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