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
1Financial Engines Advisors$128,980$181,000,000,000$181,000,000,000
2Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
3Hall Capital Partners Llc$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
4Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
5Aperio Group$4,925,444$24,735,579,836$24,735,579,836
6Kayne Anderson Rudnick Investment Management$645,985$17,840,299,332$4,981,721,014$22,822,020,346
7Moneta Group Investment Advisors, Llc$798,198$9,217,129,738$11,040,339,199$20,257,468,937
8Jasper Ridge Partners, L.P.$500,041,890$19,288,071,368$713,604,226$20,001,675,594
9Private Advisor Group, Llc$238,446$19,360,330,580$38,481,254$19,398,811,834
10Silvercrest Asset Management Group Llc$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
11Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
12Bbr Partners, Llc$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
13Buckingham Strategic Wealth$534,734$14,480,969,253$1,042,360,927$15,523,330,180
14Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
15Comprehensive Financial Management Llc$315,000,701$14,175,031,522$14,175,031,522
16Tiedemann Advisors, Llc$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
17Summit Rock Advisors, Lp$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
18Boston Private Wealth$943,231$12,260,516,842$567,430,937$12,827,947,779
19Bahl & Gaynor Inc$5,558,948$11,931,897,822$848,124,311$12,780,022,133
20Aspiriant, Llc$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
21Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
22Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
23Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
24Appleton Partners,Inc.$1,673,906$10,189,067,277$10,189,067,277
25Jordan Park Group Llc$7,915,729$9,237,655,510$9,237,655,510
26RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
27Fci Advisors$694,268$7,490,447,883$1,122,635,661$8,613,083,544
28Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
29Pathstone$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
30Tag Associates Llc$7,315,577$290,910,000$7,763,540,000$8,054,450,000
31The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
32Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
33We Family Offices$101,406,847$7,402,699,857$7,402,699,857
34Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
35Loring, Wolcott & Coolidge Fiduciary Advisors, Llp$2,541,179$7,053,569,192$188,790,290$7,242,359,482
36Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
37East End Advisors, Llc$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
38Savant Capital Management$1,247,761$6,126,504,280$6,126,504,280
39Cv Advisors Llc$8,885,262$569,328,698$5,490,419,917$6,059,748,615
40Bartlett & Co. Wealth Management Llc$3,059,318$5,926,185,183$112,908,026$6,039,093,209
41Athena Capital Advisors Llc$13,573,302$5,212,095,781$610,850,661$5,822,946,442
42Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
43Mill Creek Capital Advisors, Llc$16,685,607$5,083,322,190$539,727,276$5,623,049,466
44Tolleson Private Wealth Management$1,729,339$5,439,770,306$123,513,227$5,563,283,533
45AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
46Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
47Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
48Pinnacle Associates, Ltd.$1,228,377$5,323,786,659$5,323,786,659
49Brighton Jones Llc$3,084,560$5,163,863,381$135,410,291$5,299,273,672
50Seven Bridges Advisors Llc$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
Next Page »

Showing 1 to 50 of 2,439 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 June 5, 2019.