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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Silvercrest Asset Management Group LLC | $2,402,870 | $7,276,000,000 | $3,275,000,000 | $10,551,000,000 |
| 2 | Rockefeller & Co. Inc. | $2,317,018 | $6,096,386,103 | $989,056,315 | $7,085,442,418 |
| 3 | Tag Associates LLC | $6,670,623 | $419,300,000 | $6,438,100,000 | $6,857,400,000 |
| 4 | Summit Rock Advisors LLC | $113,581,035 | $2,246,000,000 | $4,341,700,000 | $6,587,700,000 |
| 5 | Bbr Partners LLC | $5,497,033 | $4,368,600,000 | $1,375,800,000 | $5,744,400,000 |
| 6 | Kls Professional Advisors Group LLC | $634,930 | $4,270,467,403 | $485,159,798 | $4,755,627,201 |
| 7 | East End Advisors LLC | $178,729,136 | $887,888,459 | $2,865,423,389 | $3,753,311,848 |
| 8 | Tiedemann Wealth Management LLC | $2,970,105 | $2,989,675,059 | $223,978,556 | $3,213,653,615 |
| 9 | Executive Monetary Management LLC | $18,406,525 | $10,647,376 | $2,382,200,850 | $2,392,848,226 |
| 10 | Douglas C. Lane & Associates Inc. | $699,611 | $2,230,290,265 | $25,254,478 | $2,255,544,743 |
| 11 | Qci Asset Management Inc. | $803,605 | $1,121,972,000 | $909,542,000 | $2,031,514,000 |
| 12 | Inverness Counsel LLC | $2,098,144 | $1,896,259,804 | $67,602,531 | $1,963,862,335 |
| 13 | Seven Bridges Advisors LLC | $24,342,650 | $470,150,141 | $1,428,576,562 | $1,898,726,703 |
| 14 | Courier Capital Corporation | $1,283,125 | $690,383,283 | $1,141,918,805 | $1,832,302,088 |
| 15 | Alesco Advisors LLC | $2,015,799 | $1,439,280,641 | N/A | $1,439,280,641 |
| 16 | Barrett Asset Management LLC | $1,566,980 | $1,082,524,673 | $114,648,352 | $1,197,173,025 |
| 17 | Geller Family Office Services LLC | $5,204,657 | $764,047,323 | $302,907,342 | $1,066,954,665 |
| 18 | The Portfolio Strategy Group Inc. | $633,710 | $1,009,500,000 | N/A | $1,009,500,000 |
| 19 | Cobblestone Capital Advisors LLC | $640,379 | $951,802,985 | $21,572,417 | $973,375,402 |
| 20 | Stelac Advisory Services LLC | $3,191,571 | $170,000,000 | $663,000,000 | $833,000,000 |
| 21 | Altfest Personal Wealth Management | $349,883 | $742,838,000 | $5,912,000 | $748,750,000 |
| 22 | Howe And Rusling Inc. | $633,273 | $635,366,938 | $29,569,681 | $664,936,619 |
| 23 | Zephyr ManagementL.P. | $2,950,509 | $575,349,228 | N/A | $575,349,228 |
| 24 | Forte Capital LLC | $270,577 | $522,223,174 | $30,836,002 | $553,059,176 |
| 25 | Artemis Wealth Advisors LLC | $76,428,571 | $345,000,000 | $190,000,000 | $535,000,000 |
| 26 | Rjr Associates Inc. | $1,742,696 | $315,417,600 | $207,391,300 | $522,808,900 |
| 27 | Sage Capital Management LLC | $606,410 | $321,218,579 | $131,162,978 | $452,381,557 |
| 28 | Sanderson Wealth Management LLC | $1,467,307 | N/A | $440,192,000 | $440,192,000 |
| 29 | Gm Advisory Group Inc. | $538,582 | $411,099,856 | $2,531,140 | $413,630,996 |
| 30 | Kings Point Capital Management LLC | $923,040 | $389,947,684 | $2,344,175 | $392,291,859 |
| 31 | Charles Pratt & CompanyLLC | $559,586 | $168,558,000 | $219,795,000 | $388,353,000 |
| 32 | Clear Harbor Asset Management LLC | $520,602 | $374,785,497 | $2,651,266 | $377,436,763 |
| 33 | Ashford Advisors LLC | $1,343,208 | $245,611,179 | $108,995,827 | $354,607,006 |
| 34 | Tortoise Investment Management LLC | $324,143 | $294,776,589 | $6,352,107 | $301,128,696 |
| 35 | Valicenti Advisory Services Inc. | $201,123 | $293,774,722 | $4,490,792 | $298,265,514 |
| 36 | Beekman Wealth Advisory LLC | $22,916,667 | N/A | $275,000,000 | $275,000,000 |
| 37 | Payne Capital Management LLC | $184,478 | N/A | $255,317,473 | $255,317,473 |
| 38 | Prosper Advisors LLC | $534,842 | $243,354,094 | $2,673,000 | $246,027,094 |
| 39 | Gatemore Capital Management LLC | $602,250 | $244,513,540 | N/A | $244,513,540 |
| 40 | Albany Financial Planners Inc. | $426,367 | $242,603,000 | N/A | $242,603,000 |
| 41 | Montrose Advisors Inc. | $60,228,982 | $29,104,285 | $211,811,641 | $240,915,926 |
| 42 | Hudson Advisor Services Inc. | $571,460 | $145,137,727 | $90,303,941 | $235,441,668 |
| 43 | Ogorek Wealth Management LLC | $508,830 | $230,500,174 | N/A | $230,500,174 |
| 44 | Frisch Financial Group Inc. | $214,085 | $205,913,540 | $24,441,696 | $230,355,236 |
| 45 | SchroederBraxton & Vogt Inc. | $496,999 | $222,032,729 | $1,616,674 | $223,649,403 |
| 46 | Wealthstream Advisors Inc. | $483,785 | $201,245,963 | $12,103,106 | $213,349,069 |
| 47 | R.W. Roge & Company Inc. | $913,333 | $205,000,000 | $500,000 | $205,500,000 |
| 48 | The Spielberger Group | $586,257 | $198,000,000 | $2,500,000 | $200,500,000 |
| 49 | MillerGesko & Company Inc. | $519,779 | $63,245,489 | $121,276,039 | $184,521,528 |
| 50 | Nancy A Socha & Associates LLC | $124,731 | $163,056,182 | $4,707,208 | $167,763,390 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.