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.

Filters

# of employees

MinMax

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Silvercrest Asset Management Group$19,479,160$10,063,737,000$5,305,320,000$15,369,057,000
2Veritable LP$4,605,107$12,389,087,000$555,868,000$12,944,955,000
3Comprehensive Financial Management$486,956,522$11,200,000,000$0$11,200,000,000
4Aspiriant$1,543,798$4,892,104,000$3,198,943,000$8,091,047,000
5Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
6myCIO Wealth Partners$1,348,519$2,830,048,763$3,629,356,167$6,459,404,930
7KLS Professional Advisors Group$671,258$4,897,589,162$728,899,220$5,626,488,382
8Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
9Athena Capital Advisors$12,102,330$2,424,375,216$2,670,705,704$5,095,080,920
10Ballentine Partners$1,589,428$2,268,298,424$2,509,522,609$4,777,821,033
11Tiedemann Wealth Management$3,791,036$4,009,629,315$577,523,703$4,587,153,018
12Gresham Partners$2,339,588$2,396,814,053$2,174,741,204$4,571,555,257
13Finaccess Advisors$17,476,814$0$4,072,097,743$4,072,097,743
14Welch & Forbes$1,625,616$3,593,810,855$354,809,530$3,948,620,385
15Altair Advisers$7,801,333$670,160,959$3,058,876,342$3,729,037,301
16Wetherby Asset Management$1,286,261$3,502,847,591$142,415,722$3,645,263,313
17Federal Street Advisors Inc$2,609,272$52,471,107$3,472,655,915$3,525,127,022
18Gofen and Glossberg$1,232,469$3,298,654,232$213,881,903$3,512,536,135
19Homrich Berg$667,576$3,038,855,519$335,074,969$3,373,930,488
20Bartlett & Co.$1,227,418$3,210,395,381$95,041,281$3,305,436,662
21Signature$3,203,618$3,133,138,169$0$3,133,138,169
22Cornerstone Advisors Inc$1,315,269$3,008,019,525$0$3,008,019,525
23Regentatlantic$1,992,583$2,878,330,207$56,744,514$2,935,074,721
24Bingham, Osborn & Scarborough$940,765$2,628,982,600$244,113,900$2,873,096,500
25Northeast Financial Consultants, Inc$1,431,208$1,326,797,131$1,534,187,937$2,860,985,068
26Davis R M Inc$735,529$2,824,819,674$17,264,061$2,842,083,735
27Executive Monetary Management$19,283,597$51,112,918$2,764,292,292$2,815,405,210
28Dowling & Yahnke$806,777$2,757,564,605$0$2,757,564,605
29WE Family Offices$44,471,094$0$2,712,736,713$2,712,736,713
30WMS Partners$6,771,746$1,826,039,673$720,136,879$2,546,176,552
31Threshold Group$1,441,050$915,302,047$1,612,300,210$2,527,602,257
32Joel Isaacson & Co.$792,252$1,405,032,130$1,115,121,405$2,520,153,535
33Brighton Jones$3,073,286$2,437,551,905$79,468,977$2,517,020,882
34Matter Family Office$14,134,729$0$2,487,712,352$2,487,712,352
35Bradley Foster & Sargent Inc$1,020,462$2,449,235,315$27,426,126$2,476,661,441
36Atherton Lane Advisers$3,746,682$2,318,673,250$127,909,818$2,446,583,068
37Plancorp$546,124$2,424,592,900$6,752,200$2,431,345,100
38Robertson, Griege & Thoele, Financial Advisors$649,889$1,653,000,000$684,000,000$2,337,000,000
39Clifford Swan Investment Counsel$1,067,879$1,801,805,354$485,591,510$2,287,396,864
40Geller Family Office Services$4,632,073$1,375,366,337$783,179,506$2,158,545,843
41Badgley Phelps Investment Managers$1,565,466$1,577,327,328$410,814,599$1,988,141,927
42Zemenick & Walker Inc$11,494,582$0$1,965,573,546$1,965,573,546
43Retirement Advisors Of America$534,072$1,920,845,447$43,472,675$1,964,318,122
44Budros, Ruhlin & Roe, Inc.$349,756$1,857,287,175$100,295,846$1,957,583,021
45Rinet Company$1,259,566$1,855,340,896$0$1,855,340,896
46Wescott Financial Advisory Group$4,417,694$1,678,521,077$141,568,723$1,820,089,800
47Heritage Investors Management Corp$1,673,603$1,723,840,191$13,359,705$1,737,199,896
48Laird Norton Wealth Management$1,300,044$1,592,058,000$122,700,000$1,714,758,000
49JMG Financial Group Ltd$826,149$1,630,751,000$72,768,000$1,703,519,000
50McCutchen Group$4,304,163$931,511,604$768,632,796$1,700,144,400
Next Page »

Showing 1 to 50 of 536 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11

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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 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.