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$29,212,692$12,062,912,000$19,136,243,000$31,199,155,000
2Veritable LP$4,530,996$13,094,370,000$494,088,000$13,588,458,000
3Aperio Group$5,271,954$13,243,148,689$0$13,243,148,689
4Comprehensive Financial Management$389,482,759$11,295,000,000$0$11,295,000,000
5Brownson, Rehmus & Foxworth Inc.$18,777,823$0$9,989,802,000$9,989,802,000
6Aspiriant$1,321,707$6,868,198,000$2,437,938,000$9,306,136,000
7Tiedemann Wealth Management$20,496,825$5,678,633,551$2,663,574,373$8,342,207,924
8Athena Capital Advisors$13,450,028$5,212,221,336$786,491,327$5,998,712,663
9Ballentine Partners$1,774,210$3,135,948,230$2,853,786,140$5,989,734,370
10KLS Professional Advisors Group$613,464$4,961,801,340$553,854,723$5,515,656,063
11WE Family Offices$72,682,174$0$5,015,069,987$5,015,069,987
12Convergent Wealth Advisors, LLC$1,585,089$3,148,133,193$1,545,315,305$4,693,448,498
13Tolleson Private Wealth Management$1,560,131$4,403,215,542$128,965,505$4,532,181,047
14RGT Wealth Advisors$884,707$3,723,621,742$637,985,471$4,361,607,213
15CV Advisors LLC$41,085,894$284,312,607$3,947,534,514$4,231,847,121
16Homrich Berg$703,668$3,708,272,985$373,704,264$4,081,977,249
17Welch & Forbes$1,549,443$3,661,202,400$286,778,381$3,947,980,781
18Wetherby Asset Management$1,202,537$3,643,582,567$196,117,008$3,839,699,575
19Altair Advisers$6,418,197$812,043,504$2,961,856,565$3,773,900,069
20Gofen and Glossberg$1,251,708$3,516,477,882$249,911,747$3,766,389,629
21Bartlett & Co.$2,897,614$3,255,498,909$102,835,160$3,358,334,069
22Dowling & Yahnke$843,110$3,332,814,541$0$3,332,814,541
23Signature$3,238,741$3,316,470,324$0$3,316,470,324
24Brighton Jones$2,912,043$3,219,373,248$77,058,921$3,296,432,169
25Freestone Capital Management, LLC$2,027,296$2,804,838,156$469,244,594$3,274,082,750
26Bingham, Osborn & Scarborough$999,433$2,961,406,028$219,788,115$3,181,194,143
27Davis R M Inc$700,348$3,144,041,696$17,329,741$3,161,371,437
28Orgel Wealth Management$431,537$3,031,978,000$0$3,031,978,000
29Plancorp$538,072$3,021,766,600$4,351,600$3,026,118,200
30Klingenstein Fields Wealth Advisors$2,670,336$2,958,926,926$5,146,166$2,964,073,092
31Joel Isaacson & Co.$837,611$1,733,214,190$1,185,023,105$2,918,237,295
32WMS Partners$6,858,667$2,031,363,673$856,135,241$2,887,498,914
33Threshold Group$1,917,213$1,171,900,036$1,657,906,335$2,829,806,371
34Bradley Foster & Sargent Inc$998,675$2,765,083,064$31,207,474$2,796,290,538
35Northeast Financial Consultants, Inc$1,429,690$1,215,403,147$1,473,843,358$2,689,246,505
36Sullivan, Bruyette, Speros & Blayney, LLC$2,864,952$2,673,000,000$0$2,673,000,000
37Hartland & Co$1,075,113$1,855,793,243$670,721,373$2,526,514,616
38Geller Family Office Services$4,216,172$2,302,029,890$0$2,302,029,890
39Signaturefd, LLC$2,567,928$1,946,731,918$351,563,737$2,298,295,655
40Paul Comstock Partners$14,342,319$0$2,280,428,706$2,280,428,706
41Matter Family Office$10,089,232$0$2,209,541,775$2,209,541,775
42Executive Monetary Management$18,020,497$20,294,693$2,178,205,902$2,198,500,595
43EP Wealth Advisors$389,425$2,110,000,000$70,000,000$2,180,000,000
44McCutchen Group$3,752,408$1,208,765,000$840,050,000$2,048,815,000
45Budros, Ruhlin & Roe, Inc.$314,338$1,932,336,991$114,317,282$2,046,654,273
46Columbia Pacific Capital Management$3,395,294$915,000,000$1,105,200,000$2,020,200,000
47Wescott Financial Advisory Group$893,481$1,855,162,594$158,744,046$2,013,906,640
48Badgley Phelps Investment Managers$1,341,817$1,758,177,321$253,206,850$2,011,384,171
49Truepoint, Inc.$465,805$1,978,067,910$32,813,264$2,010,881,174
50Valeo Financial Advisors$255,833$63,588,181$1,941,883,362$2,005,471,543
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.