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
7Athena Capital Advisors$13,450,028$5,212,221,336$786,491,327$5,998,712,663
8Ballentine Partners$1,774,210$3,135,948,230$2,853,786,140$5,989,734,370
9KLS Professional Advisors Group$613,464$4,961,801,340$553,854,723$5,515,656,063
10Tiedemann Wealth Management$3,292,739$3,831,599,184$1,074,581,593$4,906,180,777
11Convergent Wealth Advisors, LLC$1,585,089$3,148,133,193$1,545,315,305$4,693,448,498
12RGT Wealth Advisors$884,707$3,723,621,742$637,985,471$4,361,607,213
13WE Family Offices$60,533,327$0$4,237,332,863$4,237,332,863
14CV Advisors LLC$41,085,894$284,312,607$3,947,534,514$4,231,847,121
15Welch & Forbes$1,549,443$3,661,202,400$286,778,381$3,947,980,781
16Wetherby Asset Management$1,202,537$3,643,582,567$196,117,008$3,839,699,575
17Altair Advisers$6,418,197$812,043,504$2,961,856,565$3,773,900,069
18Gofen and Glossberg$1,251,708$3,516,477,882$249,911,747$3,766,389,629
19Bartlett & Co.$2,897,614$3,255,498,909$102,835,160$3,358,334,069
20Signature$3,238,741$3,316,470,324$0$3,316,470,324
21Brighton Jones$2,912,043$3,219,373,248$77,058,921$3,296,432,169
22Bingham, Osborn & Scarborough$999,433$2,961,406,028$219,788,115$3,181,194,143
23Davis R M Inc$700,348$3,144,041,696$17,329,741$3,161,371,437
24Dowling & Yahnke$803,015$3,112,486,432$0$3,112,486,432
25Orgel Wealth Management$431,537$3,031,978,000$0$3,031,978,000
26Plancorp$538,072$3,021,766,600$4,351,600$3,026,118,200
27Klingenstein Fields Wealth Advisors$2,670,336$2,958,926,926$5,146,166$2,964,073,092
28Joel Isaacson & Co.$837,611$1,733,214,190$1,185,023,105$2,918,237,295
29WMS Partners$6,858,667$2,031,363,673$856,135,241$2,887,498,914
30Threshold Group$1,917,213$1,171,900,036$1,657,906,335$2,829,806,371
31Bradley Foster & Sargent Inc$998,675$2,765,083,064$31,207,474$2,796,290,538
32Northeast Financial Consultants, Inc$1,429,690$1,215,403,147$1,473,843,358$2,689,246,505
33Sullivan, Bruyette, Speros & Blayney, LLC$2,864,952$2,673,000,000$0$2,673,000,000
34Hartland & Co$1,075,113$1,855,793,243$670,721,373$2,526,514,616
35Geller Family Office Services$4,216,172$2,302,029,890$0$2,302,029,890
36Signaturefd, LLC$2,567,928$1,946,731,918$351,563,737$2,298,295,655
37Paul Comstock Partners$14,136,072$0$2,261,771,559$2,261,771,559
38Executive Monetary Management$18,020,497$20,294,693$2,178,205,902$2,198,500,595
39EP Wealth Advisors$389,425$2,110,000,000$70,000,000$2,180,000,000
40Matter Family Office$10,462,342$0$2,176,167,088$2,176,167,088
41McCutchen Group$3,752,408$1,208,765,000$840,050,000$2,048,815,000
42Budros, Ruhlin & Roe, Inc.$314,338$1,932,336,991$114,317,282$2,046,654,273
43Columbia Pacific Capital Management$3,395,294$915,000,000$1,105,200,000$2,020,200,000
44Wescott Financial Advisory Group$893,481$1,855,162,594$158,744,046$2,013,906,640
45Badgley Phelps Investment Managers$1,341,817$1,758,177,321$253,206,850$2,011,384,171
46Truepoint, Inc.$465,805$1,978,067,910$32,813,264$2,010,881,174
47Valeo Financial Advisors$255,833$63,588,181$1,941,883,362$2,005,471,543
48Massey, Quick & Co.$4,294,445$862,348,243$1,138,863,223$2,001,211,466
49Heritage Investors Management Corp$1,715,096$1,956,497,375$15,863,123$1,972,360,498
50Wharton Business Group$7,638,034$1,650,891,386$266,255,049$1,917,146,435
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.