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$19,030,062$11,113,276,000$5,176,457,000$16,289,733,000
2Veritable LP$4,594,756$13,025,323,000$423,528,000$13,448,851,000
3Comprehensive Financial Management$396,428,571$11,100,000,000$0$11,100,000,000
4Brownson, Rehmus & Foxworth Inc.$18,895,276$0$10,127,868,000$10,127,868,000
5Aperio Group$5,412,713$10,045,994,426$0$10,045,994,426
6Aspiriant$1,402,584$5,748,106,878$2,678,617,896$8,426,724,774
7Convergent Wealth Advisors, LLC$2,344,113$5,847,015,023$2,355,036,310$8,202,051,333
8myCIO Wealth Partners$1,415,372$3,025,985,074$3,977,275,805$7,003,260,879
9Athena Capital Advisors$12,921,097$5,139,629,697$804,074,706$5,943,704,403
10Reynders, McVeigh Capital Management$6,071,507$926,239,647$4,920,621,961$5,846,861,608
11KLS Professional Advisors Group$646,368$5,167,642,131$646,442,292$5,814,084,423
12Tiedemann Wealth Management$4,373,988$4,753,115,383$583,150,398$5,336,265,781
13Ballentine Partners$1,827,790$2,288,251,914$2,950,193,634$5,238,445,548
14Gresham Partners$2,324,474$2,738,916,179$2,019,282,141$4,758,198,320
15CV Advisors LLC$44,556,498$273,899,631$4,003,524,139$4,277,423,770
16Welch & Forbes$1,678,520$3,817,728,072$351,716,515$4,169,444,587
17Halbert Hargrove$1,261,013$2,225,726,005$1,882,654,458$4,108,380,463
18Altair Advisers$7,119,979$795,600,372$3,255,667,612$4,051,267,984
19Homrich Berg$731,084$3,518,249,697$417,905,951$3,936,155,648
20Chilton Investment Services$3,987,085$3,781,664,640$22,014,319$3,803,678,959
21Wetherby Asset Management$1,306,634$3,625,782,397$138,630,099$3,764,412,496
22Robertson, Griege & Thoele, Financial Advisors$533,448$3,062,098,500$692,309,000$3,754,407,500
23Gofen and Glossberg$1,289,264$3,518,102,363$228,499,514$3,746,601,877
24Bartlett & Co.$1,212,948$3,350,906,859$79,310,316$3,430,217,175
25Signature$3,375,581$3,331,698,514$0$3,331,698,514
26WE Family Offices$48,731,454$0$3,313,738,902$3,313,738,902
27Klingenstein, Fields & Co., LLC$2,878,415$3,199,523,267$30,057,815$3,229,581,082
28Bingham, Osborn & Scarborough$1,007,521$2,917,214,600$256,476,400$3,173,691,000
29Regentatlantic$2,074,363$3,093,732,016$63,447,939$3,157,179,955
30Davis R M Inc$755,524$3,072,323,516$17,769,330$3,090,092,846
31Dowling & Yahnke$812,030$2,970,404,776$0$2,970,404,776
32Threshold Group$1,596,907$946,848,756$1,997,847,727$2,944,696,483
33Brighton Jones$3,014,221$2,816,345,268$80,321,203$2,896,666,471
34Plancorp$597,446$2,887,623,800$7,001,700$2,894,625,500
35Joel Isaacson & Co.$867,789$1,670,661,715$1,206,928,034$2,877,589,749
36Atherton Lane Advisers$4,049,007$2,702,637,039$139,765,969$2,842,403,008
37Bradley Foster & Sargent Inc$1,049,020$2,741,192,172$31,367,840$2,772,560,012
38Matter Family Office$14,753,584$0$2,758,920,156$2,758,920,156
39WMS Partners$6,855,551$1,995,379,075$753,696,869$2,749,075,944
40Ropes Wealth Advisors$1,323,112$2,384,126,094$322,961,144$2,707,087,238
41Executive Monetary Management$20,693,148$23,362,037$2,666,747,214$2,690,109,251
42Northeast Financial Consultants, Inc$1,474,540$1,155,222,684$1,531,389,210$2,686,611,894
43Massey, Quick & Co.$4,430,015$719,864,924$1,907,134,199$2,626,999,123
44Geller Family Office Services$4,353,585$2,307,400,000$0$2,307,400,000
45Hartland & Co$1,167,695$1,577,202,404$686,958,444$2,264,160,848
46Budros, Ruhlin & Roe, Inc.$329,470$1,955,986,316$194,794,968$2,150,781,284
47Wharton Business Group$6,550,412$1,829,273,400$293,060,204$2,122,333,604
48Wescott Financial Advisory Group$4,639,981$1,926,328,968$152,382,698$2,078,711,666
49Badgley Phelps Investment Managers$1,510,631$1,683,997,571$373,481,424$2,057,478,995
50Zemenick & Walker Inc$11,437,176$0$2,001,505,790$2,001,505,790
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.