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
11Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,188,992$5,956,507,415$196,747,827$6,153,255,242
12KLS Professional Advisors Group$640,537$5,013,711,467$561,518,487$5,575,229,954
13Athena Capital Advisors$11,673,605$4,884,524,147$613,743,644$5,498,267,791
14CV Advisors LLC$9,934,020$528,816,440$4,964,696,707$5,493,513,147
15WE Family Offices$76,307,860$0$5,341,550,224$5,341,550,224
16Tolleson Private Wealth Management$1,573,824$4,738,755,871$177,869,829$4,916,625,700
17Churchill Management Group$321,545$4,401,429,074$104,703,647$4,506,132,721
18Wetherby Asset Management$1,224,186$4,089,044,158$202,950,887$4,291,995,045
19Welch & Forbes$1,610,820$3,958,753,122$285,757,816$4,244,510,938
20Gofen and Glossberg$1,311,386$3,694,302,811$275,263,127$3,969,565,938
21Brighton Jones$3,059,421$3,864,523,642$69,892,185$3,934,415,827
22WMS Partners$5,918,490$2,712,373,140$1,164,238,044$3,876,611,184
23Altair Advisers$6,259,526$939,606,434$2,916,261,325$3,855,867,759
24RGT Wealth Advisors$882,097$3,612,228,620$239,008,984$3,851,237,604
25Dowling & Yahnke, LLC$929,878$3,774,376,361$0$3,774,376,361
26Bartlett & Co.$3,029,915$3,471,743,815$106,585,935$3,578,329,750
27Signature Family Wealth Advisors$3,377,024$3,542,498,638$0$3,542,498,638
30Davis R M Inc$764,568$3,381,088,115$8,241,923$3,389,330,038
31Threshold Group, LLC$2,402,139$1,479,824,361$1,883,169,895$3,362,994,256
32Joel Isaacson & Co.$899,897$1,853,019,401$1,433,406,085$3,286,425,486
33Hartland & Co$1,219,900$2,494,759,233$731,876,507$3,226,635,740
34Klingenstein Fields Wealth Advisors$2,837,841$3,141,913,862$5,251,621$3,147,165,483
35Bradley Foster & Sargent Inc$1,050,853$3,059,254,691$59,676,912$3,118,931,603
36Ropes Wealth Advisors$1,337,913$2,896,339,465$163,467,845$3,059,807,310
37Columbia Pacific Capital Management$4,005,267$1,901,471,000$1,138,527,000$3,039,998,000
38Sullivan, Bruyette, Speros & Blayney, LLC$3,075,393$2,937,000,000$0$2,937,000,000
39Northeast Financial Consultants, Inc$1,490,504$1,381,862,749$1,412,832,633$2,794,695,382
40Sepio Capital, LLC$2,633,703$1,530,000,000$1,080,000,000$2,610,000,000
41EP Wealth Advisors$415,189$2,484,000,000$91,000,000$2,575,000,000
42Signaturefd, LLC$2,767,426$2,010,720,282$549,149,064$2,559,869,346
43Geller Family Office Services$4,449,185$2,469,297,781$0$2,469,297,781
44Valeo Financial Advisors$264,641$820,329,368$1,604,838,603$2,425,167,971
45Truepoint, Inc.$468,401$2,384,718,199$23,800,932$2,408,519,131
46Matter Family Office$9,891,130$0$2,344,197,757$2,344,197,757
47McCutchen Group$3,671,012$1,374,217,318$887,126,299$2,261,343,617
48Executive Monetary Management$18,359,156$8,309,962$2,249,866,220$2,258,176,182
49Budros, Ruhlin & Roe, Inc.$346,774$2,122,538,576$112,763,709$2,235,302,285
50Badgley Phelps Wealth Managers$1,404,279$1,907,192,499$303,142,141$2,210,334,640
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Showing 1 to 50 of 696 entries

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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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