RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      2951THE MATHER GROUP, LLC$683,047$7,584,242,198$995,516,873$8,579,759,071
      2952BALLENTINE PARTNERS$2,003,387$7,650,881,001$2,868,906,345$10,519,787,346
      2953PINNACLE ASSOCIATES, LTD.$1,509,196$7,746,705,571—$7,746,705,571
      2954CHURCHILL MANAGEMENT GROUP$438,845$7,782,747,396$132,260,254$7,915,007,650
      2955CHOREO, LLC$768,898$7,828,268,908$2,149,719,730$9,977,988,638
      2956FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.$2,287,380$8,200,257,802—$8,200,257,802
      2957MILL CREEK CAPITAL ADVISORS, LLC$25,368,180$8,728,115,259$708,847,706$9,436,962,965
      2958HOMRICH BERG$1,086,774$9,543,574,069$1,539,346,928$11,082,920,997
      2959BRIGHTON JONES LLC$4,173,923$9,949,152,738$101,653,961$10,050,806,699
      2960EVOKE ADVISORS$1,630,148$9,969,680,137$487,717,058$10,457,397,195
      2961LIDO ADVISORS$1,072,462$10,618,505,257$433,219,834$11,051,725,091
      2962ASPIRIANT, LLC$1,478,085$12,334,571,000$3,142,461,000$15,477,032,000
      2963APPLETON PARTNERS, INC.$1,882,589$12,509,801,332—$12,509,801,332
      2964LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,941,081$12,546,553,131$72,787,752$12,619,340,883
      2965FCI ADVISORS$1,104,130$12,828,294,714$1,643,532,748$14,471,827,462
      2966SAVANT WEALTH MANAGEMENT$1,622,838$12,849,631,158—$12,849,631,158
      2967WEALTHSPIRE ADVISORS$3,122,799$14,027,191,596$293,963,940$14,321,155,536
      2968EP WEALTH ADVISORS$798,802$14,386,000,000$284,000,000$14,670,000,000
      2969PATHSTONE$1,749,466$15,991,124,800$6,613,727,272$22,604,852,072
      2970BAHL & GAYNOR INC$6,926,480$17,182,081,433$383,471,092$17,565,552,525
      2971IEQ CAPITAL, LLC$18,987,618$17,344,630,164$446,767,584$17,791,397,748
      2972JORDAN PARK GROUP LLC$4,284,459$17,600,559,329—$17,600,559,329
      2973MONETA GROUP INVESTMENT ADVISORS, LLC$988,809$18,237,583,315$14,651,179,572$32,888,762,887
      2974JOHNSON INVESTMENT COUNSEL, INC.$1,356,249$18,527,700,545$236,007,331$18,763,707,876
      2975CRESSET ASSET MANAGEMENT, LLC$1,673,188$19,199,045,841$3,768,811,674$22,967,857,515
      2976TIEDEMANN ADVISORS, LLC$45,200,886$22,139,706,109$4,438,414,838$26,578,120,947
      2977COMPREHENSIVE FINANCIAL MANAGEMENT LLC$812,662,569$22,754,551,937—$22,754,551,937
      2978BBR PARTNERS, LLC$6,491,925$23,602,200,000$2,365,500,000$25,967,700,000
      2979HALL CAPITAL PARTNERS LLC$301,120,929$24,151,335,573$31,556,036,268$55,707,371,841
      2980SILVERCREST ASSET MANAGEMENT GROUP LLC$25,151,501$25,073,274,725$7,246,404,129$32,319,678,854
      2981JASPER RIDGE PARTNERS, L.P.$716,443,547$34,075,670,371$1,030,063,447$35,105,733,818
      2982CAMBRIDGE ASSOCIATES, LLC$515,492,187$53,128,085,277$241,217,953,432$294,346,038,709
      2983FISHER INVESTMENTS$961,779$208,905,102,124—$208,905,102,124
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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 Research.

      Reprints: For reprints of these rankings, please contact Caroline Murphy.

      *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.