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 | Hall Capital Partners | $214,070,262 | $10,615,011,545 | $25,776,932,986 | $36,391,944,531 |
| 2 | Moneta Group Investment Advisors, LLC | $790,537 | $6,855,278,868 | $11,657,505,213 | $18,512,784,081 |
| 3 | Brownson, Rehmus & Foxworth, Inc. | $24,071,544 | $0 | $11,241,411,000 | $11,241,411,000 |
| 4 | TAG Associates | $7,311,887 | $344,510,000 | $8,334,700,000 | $8,679,210,000 |
| 5 | WE Family Offices | $103,439,759 | $0 | $7,344,222,913 | $7,344,222,913 |
| 6 | Summit Rock Advisors | $104,506,352 | $6,421,259,471 | $6,955,553,518 | $13,376,812,989 |
| 7 | East End Advisors | $208,658,618 | $1,011,222,663 | $5,457,194,499 | $6,468,417,162 |
| 8 | Pathstone Federal Street | $1,773,216 | $3,195,256,339 | $5,353,417,264 | $8,548,673,603 |
| 9 | Shepherd Kaplan LLC | $4,939,681 | $861,590,624 | $5,347,587,805 | $6,209,178,429 |
| 10 | Silvercrest Asset Management Group | $17,506,326 | $15,998,057,503 | $5,342,153,380 | $21,340,210,883 |
| 11 | CV Advisors LLC | $9,892,218 | $559,511,439 | $5,049,375,981 | $5,608,887,420 |
| 12 | Kayne Anderson Rudnick Investment Management | $777,847 | $18,856,313,984 | $5,022,807,092 | $23,879,121,076 |
| 13 | Finaccess Advisors | $36,574,400 | $0 | $4,388,928,000 | $4,388,928,000 |
| 14 | Altair Advisers | $7,098,112 | $1,194,944,857 | $3,333,650,735 | $4,528,595,592 |
| 15 | Litman Gregory Asset Management, LLC | $3,937,555 | $1,735,457,677 | $3,269,175,142 | $5,004,632,819 |
| 16 | Pacific Portfolio Consulting, LLC | $12,893,461 | $815,561,533 | $2,833,287,983 | $3,648,849,516 |
| 17 | Gresham Partners | $42,031,046 | $4,208,007,534 | $2,727,115,111 | $6,935,122,645 |
| 18 | Fiduciary Counselling Inc | $3,805,711 | $2,871,083,743 | $2,692,866,043 | $5,563,949,786 |
| 19 | Ballentine Partners | $1,665,070 | $4,060,365,585 | $2,638,209,538 | $6,698,575,123 |
| 20 | Seven Bridges Advisors LLC | $37,312,256 | $2,295,813,217 | $2,629,404,593 | $4,925,217,810 |
| 21 | EMM Wealth | $21,122,079 | $18,416,874 | $2,579,598,867 | $2,598,015,741 |
| 22 | Matter Family Office | $10,833,408 | $0 | $2,578,351,209 | $2,578,351,209 |
| 23 | Tiedemann Wealth Management | $27,215,939 | $9,778,918,356 | $2,522,686,287 | $12,301,604,643 |
| 24 | Brick Capital Management Inc | $100,424,000 | $0 | $2,510,600,000 | $2,510,600,000 |
| 25 | Paul Comstock Partners | $16,387,529 | $3,375,400 | $2,225,328,477 | $2,228,703,877 |
| 26 | Andersen Tax LLC | $7,032,960 | $0 | $2,116,921,000 | $2,116,921,000 |
| 27 | BBR Partners | $4,437,250 | $12,214,800,000 | $1,984,400,000 | $14,199,200,000 |
| 28 | Mozaic | $24,955,906 | $0 | $1,896,648,870 | $1,896,648,870 |
| 29 | Zemenick & Walker Inc | $8,794,545 | $0 | $1,794,087,238 | $1,794,087,238 |
| 30 | Cardiff Park Advisors | $895,420 | $0 | $1,737,114,597 | $1,737,114,597 |
| 31 | Joel Isaacson & Co. | $1,022,987 | $2,133,386,803 | $1,723,272,482 | $3,856,659,285 |
| 32 | Cambridge Associates Ltd. LLC | $425,238,915 | $0 | $1,700,955,660 | $1,700,955,660 |
| 33 | IWP Wealth Management | $44,741,082 | $71,408,011 | $1,584,012,027 | $1,655,420,038 |
| 34 | Aspiriant, LLC | $1,438,094 | $10,658,668,000 | $1,555,064,000 | $12,213,732,000 |
| 35 | HPM Partners LLC | $5,165,693 | $5,896,714,552 | $1,536,718,166 | $7,433,432,718 |
| 36 | Miller Investment Management, LP | $12,641,139 | $1,475,363,901 | $1,507,944,968 | $2,983,308,869 |
| 37 | Zhang Financial | $692,813 | $1,289,331,374 | $1,493,696,709 | $2,783,028,083 |
| 38 | Dyson Capital Advisors | $45,968,514 | $236,609,000 | $1,464,226,000 | $1,700,835,000 |
| 39 | Financial Clarity, Inc. | $47,063,613 | $0 | $1,458,972,000 | $1,458,972,000 |
| 40 | Northeast Financial Consultants, Inc | $1,550,329 | $1,477,334,039 | $1,441,934,927 | $2,919,268,966 |
| 41 | Beirne Wealth Consulting Services, LLC | $710,140 | $890,427,128 | $1,404,745,814 | $2,295,172,942 |
| 42 | Aureus Asset Management | $5,545,545 | $914,869,800 | $1,403,168,083 | $2,318,037,883 |
| 43 | Windrose Advisors | $32,472,798 | $310,960,901 | $1,377,624,578 | $1,688,585,479 |
| 44 | Fairway Wealth Management LLC | $6,949,042 | $1,616,732 | $1,332,599,276 | $1,334,216,008 |
| 45 | Rembert Pendleton Jackson | $310,580 | $20,315,222 | $1,307,104,670 | $1,327,419,892 |
| 46 | Delegate Advisors, LLC | $2,423,570 | $123,700,718 | $1,301,358,630 | $1,425,059,348 |
| 47 | Paratus Financial, Inc. | $567,158 | $185,704,159 | $1,292,309,541 | $1,478,013,700 |
| 48 | Columbia Pacific Wealth Management | $4,654,508 | $2,209,590,953 | $1,290,599,043 | $3,500,189,996 |
| 49 | Berman Capital Advisors, LLC | $3,948,741 | $880,083,781 | $1,279,877,334 | $2,159,961,115 |
| 50 | Scharf Investments, LLC | $2,432,449 | $3,716,008,245 | $1,277,809,195 | $4,993,817,440 |
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.
