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$18,230,904$8,230,286,000$5,278,814,000$13,509,100,000
2Summit Rock Advisors$124,765,625$3,053,000,000$4,932,000,000$7,985,000,000
3TAG Associates$6,692,469$825,400,000$6,195,000,000$7,020,400,000
4BBR Partners$5,338,704$5,221,700,000$1,371,600,000$6,593,300,000
5KLS Professional Advisors Group$595,127$4,224,437,160$691,311,326$4,915,748,486
6East End Advisors$182,682,614$560,623,094$3,275,711,797$3,836,334,891
7Tiedemann Wealth Management$2,906,283$3,642,306,036$173,643,982$3,815,950,018
8Executive Monetary Management$19,750,897$30,619,766$2,556,747,778$2,587,367,544
9Douglas C. Lane & Associates Inc.$758,743$2,530,885,637$10,902,005$2,541,787,642
10Seven Bridges Advisors$25,776,295$576,580,000$1,872,168,000$2,448,748,000
11Inverness Counsel$2,186,207$2,181,431,772$68,174,925$2,249,606,697
12QCI Asset Management Inc.$823,168$1,186,122,000$925,303,000$2,111,425,000
13Joel Isaacson & Co.$661,700$1,084,830,985$980,335,443$2,065,166,428
14Courier Capital Corp.$1,788,556$631,970,750$1,224,550,769$1,856,521,519
15Alesco Advisors$2,172,845$1,690,473,422$0$1,690,473,422
16Geller Family Office Services$4,146,421$1,154,802,149$449,862,650$1,604,664,799
17Barrett Asset Management$1,579,671$1,081,602,721$126,845,461$1,208,448,182
18Cobblestone Capital Advisors$651,680$1,061,454,177$28,153,951$1,089,608,128
19Bridgewater Advisors Inc.$544,388$1,062,644,970$0$1,062,644,970
20Altfest Personal Wealth Management$366,953$903,980,000$6,798,000$910,778,000
21Stelac Advisory Services$2,904,811$213,000,000$632,300,000$845,300,000
22Howe And Rusling Inc.$592,180$683,599,814$31,753,057$715,352,871
23Artemis Wealth Advisors$78,387,500$419,600,000$207,500,000$627,100,000
24Forte Capital$274,126$553,000,000$35,000,000$588,000,000
25Sanderson Wealth Management$581,667$523,500,000$0$523,500,000
26Kings Point Capital Management$974,048$500,067,835$2,540,979$502,608,814
27Sage Capital Management$726,881$344,754,000$132,807,000$477,561,000
28RJR Associates Inc.$1,431,171$354,282,000$97,968,000$452,250,000
29Zephyr Management$1,929,226$439,863,489$0$439,863,489
30Clear Harbor Asset Management$564,043$422,750,533$2,537,945$425,288,478
31Charles Pratt & Co.$575,837$183,124,000$218,810,000$401,934,000
32GM Advisory Group Inc.$464,273$385,935,591$2,660,739$388,596,330
33Tortoise Investment Management$323,702$379,964,346$4,269,546$384,233,892
34Ashford Advisors$1,352,432$268,117,292$114,621,057$382,738,349
35Cooper/Haims Advisors$383,488$266,086,090$64,864,185$330,950,275
36Prosper Advisors$563,057$304,900,723$839,045$305,739,768
37Beekman Wealth Advisory$16,470,588$0$280,000,000$280,000,000
38Albany Financial Planners Inc.$457,843$274,706,000$0$274,706,000
39Ogorek Wealth Management$507,877$273,237,796$0$273,237,796
40Frisch Financial Group Inc.$254,576$230,984,443$36,575,123$267,559,566
41Blue Ocean Strategic Capital$227,485$194,984,000$64,348,881$259,332,881
42Canepa U.S.$86,045,300$200,008,387$58,127,514$258,135,901
43Gatemore Capital Management$457,147$254,173,890$0$254,173,890
44Wealthstream Advisors Inc.$514,680$240,423,344$12,284,348$252,707,692
45Schroeder, Braxton & Vogt Inc.$488,480$239,354,969$0$239,354,969
46Ray Mignone & Associates Inc.$426,653$216,000,000$17,806,000$233,806,000
47Hudson Advisor Services Inc.$524,476$149,000,000$76,000,000$225,000,000
48Montrose Advisors Inc.$34,850,407$34,962,454$174,139,990$209,102,444
49R.W. Roge & Co. Inc.$832,000$208,000,000$0$208,000,000
50The Spielberger Group$617,434$185,000,000$2,700,000$187,700,000
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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, 2012. (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.