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.$3,842,402$10,329,519,276$167,922,019$10,497,441,295
5Tiedemann Wealth Management$20,496,825$5,678,633,551$2,663,574,373$8,342,207,924
6TAG Associates$6,851,096$313,900,000$7,811,500,000$8,125,400,000
7Pinnacle Associates, Ltd.$1,612,004$6,020,834,000$0$6,020,834,000
8KLS Professional Advisors Group$613,464$4,961,801,340$553,854,723$5,515,656,063
9East End Advisors$227,185,500$490,409,449$4,507,671,544$4,998,080,993
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$158,736,414$1,269,891,313$0$1,269,891,313
24Courier Capital, LLC$998,949$970,632,723$216,118,523$1,186,751,246
25Bridgewater Advisors Inc.$503,631$1,140,724,763$0$1,140,724,763
26M. Griffith Investment Services, Inc.$471,333$340,306,157$800,318,944$1,140,625,101
27Altfest Personal Wealth Management$391,330$1,101,920,000$8,283,000$1,110,203,000
28Nottingham Advisors Inc.$488,024$967,263,391$0$967,263,391
29Lenox Wealth Advisors, Inc.$1,159,633$876,682,233$0$876,682,233
30Howe and Rusling, Inc.$490,749$819,137,286$49,978,768$869,116,054
31Artemis Wealth Advisors$58,868,000$509,234,000$256,050,000$765,284,000
32Next Capital Management LLC$781,453$640,757,584$118,033,265$758,790,849
33Edge Wealth Management, LLC$1,082,549$757,784,419$0$757,784,419
34Kings Point Capital Management$1,125,286$711,843,140$2,713,780$714,556,920
35Forte Capital$316,328$633,560,997$25,034,630$658,595,627
36Eisneramper Wealth Advisors LLC$12,636,082$157,833,089$473,971,002$631,804,091
37Fusion Family Wealth$307,738$609,577,695$11,438,165$621,015,860
38Sanderson Wealth Management$547,925$72,011,719$541,115,912$613,127,631
39Tortoise Investment Management$326,864$605,323,924$7,545,791$612,869,715
40GM Advisory Group, Inc.$2,069,991$590,452,849$1,564,652$592,017,501
41Rockbridge Investment Management$229,951$477,886,924$15,588,867$493,475,791
42Train, Babcock Advisors LLC$730,292$417,251,620$7,778,488$425,030,108
43Ritholtz Wealth Management$255,083$411,449,549$0$411,449,549
44Cooper/Haims Advisors$406,300$308,745,011$100,805,382$409,550,393
45Charles Pratt & Company$617,300$202,163,000$195,378,000$397,541,000
46Slifka Asset Management$21,882,353$196,000,000$176,000,000$372,000,000
47AJ Wealth$3,447,923$265,635,997$103,291,752$368,927,749
48Shulman Demeo Asset Management, LLC$450,687$308,802,508$45,888,485$354,690,993
49Ashford Advisors$1,547,400$252,504,837$98,754,941$351,259,778
50Beekman Wealth Advisory$31,818,182$0$350,000,000$350,000,000
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Showing 1 to 50 of 105 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.