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$30,214,328$13,801,446,000$19,313,458,000$33,114,904,000
2BBR Partners$4,304,897$10,357,500,000$2,126,700,000$12,484,200,000
3Summit Rock Advisors$108,396,781$5,368,439,800$6,446,809,300$11,815,249,100
4Rockefeller & Co., Inc.$3,649,711$10,158,539,239$170,142,607$10,328,681,846
5TAG Associates$6,713,647$351,300,000$7,913,200,000$8,264,500,000
6Tiedemann Wealth Management$18,777,907$5,313,172,571$2,911,550,779$8,224,723,350
7Evercore Wealth Management, LLC$2,485,175$6,412,573,391$61,308,587$6,473,881,978
8Pinnacle Associates, Ltd.$1,514,695$6,098,162,000$0$6,098,162,000
9KLS Professional Advisors Group$640,537$5,013,711,467$561,518,487$5,575,229,954
10East End Advisors$192,112,012$711,132,169$4,475,892,149$5,187,024,318
11Seven Bridges Advisors LLC$33,766,801$1,947,014,656$2,307,602,309$4,254,616,965
12Joel Isaacson & Co.$899,897$1,853,019,401$1,433,406,085$3,286,425,486
13Klingenstein Fields Wealth Advisors$2,837,841$3,141,913,862$5,251,621$3,147,165,483
14QCI Asset Management Inc$1,105,717$1,745,646,182$1,382,426,046$3,128,072,228
15Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
16Inverness Counsel$2,803,306$2,288,695,461$382,854,805$2,671,550,266
17Geller Family Office Services$4,449,185$2,469,297,781$0$2,469,297,781
18Executive Monetary Management$18,359,156$8,309,962$2,249,866,220$2,258,176,182
19Douglass Winthrop Advisors LLC$1,873,926$1,790,886,005$26,821,867$1,817,707,872
20Stelac Advisory Services LLC$4,578,150$539,611,749$1,172,616,198$1,712,227,947
21Barrett Asset Management$2,080,979$1,362,146,779$186,101,860$1,548,248,639
22Cobblestone Capital Advisors$724,627$1,399,449,143$94,731,410$1,494,180,553
23RCL Advisors, LLC$10,200,644$9,750,029$1,387,738,194$1,397,488,223
24Courier Capital, LLC$1,087,362$1,024,875,577$304,968,292$1,329,843,869
25M. Griffith Investment Services, Inc.$487,260$436,052,178$825,951,570$1,262,003,748
26Bridgewater Advisors Inc.$631,191$1,257,332,460$0$1,257,332,460
27True North Management Group$151,125,282$1,209,002,256$0$1,209,002,256
28Altfest Personal Wealth Management$412,319$1,164,784,000$8,676,000$1,173,460,000
29Nottingham Advisors Inc.$499,255$1,026,468,021$0$1,026,468,021
30Cornerstone Capital Inc.$2,949,627$77,244,744$804,693,653$881,938,397
31Lenox Wealth Advisors, Inc.$1,038,394$856,675,041$0$856,675,041
32Edge Wealth Management, LLC$1,119,066$839,299,331$0$839,299,331
33Artemis Wealth Advisors$51,100,000$622,000,000$195,600,000$817,600,000
34Next Capital Management LLC$786,223$631,690,257$130,946,045$762,636,302
35Kings Point Capital Management$1,063,780$725,292,616$7,651,959$732,944,575
36Tortoise Investment Management$348,249$720,967,866$7,916,909$728,884,775
37Financial Partners Capital Management, LLC$1,084,876$703,877,122$21,904,870$725,781,992
38Eisneramper Wealth Advisors LLC$12,269,801$207,646,242$504,002,219$711,648,461
39GM Advisory Group, Inc.$572,760$623,388,225$63,350,953$686,739,178
40Forte Capital$321,160$639,825,781$43,282,398$683,108,179
41Clear Harbor Asset Management, LLC$641,552$651,135,275$1,322,737$652,458,012
42Sanderson Wealth Management$419,939$71,440,294$576,105,439$647,545,733
43Fusion Family Wealth$393,561$607,372,735$15,240,726$622,613,461
44Payne Capital Management, LLC$190,341$190,614,085$387,832,809$578,446,894
45AJ Wealth$1,132,304$371,976,370$164,735,572$536,711,942
46Ritholtz Wealth Management$323,295$505,633,588$0$505,633,588
47Cooper/Haims Advisors$437,717$335,267,428$112,516,575$447,784,003
48Montrose Advisors Inc$24,251,389$84,100,000$352,425,000$436,525,000
49Train, Babcock Advisors LLC$778,020$426,160,108$7,974,796$434,134,904
50Charles Pratt & Company$652,218$210,750,101$195,581,479$406,331,580
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Showing 1 to 50 of 114 entries

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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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