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
      2951MILL CREEK CAPITAL ADVISORS, LLC$25,368,180$8,728,115,259$708,847,706$9,436,962,965
      2952CARDEA CAPITAL GROUP, INC.$26,426,382$131,053,844$3,119,391,107$3,250,444,951
      2953TWIN FOCUS CAPITAL PARTNERS, LLC$27,770,773$2,505,427,928$938,147,939$3,443,575,867
      2954HEBER FUGER WENDIN INC$28,259,486$326,030,571$7,614,885,017$7,940,915,588
      2955GALAPAGOS WEALTH MANAGEMENT, LLC$28,945,572$333,945,185$534,421,984$868,367,169
      2956PAUL COMSTOCK PARTNERS$30,318,857—$3,365,393,181$3,365,393,181
      2957OAKMONT CORPORATION$33,321,675$2,845,216,205$20,447,845$2,865,664,050
      2958WITTLIN ADVISORY$34,984,971$140,567,755$244,266,922$384,834,677
      2959SEVEN POST INVESTMENT OFFICE LP$37,907,265$6,633,101,166$303,928,282$6,937,029,448
      2960DISCIPLINA CAPITAL MANAGEMENT, LLC$39,151,878$1,183,240,369$461,138,499$1,644,378,868
      2961SEVEN BRIDGES ADVISORS LLC$41,858,347$2,201,144,724$4,370,615,787$6,571,760,511
      2962MOZAIC, LLC$42,700,799—$3,202,559,896$3,202,559,896
      2963BATTERY GLOBAL ADVISORS, LLC$44,195,745$1,808,600,000$2,345,800,000$4,154,400,000
      2964TIEDEMANN ADVISORS, LLC$45,200,886$22,139,706,109$4,438,414,838$26,578,120,947
      2965IWP WEALTH MANAGEMENT LLC$49,172,837$235,028,393$2,518,650,469$2,753,678,862
      2966DYSON CAPITAL ADVISORS, LLC$49,230,473$688,717,622$2,806,645,976$3,495,363,598
      2967BOWIE CAPITAL MANAGEMENT, LLC$57,962,287$1,622,944,040—$1,622,944,040
      2968BPS CAPITAL MANAGEMENT, INC.$67,238,897—$5,379,111,786$5,379,111,786
      2969BITTERROOT CAPITAL ADVISORS LLC$70,982,293$107,422,885$1,099,276,101$1,206,698,986
      2970BEEKMAN WEALTH ADVISORY, LLC$84,085,714—$588,600,000$588,600,000
      2971REGIS MANAGEMENT COMPANY, LLC$92,566,740$4,443,203,516—$4,443,203,516
      2972ARTEMIS WEALTH ADVISORS, LLC$92,685,283$1,753,378,680$193,012,263$1,946,390,943
      2973PERMANENS CAPITAL L.P.$101,594,818$2,775,642,256$1,694,529,754$4,470,172,010
      2974PINE RIDGE ADVISERS LLC$116,301,668$2,674,938,353—$2,674,938,353
      2975OHANA ADVISORS$124,732,949$1,253,932,740$492,328,551$1,746,261,291
      2976WE FAMILY OFFICES$139,400,646—$13,382,462,057$13,382,462,057
      2977STERLING INVESTMENT MANAGEMENT$155,802,359$1,558,023,587—$1,558,023,587
      2978EAST END ADVISORS, LLC$192,238,303$1,191,330,576$5,729,248,327$6,920,578,903
      2979CAMBRIDGE ASSOCIATES LTD LLC$245,570,008$507,896,973$5,385,783,212$5,893,680,185
      2980HALL CAPITAL PARTNERS LLC$301,120,929$24,151,335,573$31,556,036,268$55,707,371,841
      2981CAMBRIDGE ASSOCIATES, LLC$515,492,187$53,128,085,277$241,217,953,432$294,346,038,709
      2982JASPER RIDGE PARTNERS, L.P.$716,443,547$34,075,670,371$1,030,063,447$35,105,733,818
      2983COMPREHENSIVE FINANCIAL MANAGEMENT LLC$812,662,569$22,754,551,937—$22,754,551,937
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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.