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 | FISHER INVESTMENTS | $1,744,458 | $121,000,000,000 | — | $121,000,000,000 |
| 2 | CAMBRIDGE ASSOCIATES, LLC | $352,125,750 | $34,514,521,032 | $149,000,000,000 | $183,000,000,000 |
| 3 | JASPER RIDGE PARTNERS, L.P. | $512,048,230 | $21,475,264,147 | $542,809,759 | $22,018,073,906 |
| 4 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $19,662,808 | $18,753,815,040 | $6,316,265,175 | $25,070,080,215 |
| 5 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | $379,152,348 | $17,061,855,642 | — | $17,061,855,642 |
| 6 | BBR PARTNERS, LLC | $4,968,583 | $15,627,400,000 | $2,259,500,000 | $17,886,900,000 |
| 7 | HALL CAPITAL PARTNERS LLC | $229,833,178 | $15,427,970,540 | $26,171,834,745 | $41,599,805,285 |
| 8 | MERCER GLOBAL ADVISORS INC. | $484,544 | $15,278,918,122 | $570,047,462 | $15,848,965,584 |
| 9 | BAHL & GAYNOR INC | $6,491,643 | $14,612,296,849 | $909,221,344 | $15,521,518,193 |
| 10 | TIEDEMANN ADVISORS, LLC | $40,943,165 | $13,613,751,880 | $3,705,206,920 | $17,318,958,800 |
| 11 | JOHNSON INVESTMENT COUNSEL, INC. | $1,158,319 | $12,930,934,333 | $187,031,500 | $13,117,965,833 |
| 12 | BOSTON PRIVATE WEALTH | $978,664 | $12,697,123,638 | $618,579,481 | $13,315,703,119 |
| 13 | JORDAN PARK GROUP LLC | $5,859,397 | $11,683,637,375 | — | $11,683,637,375 |
| 14 | APPLETON PARTNERS, INC. | $1,790,992 | $11,188,326,079 | — | $11,188,326,079 |
| 15 | MONETA GROUP INVESTMENT ADVISORS, LLC | $881,731 | $10,996,388,882 | $12,738,039,276 | $23,734,428,158 |
| 16 | ASPIRIANT, LLC | $1,447,224 | $10,639,610,000 | $2,119,121,000 | $12,758,731,000 |
| 17 | IEQ CAPITAL, LLC | $13,374,163 | $9,520,066,535 | $256,446,866 | $9,776,513,401 |
| 18 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | $3,107,105 | $8,953,449,315 | $63,370,750 | $9,016,820,065 |
| 19 | FCI ADVISORS | $749,954 | $8,747,161,548 | $1,116,231,613 | $9,863,393,161 |
| 20 | SUMMIT ROCK ADVISORS, LP | $103,943,704 | $7,885,247,865 | $7,914,195,146 | $15,799,443,011 |
| 21 | SAVANT WEALTH MANAGEMENT | $1,183,234 | $7,553,766,551 | — | $7,553,766,551 |
| 22 | BRIGHTON JONES LLC | $3,410,072 | $6,700,909,908 | $98,773,677 | $6,799,683,585 |
| 23 | EP WEALTH ADVISORS | $523,493 | $6,690,000,000 | $240,000,000 | $6,930,000,000 |
| 24 | HOMRICH BERG | $797,220 | $6,441,699,297 | $543,543,888 | $6,985,243,185 |
| 25 | CHURCHILL MANAGEMENT GROUP | $366,624 | $6,400,581,247 | $151,729,837 | $6,552,311,084 |
| 26 | PINNACLE ASSOCIATES, LTD. | $1,413,867 | $6,245,050,417 | — | $6,245,050,417 |
| 27 | MILL CREEK CAPITAL ADVISORS, LLC | $20,027,881 | $6,169,291,096 | $560,076,987 | $6,729,368,083 |
| 28 | PATHSTONE | $1,811,205 | $6,162,652,784 | $4,088,769,023 | $10,251,421,807 |
| 29 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | $1,888,986 | $5,961,638,487 | — | $5,961,638,487 |
| 30 | ADVISER INVESTMENTS | $546,445 | $5,836,032,941 | — | $5,836,032,941 |
| 31 | ATHENA CAPITAL ADVISORS LLC | $14,277,853 | $5,678,956,725 | $574,742,954 | $6,253,699,679 |
| 32 | BALLENTINE PARTNERS | $1,812,528 | $5,558,572,633 | $2,369,424,322 | $7,927,996,955 |
| 33 | THE BOLLARD GROUP LLC | $9,604,353 | $5,504,246,728 | $66,278,228 | $5,570,524,956 |
| 34 | WETHERBY ASSET MANAGEMENT | $1,419,325 | $5,093,686,405 | $247,232,218 | $5,340,918,623 |
| 35 | ORGEL WEALTH MANAGEMENT, LLC | $650,018 | $5,068,194,052 | — | $5,068,194,052 |
| 36 | SEVEN POST INVESTMENT OFFICE LP | $31,042,731 | $4,908,146,689 | $307,032,054 | $5,215,178,743 |
| 37 | ROPES WEALTH ADVISORS | $1,861,760 | $4,883,134,774 | $130,585,803 | $5,013,720,577 |
| 38 | REGENTATLANTIC | $2,647,628 | $4,851,335,814 | $49,424,441 | $4,900,760,255 |
| 39 | R M DAVIS INC | $950,770 | $4,841,133,150 | $15,399,992 | $4,856,533,142 |
| 40 | DOWLING & YAHNKE, LLC | $1,053,535 | $4,730,371,019 | — | $4,730,371,019 |
| 41 | GOFEN AND GLOSSBERG, L.L.C. | $1,543,817 | $4,707,207,466 | $260,796,166 | $4,968,003,632 |
| 42 | BALASA DINVERNO FOLTZ LLC | $801,371 | $4,595,063,036 | — | $4,595,063,036 |
| 43 | BRIDGES INVESTMENT MANAGEMENT INC | $2,931,027 | $4,564,521,962 | $268,741,696 | $4,833,263,658 |
| 44 | CHOATE INVESTMENT ADVISORS | $2,170,955 | $4,485,431,447 | $661,903,297 | $5,147,334,744 |
| 45 | GRYPHON ADVISORS, LLC | $223,937,530 | $4,478,750,594 | — | $4,478,750,594 |
| 46 | EVOKE WEALTH, LLC | $2,073,272 | $4,414,273,162 | $244,367,925 | $4,658,641,087 |
| 47 | PLANCORP, LLC | $702,265 | $4,352,496,626 | $186,244,015 | $4,538,740,641 |
| 48 | BECKER CAPITAL MANAGEMENT, INC. | $3,336,859 | $4,307,884,565 | — | $4,307,884,565 |
| 49 | SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC | $1,008,378 | $4,284,308,141 | $10,374,043 | $4,294,682,184 |
| 50 | BRADLEY FOSTER & SARGENT INC | $1,273,929 | $4,234,983,943 | $3,379,252 | $4,238,363,195 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
