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 | CAMBRIDGE ASSOCIATES, LLC | $352,125,750 | $34,514,521,032 | $149,000,000,000 | $183,000,000,000 |
| 2 | HALL CAPITAL PARTNERS LLC | $229,833,178 | $15,427,970,540 | $26,171,834,745 | $41,599,805,285 |
| 3 | MONETA GROUP INVESTMENT ADVISORS, LLC | $881,731 | $10,996,388,882 | $12,738,039,276 | $23,734,428,158 |
| 4 | WE FAMILY OFFICES | $111,832,256 | — | $8,834,748,220 | $8,834,748,220 |
| 5 | TAG ASSOCIATES LLC | $8,051,707 | $277,830,000 | $8,071,790,000 | $8,349,620,000 |
| 6 | SUMMIT ROCK ADVISORS, LP | $103,943,704 | $7,885,247,865 | $7,914,195,146 | $15,799,443,011 |
| 7 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $19,662,808 | $18,753,815,040 | $6,316,265,175 | $25,070,080,215 |
| 8 | CV ADVISORS LLC | $7,354,756 | $586,067,427 | $6,224,436,405 | $6,810,503,832 |
| 9 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,402,150 | — | $5,570,743,864 | $5,570,743,864 |
| 10 | EAST END ADVISORS, LLC | $187,834,233 | $898,706,873 | $5,111,988,573 | $6,010,695,446 |
| 11 | FIDUCIARY COUNSELLING INC | $4,945,425 | $3,000,786,558 | $4,659,676,300 | $7,660,462,858 |
| 12 | PORTOLA PARTNERS | $3,062,630 | — | $4,468,377,318 | $4,468,377,318 |
| 13 | PATHSTONE | $1,811,205 | $6,162,652,784 | $4,088,769,023 | $10,251,421,807 |
| 14 | TIEDEMANN ADVISORS, LLC | $40,943,165 | $13,613,751,880 | $3,705,206,920 | $17,318,958,800 |
| 15 | ALTAIR ADVISERS, LLC | $7,099,548 | $1,469,326,603 | $3,628,149,212 | $5,097,475,815 |
| 16 | ARLINGTON PARTNERS LLC | $7,668,898 | $1,815,976,829 | $3,605,934,160 | $5,421,910,989 |
| 17 | FRONTIER ASSET MANAGEMENT, LLC | $1,285,224 | $1,450,275,997 | $3,586,517,089 | $5,036,793,086 |
| 18 | CAMBRIDGE ASSOCIATES LTD LLC | $222,637,701 | — | $3,339,565,520 | $3,339,565,520 |
| 19 | MOZAIC, LLC | $49,653,303 | — | $3,326,771,303 | $3,326,771,303 |
| 20 | MATTER FAMILY OFFICE | $13,471,188 | $113,010,757 | $2,796,765,893 | $2,909,776,650 |
| 21 | SEVEN BRIDGES ADVISORS LLC | $38,154,959 | $2,382,435,298 | $2,730,329,204 | $5,112,764,502 |
| 22 | AUREUS ASSET MANAGEMENT, LLC | $6,610,043 | $1,228,047,021 | $2,605,778,166 | $3,833,825,187 |
| 23 | MERISTEM FAMILY WEALTH | $5,867,836 | $1,497,847,076 | $2,445,338,626 | $3,943,185,702 |
| 24 | PAUL COMSTOCK PARTNERS | $18,977,394 | $7,525,251 | $2,383,626,385 | $2,391,151,636 |
| 25 | BALLENTINE PARTNERS | $1,812,528 | $5,558,572,633 | $2,369,424,322 | $7,927,996,955 |
| 26 | BBR PARTNERS, LLC | $4,968,583 | $15,627,400,000 | $2,259,500,000 | $17,886,900,000 |
| 27 | SMITH SHELLNUT WILSON | $5,297,599 | $904,017,735 | $2,189,780,223 | $3,093,797,958 |
| 28 | ASPIRIANT, LLC | $1,447,224 | $10,639,610,000 | $2,119,121,000 | $12,758,731,000 |
| 29 | ANDERSEN | $6,070,387 | — | $2,088,213,000 | $2,088,213,000 |
| 30 | DYSON CAPITAL ADVISORS, LLC | $52,455,426 | $390,915,000 | $2,074,490,000 | $2,465,405,000 |
| 31 | CAMDEN CAPITAL, LLC | $1,121,829 | $2,231,345,230 | $1,857,720,864 | $4,089,066,094 |
| 32 | CARDIFF PARK ADVISORS | $911,042 | $150,927,888 | $1,844,253,259 | $1,995,181,147 |
| 33 | IWP WEALTH MANAGEMENT LLC | $40,630,500 | $188,973,019 | $1,842,551,958 | $2,031,524,977 |
| 34 | GEOWEALTH MANAGEMENT LLC | $162,534 | $348,904,049 | $1,699,184,958 | $2,048,089,007 |
| 35 | BERMAN CAPITAL ADVISORS, LLC | $3,517,923 | $1,060,812,699 | $1,658,541,970 | $2,719,354,669 |
| 36 | RAUB BROCK CAPITAL MANAGEMENT, LP | $403,037 | $643,964,575 | $1,644,078,373 | $2,288,042,948 |
| 37 | FAIRWAY WEALTH MANAGEMENT LLC | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 38 | ZHANG FINANCIAL | $735,985 | $1,649,271,866 | $1,568,455,405 | $3,217,727,271 |
| 39 | SEPIO CAPITAL, LP | $2,551,995 | $2,063,987,570 | $1,462,869,086 | $3,526,856,656 |
| 40 | WINDROSE ADVISORS LLC | $22,675,166 | $377,273,459 | $1,414,064,670 | $1,791,338,129 |
| 41 | PARATUS FINANCIAL, INC. | $715,332 | $119,950,972 | $1,405,137,386 | $1,525,088,358 |
| 42 | BREEDS HILL CAPITAL LLC | $3,295,195 | $107,923,825 | $1,302,419,524 | $1,410,343,349 |
| 43 | BEIRNE WEALTH CONSULTING SERVICES, LLC | $1,458,931 | $519,819,667 | $1,244,027,760 | $1,763,847,427 |
| 44 | WELLSPRING FINANCIAL ADVISORS, LLC | $2,046,787 | $519,837,993 | $1,232,211,277 | $1,752,049,270 |
| 45 | WMS PARTNERS, LLC | $6,978,735 | $2,755,181,799 | $1,201,760,759 | $3,956,942,558 |
| 46 | VALEO FINANCIAL ADVISORS, LLC | $433,658 | $3,761,410,394 | $1,161,045,006 | $4,922,455,400 |
| 47 | SOUTHEAST ASSET ADVISORS, LLC | $2,385,658 | $1,395,821,685 | $1,147,289,782 | $2,543,111,467 |
| 48 | HERITAGE WEALTH ADVISORS | $1,924,890 | $1,144,602,421 | $1,124,843,372 | $2,269,445,793 |
| 49 | FCI ADVISORS | $749,954 | $8,747,161,548 | $1,116,231,613 | $9,863,393,161 |
| 50 | TRUMBOWER FINANCIAL ADVISORS LLC | $1,646,993 | $175,341,412 | $1,104,372,160 | $1,279,713,572 |
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.
