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 |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors | $136,038 | $169,000,000,000 | $0 | $169,000,000,000 |
| 2 | Fisher Investments | $2,240,430 | $96,031,566,281 | $0 | $96,031,566,281 |
| 3 | Chevy Chase Trust Company | $8,384,277 | $29,990,558,415 | $0 | $29,990,558,415 |
| 4 | Aperio Group | $5,551,788 | $23,817,171,327 | $0 | $23,817,171,327 |
| 5 | Edelman Financial Services, LLC | $252,931 | $21,729,061,354 | $0 | $21,729,061,354 |
| 6 | Kayne Anderson Rudnick Investment Management | $777,847 | $18,856,313,984 | $5,022,807,092 | $23,879,121,076 |
| 7 | Jasper Ridge Partners | $448,164,428 | $17,715,432,511 | $659,309,016 | $18,374,741,527 |
| 8 | Private Advisor Group, Llc | $225,576 | $16,813,201,387 | $6,427,227 | $16,819,628,614 |
| 9 | Silvercrest Asset Management Group | $17,506,326 | $15,998,057,503 | $5,342,153,380 | $21,340,210,883 |
| 10 | Comprehensive Financial Management LLC | $354,016,513 | $15,222,710,047 | $0 | $15,222,710,047 |
| 11 | Veritable LP | $5,032,885 | $15,209,521,170 | $422,619,245 | $15,632,140,415 |
| 12 | Buckingham Strategic Wealth | $499,308 | $13,427,234,199 | $277,273,936 | $13,704,508,135 |
| 13 | BBR Partners | $4,437,250 | $12,214,800,000 | $1,984,400,000 | $14,199,200,000 |
| 14 | Bahl & Gaynor Inc | $5,308,629 | $10,832,882,456 | $819,557,990 | $11,652,440,446 |
| 15 | Aspiriant, LLC | $1,438,094 | $10,658,668,000 | $1,555,064,000 | $12,213,732,000 |
| 16 | Mercer Global Advisors Inc. | $454,670 | $10,656,252,569 | $397,219,956 | $11,053,472,525 |
| 17 | Hall Capital Partners | $214,070,262 | $10,615,011,545 | $25,776,932,986 | $36,391,944,531 |
| 18 | Johnson Investment Counsel, Inc. | $1,041,126 | $10,420,633,000 | $0 | $10,420,633,000 |
| 19 | Tiedemann Wealth Management | $27,215,939 | $9,778,918,356 | $2,522,686,287 | $12,301,604,643 |
| 20 | Appleton Partners,Inc. | $1,584,787 | $9,144,218,642 | $0 | $9,144,218,642 |
| 21 | RMB Capital Management | $646,700 | $8,394,878,066 | $774,037,439 | $9,168,915,505 |
| 22 | Jordan Park Group LLC | $9,440,271 | $8,128,073,539 | $0 | $8,128,073,539 |
| 23 | Personal Capital Advisors Corporation | $177,889 | $7,912,150,632 | $0 | $7,912,150,632 |
| 24 | Evercore Wealth Management, LLC | $2,763,808 | $7,282,204,358 | $47,415,336 | $7,329,619,694 |
| 25 | FCI Advisors | $689,677 | $7,201,326,073 | $1,064,455,391 | $8,265,781,464 |
| 26 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | $2,583,393 | $7,038,476,460 | $189,858,473 | $7,228,334,933 |
| 27 | Boston Private Wealth | $1,192,844 | $6,955,567,868 | $468,694,802 | $7,424,262,670 |
| 28 | Moneta Group Investment Advisors, LLC | $790,537 | $6,855,278,868 | $11,657,505,213 | $18,512,784,081 |
| 29 | Pinnacle Associates, Ltd.. | $1,563,182 | $6,496,586,132 | $0 | $6,496,586,132 |
| 30 | Summit Rock Advisors | $104,506,352 | $6,421,259,471 | $6,955,553,518 | $13,376,812,989 |
| 31 | HPM Partners LLC | $5,165,693 | $5,896,714,552 | $1,536,718,166 | $7,433,432,718 |
| 32 | Churchill Management Group | $360,824 | $5,859,512,356 | $132,685,663 | $5,992,198,019 |
| 33 | Global Financial Private Capital, LLC | $99,725 | $5,790,555,183 | $0 | $5,790,555,183 |
| 34 | Savant Capital Management | $1,240,297 | $5,617,303,696 | $0 | $5,617,303,696 |
| 35 | KLS Professional Advisors Group | $712,675 | $5,611,877,619 | $590,536,950 | $6,202,414,569 |
| 36 | Tolleson Private Wealth Management | $1,639,314 | $5,411,003,659 | $193,811,430 | $5,604,815,089 |
| 37 | Adviser Investments | $518,445 | $5,306,284,485 | $0 | $5,306,284,485 |
| 38 | Mill Creek Capital Advisors | $17,569,370 | $5,186,942,009 | $610,950,114 | $5,797,892,123 |
| 39 | Ferguson Wellman Capital Management, Inc. | $1,930,412 | $5,152,269,992 | $0 | $5,152,269,992 |
| 40 | The Colony Group, LLC | $677,659 | $5,081,873,661 | $1,227,813,801 | $6,309,687,462 |
| 41 | Homrich Berg | $663,650 | $4,937,834,217 | $658,728,186 | $5,596,562,403 |
| 42 | Brighton Jones | $3,340,910 | $4,881,664,540 | $79,587,358 | $4,961,251,898 |
| 43 | Athena Capital Advisors | $9,788,334 | $4,827,408,687 | $644,270,237 | $5,471,678,924 |
| 44 | Zacks Investment Management | $811,347 | $4,774,778,847 | $0 | $4,774,778,847 |
| 45 | Welch & Forbes | $1,794,811 | $4,589,213,178 | $308,826,772 | $4,898,039,950 |
| 46 | Wetherby Asset Management | $1,352,998 | $4,487,074,471 | $228,124,411 | $4,715,198,882 |
| 47 | Seven Post Investment Office | $14,556,069 | $4,435,399,066 | $237,098,935 | $4,672,498,001 |
| 48 | The Bollard Group | $7,779,609 | $4,432,740,480 | $87,212,068 | $4,519,952,548 |
| 49 | Signature Family Wealth Advisors | $24,744,924 | $4,404,596,410 | $0 | $4,404,596,410 |
| 50 | Symmetry Partners | $203,157 | $4,376,000,000 | $0 | $4,376,000,000 |
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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.
