | $1,366,590 | $1,962,398,613 | $3,581,859,021 | $5,544,257,634 |
| 16 | Litman Gregory Asset Management LLC | $6,153,537 | $1,107,842,000 | $4,301,117,000 | $5,408,959,000 |
| 17 | Luminous Capital LLC | $2,258,538 | $4,857,803,704 | $483,638,443 | $5,341,442,147 |
| 18 | Kls Professional Advisors Group LLC | $634,930 | $4,270,467,403 | $485,159,798 | $4,755,627,201 |
| 19 | Chilton Private Clients LLC | $4,790,917 | $4,613,653,360 | N/A | $4,613,653,360 |
| 20 | Bahl & Gaynor Inc. | $2,909,075 | $4,329,136,354 | $223,565,294 | $4,552,701,648 |
| 21 | Athena Capital Advisors LLC | $11,752,734 | $2,781,655,172 | $1,296,543,535 | $4,078,198,707 |
| 22 | Reinhart Partners Inc. | $905,349 | $3,789,414,000 | $24,822,000 | $3,814,236,000 |
| 23 | East End Advisors LLC | $178,729,136 | $887,888,459 | $2,865,423,389 | $3,753,311,848 |
| 24 | Fiduciary Counselling Inc. | $3,240,927 | $1,713,119,687 | $2,010,705,904 | $3,723,825,591 |
| 25 | Baker Street Advisors LLC | $3,657,576 | N/A | $3,621,000,000 | $3,621,000,000 |
| 26 | Ballentine Partners | $1,450,094 | $2,094,644,266 | $1,526,239,777 | $3,620,884,043 |
| 27 | Tiedemann Wealth Management LLC | $2,970,105 | $2,989,675,059 | $223,978,556 | $3,213,653,615 |
| 28 | Symmetry Partners | $131,011 | $3,212,000,000 | N/A | $3,212,000,000 |
| 29 | Federal Street Advisors Inc. | $2,015,851 | N/A | $3,035,871,549 | $3,035,871,549 |
| 30 | Wetherby Asset Management | $959,590 | $2,916,452,526 | $96,659,449 | $3,013,111,975 |
| 31 | Spruce Private Investors LLC | $13,564,130 | $1,173,566,000 | $1,756,286,000 | $2,929,852,000 |
| 32 | Ferguson Wellman Capital Management Inc. | $1,575,056 | $2,915,429,525 | N/A | $2,915,429,525 |
| 33 | Bartlett & Co. LLC | $1,137,407 | $2,824,945,548 | $50,419,439 | $2,875,364,987 |
| 34 | Altair Advisers LLC | $7,418,362 | $404,254,499 | $2,429,559,854 | $2,833,814,353 |
| 35 | MasseyQuick & Co. LLC | $5,235,929 | $260,615,148 | $2,572,022,493 | $2,832,637,641 |
| 36 | Gofen And GlossbergLLC | $1,036,977 | $2,608,865,452 | $165,047,787 | $2,773,913,239 |
| 37 | Savant Capital Management | $962,422 | $2,600,828,706 | $49,682,330 | $2,650,511,036 |
| 38 | Threshold Group LLC | $1,369,103 | $221,387,545 | $2,364,847,648 | $2,586,235,193 |
| 39 | Riverbridge Partners | $933,025 | $2,558,354,112 | N/A | $2,558,354,112 |
| 40 | Signature | $2,960,245 | $2,504,367,594 | N/A | $2,504,367,594 |
| 41 | Cornerstone Advisors Inc. | $1,270,971 | $2,500,000,000 | N/A | $2,500,000,000 |
| 42 | Hewins Financial Advisors LLC | $664,048 | $1,010,292,730 | $1,486,529,323 | $2,496,822,053 |
| 43 | Alaska Permanent Capital Management Co | $7,117,826 | $2,461,102,963 | $1,664,990 | $2,462,767,953 |
| 44 | Rmb Capital Management | $350,343 | $1,957,079,719 | $495,675,070 | $2,452,754,789 |
| 45 | Tolleson Private Wealth Management | $1,086,097 | $1,834,626,371 | $576,509,062 | $2,411,135,433 |
| 46 | Executive Monetary Management LLC | $18,406,525 | $10,647,376 | $2,382,200,850 | $2,392,848,226 |
| 47 | Regentatlantic Capital LLC | $460,454 | $2,157,936,615 | $212,019,556 | $2,369,956,171 |
| 48 | Northeast Financial Consultants Inc. | $1,531,571 | $1,094,188,374 | $1,256,773,736 | $2,350,962,110 |
| 49 | Silver Bridge | $1,179,618 | $1,992,026,933 | $348,335,546 | $2,340,362,479 |
| 50 | Atherton Lane Advisers LLC | $3,313,626 | $2,149,931,830 | $139,783,472 | $2,289,715,302 |
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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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.