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$19,030,062$11,113,276,000$5,176,457,000$16,289,733,000
2Summit Rock Advisors$142,263,889$4,713,000,000$5,530,000,000$10,243,000,000
3Rockefeller & Co., Inc.$4,841,319$9,394,857,836$374,924,482$9,769,782,318
4BBR Partners$3,725,073$7,107,700,000$1,776,600,000$8,884,300,000
5TAG Associates$7,163,986$316,800,000$8,057,900,000$8,374,700,000
6KLS Professional Advisors Group$646,368$5,167,642,131$646,442,292$5,814,084,423
7Tiedemann Wealth Management$4,373,988$4,753,115,383$583,150,398$5,336,265,781
8East End Advisors$224,481,420$479,386,438$4,459,204,809$4,938,591,247
9Douglas C. Lane & Associates, Inc.$1,055,237$4,375,351,392$2,827,335$4,378,178,727
10Seven Bridges Advisors$36,257,598$1,865,226,583$2,159,366,747$4,024,593,330
11Klingenstein, Fields & Co., LLC$2,878,415$3,199,523,267$30,057,815$3,229,581,082
12Joel Isaacson & Co.$867,789$1,670,661,715$1,206,928,034$2,877,589,749
13QCI Asset Management Inc$1,378,663$1,583,887,000$1,250,644,000$2,834,531,000
14Executive Monetary Management$20,693,148$23,362,037$2,666,747,214$2,690,109,251
15Inverness Counsel$2,894,801$2,596,972,537$14,138,026$2,611,110,563
16Geller Family Office Services$4,353,585$2,307,400,000$0$2,307,400,000
17Stralem & Co Inc$7,807,834$2,249,949,095$37,746,390$2,287,695,485
18Alesco Advisors$2,503,761$2,213,324,411$0$2,213,324,411
19Barrett Asset Management$2,001,208$1,418,116,822$162,837,690$1,580,954,512
20Stelac Advisory Services$5,325,901$515,050,646$949,572,086$1,464,622,732
21Douglass Winthrop Advisors LLC$1,826,682$1,347,740,383$75,244,563$1,422,984,946
22Cobblestone Capital Advisors$719,044$1,267,332,109$62,899,509$1,330,231,618
23Bridgewater Advisors Inc.$570,313$1,261,532,320$0$1,261,532,320
24Courier Capital Corporation$1,103,391$982,040,117$244,930,293$1,226,970,410
25Altfest Personal Wealth Management$425,560$1,158,570,000$8,741,000$1,167,311,000
26Howe and Rusling, Inc.$583,867$776,870,040$35,872,348$812,742,388
27Artemis Wealth Advisors$70,979,455$737,680,000$43,094,000$780,774,000
28Fusion Family Wealth$3,730,464$779,667,014$0$779,667,014
29Lenox Wealth Advisors, Inc.$1,436,858$762,971,523$0$762,971,523
30True North Management Group$88,030,125$704,241,000$0$704,241,000
31Forte Capital$322,452$646,700,686$36,897,798$683,598,484
32Kings Point Capital Management$1,049,710$636,133,909$2,089,948$638,223,857
33Sanderson Wealth Management$2,797,319$69,850,517$556,748,903$626,599,420
34Fischer & Co.$22,073,425$482,788,083$135,267,815$618,055,898
35GM Advisory Group, Inc.$1,729,675$572,627,369$1,624,704$574,252,073
36Tortoise Investment Management$344,904$565,210,127$7,330,553$572,540,680
37Rockbridge Investment Management$217,419$423,639,599$14,024,817$437,664,416
38Charles Pratt & Company$656,685$214,595,000$222,757,000$437,352,000
39Cooper/Haims Advisors$418,390$319,705,295$95,337,669$415,042,964
40Sage Capital Management$686,144$273,036,160$107,087,470$380,123,630
41Dendron Advisors$2,142,857$0$375,000,000$375,000,000
42Shulman Demeo Asset Management, LLC$487,455$323,532,909$41,571,206$365,104,115
43Beekman Wealth Advisory$33,090,909$0$364,000,000$364,000,000
44Ashford Advisors$1,620,435$246,548,198$114,808,786$361,356,984
45Frisch Financial Group, Inc.$312,616$310,418,750$40,336,778$350,755,528
46Wealthstream Advisors, Inc.$570,946$339,141,840$0$339,141,840
47Montrose Advisors Inc$23,486,416$68,128,779$260,681,051$328,809,830
48FIC Capital, Inc.$1,002,134$300,000,000$28,700,000$328,700,000
49Gatemore Capital Management$588,906$320,203,507$1,339,292$321,542,799
50Ogorek Wealth Management$578,110$315,070,130$0$315,070,130
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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 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.