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$19,479,160$10,063,737,000$5,305,320,000$15,369,057,000
2Rockefeller & Co., Inc.$5,188,737$9,644,491,034$1,262,234,564$10,906,725,598
3Summit Rock Advisors$146,555,556$3,975,000,000$5,258,000,000$9,233,000,000
4TAG Associates$7,485,753$351,900,000$8,002,200,000$8,354,100,000
5BBR Partners$6,143,729$6,175,100,000$1,172,800,000$7,347,900,000
6KLS Professional Advisors Group$671,258$4,897,589,162$728,899,220$5,626,488,382
7Tiedemann Wealth Management$3,791,036$4,009,629,315$577,523,703$4,587,153,018
8East End Advisors$186,421,433$596,945,985$3,877,168,402$4,474,114,387
9Douglas C. Lane & Associates, Inc.$980,399$3,582,927,189$15,135,451$3,598,062,640
10Seven Bridges Advisors$35,249,503$1,467,588,863$2,127,860,432$3,595,449,295
11Executive Monetary Management$19,283,597$51,112,918$2,764,292,292$2,815,405,210
12QCI Asset Management Inc$958,846$1,426,580,199$1,097,101,183$2,523,681,382
13Joel Isaacson & Co.$792,252$1,405,032,130$1,115,121,405$2,520,153,535
14Geller Family Office Services$4,632,073$1,375,366,337$783,179,506$2,158,545,843
15Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
16Barrett Asset Management$1,876,460$1,315,938,100$160,835,695$1,476,773,795
17Stelac Advisory Services$5,100,989$320,891,000$1,102,285,000$1,423,176,000
18Cobblestone Capital Advisors$704,920$1,224,609,469$32,967,053$1,257,576,522
19Courier Capital Corporation$1,062,679$757,280,903$427,606,467$1,184,887,370
20Bridgewater Advisors Inc.$571,798$1,181,905,895$0$1,181,905,895
21Altfest Personal Wealth Management$393,351$1,074,489,000$8,406,000$1,082,895,000
22Howe and Rusling, Inc.$580,719$764,794,014$33,695,254$798,489,268
23Artemis Wealth Advisors$80,737,778$691,900,000$34,740,000$726,640,000
24Fusion Family Wealth$311,317$688,945,000$0$688,945,000
25Forte Capital$316,899$622,400,000$37,700,000$660,100,000
26Sanderson Wealth Management$672,222$15,000,000$590,000,000$605,000,000
27Kings Point Capital Management$5,127,639$562,143,030$1,897,288$564,040,318
28GM Advisory Group, Inc.$2,005,379$544,609,494$2,858,863$547,468,357
29RJR Associates Inc$1,569,607$425,872,000$117,212,000$543,084,000
30Sage Capital Management$775,362$392,463,545$140,210,351$532,673,896
31True North Management Group$86,571,667$519,430,000$0$519,430,000
32Tortoise Investment Management$326,776$463,849,245$5,728,228$469,577,473
33Zephyr Management, L.P.$878,492$468,236,391$0$468,236,391
34Charles Pratt & Company$683,874$215,889,000$251,881,000$467,770,000
35Ashford Advisors$1,704,385$284,493,732$131,376,128$415,869,860
36Cooper/Haims Advisors$435,018$303,310,143$87,771,067$391,081,210
37Gatemore Capital Management$755,138$373,108,477$2,194,876$375,303,353
38Beekman Wealth Advisory$21,666,667$0$325,000,000$325,000,000
39Wealthstream Advisors, Inc.$550,474$306,251,412$912,966$307,164,378
40FIC Capital, Inc.$958,065$273,800,000$23,200,000$297,000,000
41Wall Street Access Asset Management$1,102,221$292,088,689$0$292,088,689
42Frisch Financial Group, Inc.$261,777$247,576,470$40,639,507$288,215,977
43Schroeder, Braxton & Vogt Inc.$542,035$273,727,589$0$273,727,589
44R.W. Roge & Company, Inc$221,463$224,000,000$3,000,000$227,000,000
45Fagan Associates Inc$139,589$225,223,965$1,747,209$226,971,174
46Hudson Advisor Services, Inc.$481,836$172,282,894$44,543,521$216,826,415
47Arista Investment Advisors, Ltd.$203,057$210,553,357$829,099$211,382,456
48The Spielberger Group$622,121$202,000,000$3,300,000$205,300,000
49Blue Ocean Strategic Capital$230,779$196,733,117$4,044,773$200,777,890
50Seneca Financial Advisors$489,984$147,002,598$52,420,942$199,423,540
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 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.