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
2BBR Partners$4,254,859$9,038,200,000$1,820,200,000$10,858,400,000
3Summit Rock Advisors$107,350,000$4,904,000,000$5,831,000,000$10,735,000,000
4Rockefeller & Co., Inc.$3,822,483$10,271,278,276$167,922,019$10,439,200,295
5TAG Associates$6,851,096$313,900,000$7,811,500,000$8,125,400,000
6Pinnacle Associates, Ltd.$1,612,004$6,020,834,000$0$6,020,834,000
7KLS Professional Advisors Group$613,464$4,961,801,340$553,854,723$5,515,656,063
8East End Advisors$227,185,500$490,409,449$4,507,671,544$4,998,080,993
9Tiedemann Wealth Management$3,292,739$3,831,599,184$1,074,581,593$4,906,180,777
10Seven Bridges Advisors$30,888,944$1,842,208,971$2,049,797,913$3,892,006,884
11Klingenstein Fields Wealth Advisors$2,670,336$2,958,926,926$5,146,166$2,964,073,092
12Joel Isaacson & Co.$837,611$1,733,214,190$1,185,023,105$2,918,237,295
13QCI Asset Management Inc$1,095,781$1,572,729,208$1,275,205,225$2,847,934,433
14Inverness Counsel$2,731,120$2,583,963,099$10,600,492$2,594,563,591
15Alesco Advisors$2,599,073$2,445,727,347$0$2,445,727,347
16Geller Family Office Services$4,216,172$2,302,029,890$0$2,302,029,890
17Executive Monetary Management$18,020,497$20,294,693$2,178,205,902$2,198,500,595
18LVW Advisors, LLC$1,347,829$593,899,544$1,175,800,504$1,769,700,048
19Douglass Winthrop Advisors LLC$1,768,533$1,637,122,055$25,299,074$1,662,421,129
20Stelac Advisory Services$5,015,247$641,558,083$968,336,195$1,609,894,278
21Barrett Asset Management$2,037,523$1,314,469,396$179,035,167$1,493,504,563
22Cobblestone Capital Advisors$728,533$1,296,455,925$80,472,298$1,376,928,223
23True North Management Group$157,302,294$1,258,418,353$0$1,258,418,353
24Courier Capital, LLC$998,949$970,632,723$216,118,523$1,186,751,246
25Courier Capital Corporation$998,949$970,632,723$216,118,523$1,186,751,246
26Bridgewater Advisors Inc.$503,631$1,140,724,763$0$1,140,724,763
27M. Griffith Investment Services, Inc.$471,333$340,306,157$800,318,944$1,140,625,101
28Altfest Personal Wealth Management$391,330$1,101,920,000$8,283,000$1,110,203,000
29Nottingham Advisors Inc.$488,024$967,263,391$0$967,263,391
30Lenox Wealth Advisors, Inc.$1,159,633$876,682,233$0$876,682,233
31Howe and Rusling, Inc.$490,749$819,137,286$49,978,768$869,116,054
32Artemis Wealth Advisors$58,868,000$509,234,000$256,050,000$765,284,000
33Next Capital Management LLC$781,453$640,757,584$118,033,265$758,790,849
34Edge Wealth Management, LLC$1,082,549$757,784,419$0$757,784,419
35Kings Point Capital Management$1,125,286$711,843,140$2,713,780$714,556,920
36Forte Capital$316,328$633,560,997$25,034,630$658,595,627
37Eisneramper Wealth Advisors LLC$12,636,082$157,833,089$473,971,002$631,804,091
38Fusion Family Wealth$307,738$609,577,695$11,438,165$621,015,860
39Sanderson Wealth Management$547,925$72,011,719$541,115,912$613,127,631
40Tortoise Investment Management$326,864$605,323,924$7,545,791$612,869,715
41GM Advisory Group, Inc.$2,069,991$590,452,849$1,564,652$592,017,501
42Slifka Asset Management$17,857,143$200,000,000$300,000,000$500,000,000
43Rockbridge Investment Management$229,951$477,886,924$15,588,867$493,475,791
44Train, Babcock Advisors LLC$1,530,742$422,501,164$7,637,311$430,138,475
45Cooper/Haims Advisors$406,300$308,745,011$100,805,382$409,550,393
46Charles Pratt & Company$617,300$202,163,000$195,378,000$397,541,000
47Dendron Advisors$2,142,857$0$375,000,000$375,000,000
48AJ Wealth$3,447,923$265,635,997$103,291,752$368,927,749
49Shulman Demeo Asset Management, LLC$450,687$308,802,508$45,888,485$354,690,993
50Ashford Advisors$1,547,400$252,504,837$98,754,941$351,259,778
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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.