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$121,688$113,000,000,000$0$113,000,000,000
2Fisher Investments$1,128,654$65,441,619,574$0$65,441,619,574
3Hall Capital Partners$191,013,438$7,183,577,327$24,715,666,838$31,899,244,165
4Silvercrest Asset Management Group$29,212,692$12,062,912,000$19,136,243,000$31,199,155,000
5Chevy Chase Trust Company$6,410,150$23,172,691,091$0$23,172,691,091
6Edelman Financial Services$213,159$14,880,000,000$0$14,880,000,000
7Veritable LP$4,530,996$13,094,370,000$494,088,000$13,588,458,000
8Oxford Financial Group, Ltd$1,603,328$2,719,235,088$10,857,748,927$13,576,984,015
9Jasper Ridge Partners$4,855,152$13,317,681,425$0$13,317,681,425
10Aperio Group$5,271,954$13,243,148,689$0$13,243,148,689
11Comprehensive Financial Management$389,482,759$11,295,000,000$0$11,295,000,000
12BBR Partners$4,254,859$9,038,200,000$1,820,200,000$10,858,400,000
13Summit Rock Advisors$107,350,000$4,904,000,000$5,831,000,000$10,735,000,000
14Rockefeller & Co., Inc.$3,822,483$10,271,278,276$167,922,019$10,439,200,295
15Brownson, Rehmus & Foxworth Inc.$18,777,823$0$9,989,802,000$9,989,802,000
16The Mutual Fund Store$116,667$9,866,863,103$0$9,866,863,103
17Kayne Anderson Rudnick Investment Management$658,234$8,095,166,786$1,534,144,418$9,629,311,204
18Aspiriant$1,321,707$6,868,198,000$2,437,938,000$9,306,136,000
19Johnson Investment Counsel, Inc.$965,018$8,347,405,000$0$8,347,405,000
20TAG Associates$6,851,096$313,900,000$7,811,500,000$8,125,400,000
21Anchor Capital Advisors LLC$332,719$4,999,249,395$3,105,450,690$8,104,700,085
22Bahl & Gaynor Inc$3,937,020$7,225,566,341$463,432,946$7,688,999,287
23Boston Private Wealth LLC$976,444$6,269,135,858$839,377,263$7,108,513,121
24Ronald Blue & Co.$403,778$5,540,381,000$1,096,121,000$6,636,502,000
25FCI Advisors$621,138$5,396,636,076$894,873,008$6,291,509,084
26Litman Gregory Asset Management$5,149,667$1,341,117,853$4,807,584,177$6,148,702,030
27Mercer Global Advisors Inc.$326,627$5,906,833,704$166,794,929$6,073,628,633
28Pinnacle Associates, Ltd.$1,612,004$6,020,834,000$0$6,020,834,000
29Athena Capital Advisors$13,450,028$5,212,221,336$786,491,327$5,998,712,663
30Ballentine Partners$1,774,210$3,135,948,230$2,853,786,140$5,989,734,370
31Global Financial Private Capital, LLC$87,959$5,864,324,208$0$5,864,324,208
32Gresham Partners$3,790,210$3,073,501,337$2,448,834,509$5,522,335,846
33KLS Professional Advisors Group$613,464$4,961,801,340$553,854,723$5,515,656,063
34Scharf Investments, LLC$1,938,647$5,118,026,785$0$5,118,026,785
35East End Advisors$227,185,500$490,409,449$4,507,671,544$4,998,080,993
36Tiedemann Wealth Management$3,292,739$3,831,599,184$1,074,581,593$4,906,180,777
37The Colony Group, LLC$718,705$3,653,576,216$1,209,181,285$4,862,757,501
38Mill Creek Capital Advisors$15,329,377$4,160,119,083$545,999,638$4,706,118,721
39Convergent Wealth Advisors, LLC$1,585,089$3,148,133,193$1,545,315,305$4,693,448,498
40Fiduciary Counselling Inc$3,382,644$2,369,385,210$2,234,392,822$4,603,778,032
41RGT Wealth Advisors$884,707$3,723,621,742$637,985,471$4,361,607,213
42Ferguson Wellman Capital Management, Inc.$1,786,223$4,311,941,667$0$4,311,941,667
43WE Family Offices$60,533,327$0$4,237,332,863$4,237,332,863
44CV Advisors LLC$41,085,894$284,312,607$3,947,534,514$4,231,847,121
45Savant Capital Management$1,070,544$4,224,367,522$0$4,224,367,522
46Seven Post Private Investment Office$11,233,592$3,812,349,751$366,546,484$4,178,896,235
47Chilton Investment Services$3,700,302$3,977,912,000$33,215,000$4,011,127,000
48Welch & Forbes$1,549,443$3,661,202,400$286,778,381$3,947,980,781
49Seven Bridges Advisors$30,888,944$1,842,208,971$2,049,797,913$3,892,006,884
50Churchill Management Group$307,165$3,762,599,768$112,903,708$3,875,503,476
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.