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 | $128,980 | $181,000,000,000 | — | $181,000,000,000 |
| 2 | Fisher Investments | $1,638,710 | $94,107,835,606 | — | $94,107,835,606 |
| 3 | Chevy Chase Trust Company | $7,193,129 | $27,686,353,937 | — | $27,686,353,937 |
| 4 | Aperio Group | $4,925,444 | $24,735,579,836 | — | $24,735,579,836 |
| 5 | Private Advisor Group, Llc | $238,446 | $19,360,330,580 | $38,481,254 | $19,398,811,834 |
| 6 | Jasper Ridge Partners, L.P. | $500,041,890 | $19,288,071,368 | $713,604,226 | $20,001,675,594 |
| 7 | Kayne Anderson Rudnick Investment Management | $645,985 | $17,840,299,332 | $4,981,721,014 | $22,822,020,346 |
| 8 | Veritable LP | $4,796,223 | $14,676,083,440 | $345,686,766 | $15,021,770,206 |
| 9 | Buckingham Strategic Wealth | $534,734 | $14,480,969,253 | $1,042,360,927 | $15,523,330,180 |
| 10 | Silvercrest Asset Management Group Llc | $15,625,811 | $14,244,613,832 | $4,787,623,832 | $19,032,237,664 |
| 11 | Comprehensive Financial Management Llc | $315,000,701 | $14,175,031,522 | — | $14,175,031,522 |
| 12 | Bbr Partners, Llc | $4,328,665 | $13,748,600,000 | $2,137,600,000 | $15,886,200,000 |
| 13 | Boston Private Wealth | $943,231 | $12,260,516,842 | $567,430,937 | $12,827,947,779 |
| 14 | Hall Capital Partners Llc | $208,355,639 | $12,011,600,921 | $24,242,280,215 | $36,253,881,136 |
| 15 | Bahl & Gaynor Inc | $5,558,948 | $11,931,897,822 | $848,124,311 | $12,780,022,133 |
| 16 | Tiedemann Advisors, Llc | $34,203,025 | $11,574,258,492 | $2,346,372,568 | $13,920,631,060 |
| 17 | Johnson Investment Counsel, Inc. | $969,115 | $10,661,232,987 | — | $10,661,232,987 |
| 18 | Mercer Global Advisors Inc. | $372,273 | $10,323,500,129 | $363,717,228 | $10,687,217,357 |
| 19 | Appleton Partners,Inc. | $1,673,906 | $10,189,067,277 | — | $10,189,067,277 |
| 20 | Aspiriant, Llc | $1,346,174 | $9,903,594,000 | $1,766,385,000 | $11,669,979,000 |
| 21 | Jordan Park Group Llc | $7,915,729 | $9,237,655,510 | — | $9,237,655,510 |
| 22 | Moneta Group Investment Advisors, Llc | $798,198 | $9,217,129,738 | $11,040,339,199 | $20,257,468,937 |
| 23 | Personal Capital Advisors Corporation | $163,548 | $8,558,609,158 | — | $8,558,609,158 |
| 24 | RMB Capital Management | $547,750 | $7,873,658,240 | $758,338,936 | $8,631,997,176 |
| 25 | Evercore Wealth Management, LLC | $2,623,114 | $7,504,317,190 | $55,498,541 | $7,559,815,731 |
| 26 | Fci Advisors | $694,268 | $7,490,447,883 | $1,122,635,661 | $8,613,083,544 |
| 27 | Loring, Wolcott & Coolidge Fiduciary Advisors, Llp | $2,541,179 | $7,053,569,192 | $188,790,290 | $7,242,359,482 |
| 28 | Summit Rock Advisors, Lp | $98,711,274 | $6,450,306,338 | $7,270,560,761 | $13,720,867,099 |
| 29 | The Colony Group, LLC | $707,696 | $6,263,262,872 | $1,359,335,398 | $7,622,598,270 |
| 30 | Savant Capital Management | $1,247,761 | $6,126,504,280 | — | $6,126,504,280 |
| 31 | Bartlett & Co. Wealth Management Llc | $3,059,318 | $5,926,185,183 | $112,908,026 | $6,039,093,209 |
| 32 | AE Wealth Management, LLC | $111,906 | $5,526,239,350 | — | $5,526,239,350 |
| 33 | Tolleson Private Wealth Management | $1,729,339 | $5,439,770,306 | $123,513,227 | $5,563,283,533 |
| 34 | Churchill Management Group | $322,503 | $5,360,565,990 | $139,717,551 | $5,500,283,541 |
| 35 | Pinnacle Associates, Ltd. | $1,228,377 | $5,323,786,659 | — | $5,323,786,659 |
| 36 | Athena Capital Advisors Llc | $13,573,302 | $5,212,095,781 | $610,850,661 | $5,822,946,442 |
| 37 | Brighton Jones Llc | $3,084,560 | $5,163,863,381 | $135,410,291 | $5,299,273,672 |
| 38 | Mill Creek Capital Advisors, Llc | $16,685,607 | $5,083,322,190 | $539,727,276 | $5,623,049,466 |
| 39 | Adviser Investments | $476,031 | $5,014,033,546 | — | $5,014,033,546 |
| 40 | Zacks Investment Management | $793,353 | $4,973,528,399 | — | $4,973,528,399 |
| 41 | Ferguson Wellman Capital Management, Inc. | $1,649,221 | $4,965,805,899 | — | $4,965,805,899 |
| 42 | Homrich Berg | $666,332 | $4,921,199,366 | $536,060,096 | $5,457,259,462 |
| 43 | The Bollard Group Llc | $9,098,637 | $4,876,294,015 | $64,265,899 | $4,940,559,914 |
| 44 | Wetherby Asset Management | $1,359,847 | $4,616,675,454 | $235,258,532 | $4,851,933,986 |
| 45 | Gresham Partners | $40,951,363 | $4,606,352,489 | $2,642,038,686 | $7,248,391,175 |
| 46 | Regentatlantic | $2,555,279 | $4,546,356,930 | $42,924,998 | $4,589,281,928 |
| 47 | Dowling & Yahnke, Llc | $1,017,722 | $4,467,799,832 | — | $4,467,799,832 |
| 48 | Welch & Forbes | $1,661,545 | $4,304,506,005 | $284,679,994 | $4,589,185,999 |
| 49 | Ep Wealth Advisors | $481,835 | $4,290,000,000 | $100,000,000 | $4,390,000,000 |
| 50 | Seven Post Investment Office Lp | $29,906,015 | $4,282,980,859 | $232,827,417 | $4,515,808,276 |
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.
