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 L.L.C. | $151,202 | $229,000,000,000 | — | $229,000,000,000 |
| 2 | Fisher Investments | $1,744,458 | $120,949,000,000 | — | $120,949,000,000 |
| 3 | Cambridge Associates, Llc | $352,125,750 | $34,514,521,032 | $148,943,000,000 | $183,458,000,000 |
| 4 | Aperio Group, Llc | $5,969,688 | $34,486,886,409 | — | $34,486,886,409 |
| 5 | Chevy Chase Trust Company | $8,384,189 | $33,997,884,407 | — | $33,997,884,407 |
| 6 | Kayne Anderson Rudnick Investment Management, Llc | $786,691 | $25,685,495,749 | $7,320,902,440 | $33,006,398,189 |
| 7 | Jasper Ridge Partners | $512,048,230 | $21,475,264,147 | $542,809,759 | $22,018,073,906 |
| 8 | Private Advisor Group, Llc | $247,642 | $21,180,500,841 | $38,481,253 | $21,218,982,094 |
| 9 | Silvercrest Asset Management Group | $19,662,808 | $18,753,815,040 | $6,316,265,175 | $25,070,080,215 |
| 10 | Comprehensive Financial Management LLC | $379,152,348 | $17,061,855,642 | — | $17,061,855,642 |
| 11 | Veritable Lp | $5,011,173 | $16,895,398,816 | $453,282,471 | $17,348,681,287 |
| 12 | Buckingham Strategic Wealth, Llc | $563,306 | $15,675,527,939 | $1,128,439,244 | $16,803,967,183 |
| 13 | BBR Partners | $4,968,583 | $15,627,400,000 | $2,259,500,000 | $17,886,900,000 |
| 14 | Hall Capital Partners | $229,833,178 | $15,427,970,540 | $26,171,834,745 | $41,599,805,285 |
| 15 | Bahl & Gaynor Inc | $6,491,643 | $14,612,296,849 | $909,221,344 | $15,521,518,193 |
| 16 | Boston Private Wealth | $978,664 | $12,697,123,638 | $618,579,481 | $13,315,703,119 |
| 17 | Personal Capital Advisors Corporation | $195,558 | $12,240,728,055 | — | $12,240,728,055 |
| 18 | Aspiriant, LLC | $1,447,224 | $10,639,610,000 | $2,119,121,000 | $12,758,731,000 |
| 19 | The Colony Group, Llc | $769,388 | $9,833,557,577 | $1,717,266,493 | $11,550,824,070 |
| 20 | Moneta Group Investment Advisors, LLC | $798,198 | $9,217,129,738 | $11,040,339,199 | $20,257,468,937 |
| 21 | Evercore Wealth Management, Llc | $2,981,158 | $9,063,713,169 | $133,160,171 | $9,196,873,340 |
| 22 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | $3,107,105 | $8,953,449,315 | $63,370,750 | $9,016,820,065 |
| 23 | FCI Advisors | $749,954 | $8,747,161,548 | $1,116,231,613 | $9,863,393,161 |
| 24 | Ae Wealth Management, Llc | $115,541 | $8,583,746,349 | — | $8,583,746,349 |
| 25 | Summit Rock Advisors | $103,943,704 | $7,885,247,865 | $7,914,195,146 | $15,799,443,011 |
| 26 | Allworth Financial, L.P. | $317,893 | $7,875,238,368 | $220,540,554 | $8,095,778,922 |
| 27 | Rmb Capital Management | $500,397 | $7,761,170,614 | $903,699,517 | $8,664,870,131 |
| 28 | Brighton Jones | $3,410,072 | $6,700,909,908 | $98,773,677 | $6,799,683,585 |
| 29 | Savant Capital Management | $1,273,202 | $6,688,128,321 | — | $6,688,128,321 |
| 30 | Tolleson Private Wealth Management | $1,971,723 | $6,511,118,553 | $119,786,344 | $6,630,904,897 |
| 31 | Homrich Berg | $797,220 | $6,441,699,297 | $543,543,888 | $6,985,243,185 |
| 32 | Homrich Berg | $797,220 | $6,441,699,297 | $543,543,888 | $6,985,243,185 |
| 33 | Churchill Management Group | $366,624 | $6,400,581,247 | $151,729,837 | $6,552,311,084 |
| 34 | Bartlett & Co. Wealth Management Llc | $3,222,043 | $6,385,450,149 | $119,854,486 | $6,505,304,635 |
| 35 | Cresset Asset Management, Llc | $2,919,963 | $6,273,429,220 | $243,928,858 | $6,517,358,078 |
| 36 | Pinnacle Associates, Ltd. | $1,413,867 | $6,245,050,417 | — | $6,245,050,417 |
| 37 | Mill Creek Capital Advisors | $20,027,881 | $6,169,291,096 | $560,076,987 | $6,729,368,083 |
| 38 | Mill Creek Capital Advisors, Llc | $20,027,881 | $6,169,291,096 | $560,076,987 | $6,729,368,083 |
| 39 | Pathstone Federal Street | $1,811,205 | $6,162,652,784 | $4,088,769,023 | $10,251,421,807 |
| 40 | Ferguson Wellman Capital Management, Inc. | $1,888,986 | $5,961,638,487 | — | $5,961,638,487 |
| 41 | Adviser Investments | $546,445 | $5,836,032,941 | — | $5,836,032,941 |
| 42 | Pensionmark Financial Group, Llc | $3,878,404 | $5,296,322,993 | $14,789,930,449 | $20,086,253,442 |
| 43 | Welch & Forbes Llc | $1,980,842 | $5,261,339,207 | $328,596,851 | $5,589,936,058 |
| 44 | Gresham Partners, Llc | $36,591,411 | $5,229,932,255 | $1,832,210,126 | $7,062,142,381 |
| 45 | Wetherby Asset Management | $1,419,325 | $5,093,686,405 | $247,232,218 | $5,340,918,623 |
| 46 | Orgel Wealth Management, Llc | $650,018 | $5,068,194,052 | — | $5,068,194,052 |
| 47 | Zacks Investment Management, Inc. | $793,353 | $4,973,528,399 | — | $4,973,528,399 |
| 48 | Seven Post Investment Office Lp | $31,042,731 | $4,908,146,689 | $307,032,054 | $5,215,178,743 |
| 49 | Ropes Wealth Advisors | $1,861,760 | $4,883,134,774 | $130,585,803 | $5,013,720,577 |
| 50 | Regentatlantic | $2,647,628 | $4,851,335,814 | $49,424,441 | $4,900,760,255 |
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.
