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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Silvercrest Asset Management Group$19,520,262$10,596,111,000$5,273,862,000$15,869,973,000
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
4Convergent Wealth Advisors, LLC$1,736,573$6,170,643,536$2,251,733,365$8,422,376,901
5Aspiriant$1,543,798$4,892,104,000$3,198,943,000$8,091,047,000
6Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
7myCIO Wealth Partners$1,348,519$2,830,048,763$3,629,356,167$6,459,404,930
8KLS Professional Advisors Group$671,258$4,897,589,162$728,899,220$5,626,488,382
9Tiedemann Wealth Management$4,419,662$4,743,471,792$608,739,250$5,352,211,042
10Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
11Athena Capital Advisors$12,102,330$2,424,375,216$2,670,705,704$5,095,080,920
12Ballentine Partners$1,589,428$2,268,298,424$2,509,522,609$4,777,821,033
13Gresham Partners$2,339,588$2,396,814,053$2,174,741,204$4,571,555,257
14Finaccess Advisors$17,476,814$0$4,072,097,743$4,072,097,743
15Welch & Forbes$1,625,616$3,593,810,855$354,809,530$3,948,620,385
16Altair Advisers$7,801,333$670,160,959$3,058,876,342$3,729,037,301
17Wetherby Asset Management$1,286,261$3,502,847,591$142,415,722$3,645,263,313
18Federal Street Advisors Inc$2,609,272$52,471,107$3,472,655,915$3,525,127,022
19Gofen and Glossberg$1,232,469$3,298,654,232$213,881,903$3,512,536,135
20Homrich Berg$667,576$3,038,855,519$335,074,969$3,373,930,488
21Bartlett & Co.$1,227,418$3,210,395,381$95,041,281$3,305,436,662
22WE Family Offices$51,759,634$0$3,260,856,956$3,260,856,956
23Signature$3,203,618$3,133,138,169$0$3,133,138,169
24Cornerstone Advisors Inc$1,315,269$3,008,019,525$0$3,008,019,525
25Regentatlantic$1,992,583$2,878,330,207$56,744,514$2,935,074,721
26Bingham, Osborn & Scarborough$940,765$2,628,982,600$244,113,900$2,873,096,500
27Northeast Financial Consultants, Inc$1,431,208$1,326,797,131$1,534,187,937$2,860,985,068
28Davis R M Inc$735,529$2,824,819,674$17,264,061$2,842,083,735
29Dowling & Yahnke$795,295$2,821,706,825$0$2,821,706,825
30Executive Monetary Management$19,283,597$51,112,918$2,764,292,292$2,815,405,210
31WMS Partners$6,771,746$1,826,039,673$720,136,879$2,546,176,552
32Threshold Group$1,441,050$915,302,047$1,612,300,210$2,527,602,257
33Joel Isaacson & Co.$792,252$1,405,032,130$1,115,121,405$2,520,153,535
34Brighton Jones$3,073,286$2,437,551,905$79,468,977$2,517,020,882
35Matter Family Office$14,134,729$0$2,487,712,352$2,487,712,352
36Bradley Foster & Sargent Inc$1,020,462$2,449,235,315$27,426,126$2,476,661,441
37Atherton Lane Advisers$3,746,682$2,318,673,250$127,909,818$2,446,583,068
38Plancorp$546,124$2,424,592,900$6,752,200$2,431,345,100
39Robertson, Griege & Thoele, Financial Advisors$649,889$1,653,000,000$684,000,000$2,337,000,000
40Clifford Swan Investment Counsel$1,067,879$1,801,805,354$485,591,510$2,287,396,864
41Geller Family Office Services$4,632,073$1,375,366,337$783,179,506$2,158,545,843
42Badgley Phelps Investment Managers$1,565,466$1,577,327,328$410,814,599$1,988,141,927
43Zemenick & Walker Inc$11,494,582$0$1,965,573,546$1,965,573,546
44Retirement Advisors Of America$534,072$1,920,845,447$43,472,675$1,964,318,122
45Budros, Ruhlin & Roe, Inc.$349,756$1,857,287,175$100,295,846$1,957,583,021
46Rinet Company$1,259,566$1,855,340,896$0$1,855,340,896
47Wescott Financial Advisory Group$4,417,694$1,678,521,077$141,568,723$1,820,089,800
48Heritage Investors Management Corp$1,673,603$1,723,840,191$13,359,705$1,737,199,896
49Laird Norton Wealth Management$1,300,044$1,592,058,000$122,700,000$1,714,758,000
50JMG Financial Group Ltd$826,149$1,630,751,000$72,768,000$1,703,519,000
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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 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.