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
1Hall Capital Partners Llc$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
2Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
3Moneta Group Investment Advisors, Llc$798,198$9,217,129,738$11,040,339,199$20,257,468,937
4Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
5Tag Associates Llc$7,315,577$290,910,000$7,763,540,000$8,054,450,000
6We Family Offices$101,406,847$7,402,699,857$7,402,699,857
7Summit Rock Advisors, Lp$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
8Cv Advisors Llc$8,885,262$569,328,698$5,490,419,917$6,059,748,615
9Kayne Anderson Rudnick Investment Management$645,985$17,840,299,332$4,981,721,014$22,822,020,346
10East End Advisors, Llc$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
11Pathstone$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
12Silvercrest Asset Management Group Llc$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
13Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
14Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
15Altair Advisers, Llc$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
16Seven Bridges Advisors Llc$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
17Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
18Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
19Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
20Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
21Cambridge Associates Ltd Llc$263,854,570$2,374,691,130$2,374,691,130
22Tiedemann Advisors, Llc$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
23Matter Family Office$10,289,873$89,767,901$2,338,642,008$2,428,409,909
24Emm Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
25Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
26Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
27Bbr Partners, Llc$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
28Aureus Asset Management, Llc$5,155,374$907,019,594$1,928,435,977$2,835,455,571
29Mozaic, Llc$25,199,281$1,915,145,364$1,915,145,364
30Andersen$5,668,948$1,865,084,000$1,865,084,000
31Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
32Iwp Wealth Management Llc$44,283,216$211,529,898$1,781,214,830$1,992,744,728
33Aspiriant, Llc$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
34Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
35Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
36Meristem Family Wealth$5,601,116$1,508,315,042$1,729,129,967$3,237,445,009
37Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
38Dyson Capital Advisors, Llc$42,437,390$237,278,000$1,502,655,000$1,739,933,000
39Raub Brock Capital Management, Lp$327,986$464,835,537$1,447,979,878$1,912,815,415
40Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
41Berman Capital Advisors, Llc$3,407,765$866,748,967$1,409,638,250$2,276,387,217
42Fairway Wealth Management Llc$6,249,427$3,101,913$1,371,772,032$1,374,873,945
43The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
44Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
45Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
46Windrose Advisors Llc$23,272,169$326,298,972$1,302,752,854$1,629,051,826
47Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
48Beirne Wealth Consulting Services, Llc$1,050,189$354,425,321$1,235,561,064$1,589,986,385
49The Mather Group, Llc$711,629$2,931,483,053$1,213,755,493$4,145,238,546
50Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
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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.