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
1Silvercrest Asset Management Group$30,214,328$13,801,446,000$19,313,458,000$33,114,904,000
2Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
3Veritable LP$4,719,367$13,558,893,000$485,943,000$14,044,836,000
4Comprehensive Financial Management LLC$332,757,576$10,981,000,000$0$10,981,000,000
5Aspiriant, LLC$1,237,652$8,434,171,000$2,098,248,000$10,532,419,000
6Brownson, Rehmus & Foxworth, Inc.$22,578,303$0$10,273,128,000$10,273,128,000
7Tiedemann Wealth Management$18,777,907$5,313,172,571$2,911,550,779$8,224,723,350
8Boston Private Wealth$1,072,723$6,343,034,869$399,027,966$6,742,062,835
9Evercore Wealth Management, LLC$2,485,175$6,412,573,391$61,308,587$6,473,881,978
10Ballentine Partners$1,682,109$3,155,533,905$3,241,528,496$6,397,062,401
11KLS Professional Advisors Group$640,537$5,013,711,467$561,518,487$5,575,229,954
12Athena Capital Advisors$11,673,605$4,884,524,147$613,743,644$5,498,267,791
13WE Family Offices$76,307,860$0$5,341,550,224$5,341,550,224
14CV Advisors LLC$8,600,202$501,063,992$4,590,255,580$5,091,319,572
15Tolleson Private Wealth Management$1,573,824$4,738,755,871$177,869,829$4,916,625,700
16Wetherby Asset Management$1,224,186$4,089,044,158$202,950,887$4,291,995,045
17Welch & Forbes$1,610,820$3,958,753,122$285,757,816$4,244,510,938
18Churchill Management Group$304,972$3,936,562,853$92,729,993$4,029,292,846
19Gofen and Glossberg$1,311,386$3,694,302,811$275,263,127$3,969,565,938
20Brighton Jones$3,059,421$3,864,523,642$69,892,185$3,934,415,827
21Altair Advisers$6,259,526$939,606,434$2,916,261,325$3,855,867,759
22RGT Wealth Advisors$882,097$3,612,228,620$239,008,984$3,851,237,604
23Bartlett & Co.$3,029,915$3,471,743,815$106,585,935$3,578,329,750
24Dowling & Yahnke, LLC$893,864$3,566,516,863$0$3,566,516,863
25Signature$3,377,024$3,542,498,638$0$3,542,498,638
26Bingham, Osborn & Scarborough$1,080,944$3,187,124,800$348,642,735$3,535,767,535
27WMS Partners$6,709,552$2,408,286,015$1,033,714,041$3,442,000,056
28Plancorp$592,715$3,437,552,700$3,158,400$3,440,711,100
29Davis R M Inc$764,568$3,381,088,115$8,241,923$3,389,330,038
30Threshold Group, LLC$2,402,139$1,479,824,361$1,883,169,895$3,362,994,256
31Joel Isaacson & Co.$899,897$1,853,019,401$1,433,406,085$3,286,425,486
32Hartland & Co$1,219,900$2,494,759,233$731,876,507$3,226,635,740
33Klingenstein Fields Wealth Advisors$2,837,841$3,141,913,862$5,251,621$3,147,165,483
34Bradley Foster & Sargent Inc$1,050,853$3,059,254,691$59,676,912$3,118,931,603
35Ropes Wealth Advisors$1,337,913$2,896,339,465$163,467,845$3,059,807,310
36Sullivan, Bruyette, Speros & Blayney, LLC$3,075,393$2,937,000,000$0$2,937,000,000
37Northeast Financial Consultants, Inc$1,490,504$1,381,862,749$1,412,832,633$2,794,695,382
38Lake Street Advisors$1,710,573$909,385,492$1,748,845,300$2,658,230,792
39Columbia Pacific Capital Management$3,335,946$1,447,774,000$1,134,248,000$2,582,022,000
40EP Wealth Advisors$415,189$2,484,000,000$91,000,000$2,575,000,000
41Signaturefd, LLC$2,767,426$2,010,720,282$549,149,064$2,559,869,346
42Geller Family Office Services$4,449,185$2,469,297,781$0$2,469,297,781
43Valeo Financial Advisors$264,641$820,329,368$1,604,838,603$2,425,167,971
44Truepoint, Inc.$468,401$2,384,718,199$23,800,932$2,408,519,131
45Matter Family Office$9,891,130$0$2,344,197,757$2,344,197,757
46McCutchen Group$3,671,012$1,374,217,318$887,126,299$2,261,343,617
47Executive Monetary Management$18,359,156$8,309,962$2,249,866,220$2,258,176,182
48Budros, Ruhlin & Roe, Inc.$346,774$2,122,538,576$112,763,709$2,235,302,285
49Badgley Phelps Wealth Managers$1,404,279$1,907,192,499$303,142,141$2,210,334,640
50Heritage Investors Management Corp$1,834,639$2,120,096,908$17,257,447$2,137,354,355
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.