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 | $464,981,872 | $35,006,530,738 | $204,000,000,000 | $239,000,000,000 |
| 2 | Hall Capital Partners LLC | $264,036,123 | $19,355,118,374 | $28,699,455,919 | $48,054,574,293 |
| 3 | Moneta Group Investment Advisors, LLC | $917,225 | $13,835,686,162 | $13,582,014,825 | $27,417,700,987 |
| 4 | W.E. Family Offices, LLC | $118,612,102 | — | $10,200,640,735 | $10,200,640,735 |
| 5 | Summit Rock Advisors, Lp | $113,938,334 | $9,650,039,882 | $9,947,353,638 | $19,597,393,520 |
| 6 | Oxford Financial Group, Ltd | $1,568,699 | $6,338,552,189 | $8,480,945,869 | $14,819,498,058 |
| 7 | Tag Associates LLC | $6,591,510 | $294,600,000 | $8,346,870,000 | $8,641,470,000 |
| 8 | Silvercrest Asset Management Group LLC | $22,025,802 | $20,649,758,635 | $7,168,829,885 | $27,818,588,520 |
| 9 | CV Advisors LLC | $6,815,634 | $642,536,163 | $7,018,236,944 | $7,660,773,107 |
| 10 | Pathstone Family Office, LLC | $1,710,578 | $13,510,659,488 | $6,087,428,804 | $19,598,088,292 |
| 11 | Brownson, Rehmus & Foxworth, Inc. | $2,390,783 | — | $6,024,774,223 | $6,024,774,223 |
| 12 | Fiduciary Counselling Inc | $5,669,158 | $3,436,469,348 | $5,679,536,876 | $9,116,006,224 |
| 13 | East End Advisors, LLC | $174,922,143 | $1,060,734,675 | $5,236,462,469 | $6,297,197,144 |
| 14 | Portola Partners Group LLC | $3,143,712 | — | $4,998,501,584 | $4,998,501,584 |
| 15 | Frontier Asset Management, LLC | $1,465,682 | $1,583,931,504 | $4,763,937,378 | $6,347,868,882 |
| 16 | Tiedemann Advisors, LLC | $48,206,804 | $14,005,399,924 | $4,409,599,152 | $18,414,999,076 |
| 17 | Altair Advisers, LLC | $8,053,887 | $1,855,807,452 | $4,168,499,791 | $6,024,307,243 |
| 18 | BPS Capital Management, Inc. | $48,489,655 | — | $3,879,172,415 | $3,879,172,415 |
| 19 | Seven Bridges Advisors LLC | $42,429,521 | $2,748,960,828 | $3,657,896,854 | $6,406,857,682 |
| 20 | Aureus Asset Management, LLC | $7,481,605 | $1,539,447,535 | $3,458,264,297 | $4,997,711,832 |
| 21 | CAMBRIDGE ASSOCIATES LTD LLC | $222,637,701 | — | $3,339,565,520 | $3,339,565,520 |
| 22 | Mozaic, LLC | $47,740,514 | — | $3,150,873,899 | $3,150,873,899 |
| 23 | Arlington Partners LLC | $6,813,442 | $2,315,286,033 | $2,999,199,006 | $5,314,485,039 |
| 24 | Retirement Benchmark, LLC | $274,298 | $13,550,787 | $2,990,564,357 | $3,004,115,144 |
| 25 | Meristem Family Wealth, LLC | $6,034,132 | $1,402,705,850 | $2,893,596,029 | $4,296,301,879 |
| 26 | Matter, LLC | $14,341,236 | $132,663,359 | $2,893,337,523 | $3,026,000,882 |
| 27 | Smith Shellnut Wilson LLC | $6,585,627 | $1,035,012,087 | $2,876,850,193 | $3,911,862,280 |
| 28 | Cardea Capital Group, Inc. | $26,590,918 | $103,030,733 | $2,821,970,234 | $2,925,000,967 |
| 29 | First Endowment Development Corp | $24,905,746 | $7,471,803 | $2,781,971,693 | $2,789,443,496 |
| 30 | BBR Partners, LLC | $5,596,730 | $18,071,100,000 | $2,636,800,000 | $20,707,900,000 |
| 31 | Andersen Tax LLC | $7,082,824 | — | $2,592,313,522 | $2,592,313,522 |
| 32 | Berman Capital Advisors, LLC | $2,857,293 | $871,134,735 | $2,469,041,149 | $3,340,175,884 |
| 33 | Aspiriant, LLC | $1,521,802 | $11,518,574,000 | $2,386,135,000 | $13,904,709,000 |
| 34 | Dyson Capital Advisors, LLC | $43,417,734 | $490,816,000 | $2,287,919,000 | $2,778,735,000 |
| 35 | Ballentine Partners, LLC | $1,856,062 | $6,390,275,738 | $2,283,104,268 | $8,673,380,006 |
| 36 | Cardiff Park Advisors,LLC | $1,044,254 | $52,892,344 | $2,116,022,686 | $2,168,915,030 |
| 37 | Raub Brock Capital Management, Lp | $434,124 | $676,559,612 | $1,951,624,384 | $2,628,183,996 |
| 38 | IWP Wealth Management LLC | $43,156,416 | $211,255,160 | $1,903,409,216 | $2,114,664,376 |
| 39 | TCG Advisory Services, LLC | $2,084,215 | $2,808,572,833 | $1,793,373,554 | $4,601,946,387 |
| 40 | Zhang Financial LLC | $857,763 | $2,212,960,722 | $1,790,219,214 | $4,003,179,936 |
| 41 | Windrose Advisors LLC | $23,039,521 | $469,547,106 | $1,719,207,344 | $2,188,754,450 |
| 42 | GEOWEALTH MANAGEMENT LLC | $162,534 | $348,904,049 | $1,699,184,958 | $2,048,089,007 |
| 43 | FAIRWAY WEALTH MANAGEMENT LLC | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 44 | Paratus Financial, Inc. | $474,266 | $221,642,213 | $1,585,311,161 | $1,806,953,374 |
| 45 | Valeo Financial Advisors, LLC | $494,402 | $4,869,376,855 | $1,522,253,778 | $6,391,630,633 |
| 46 | SEPIO CAPITAL, LP | $2,551,995 | $2,063,987,570 | $1,462,869,086 | $3,526,856,656 |
| 47 | Circle Wealth Management, LLC | $2,724,827 | $1,369,426,769 | $1,401,722,150 | $2,771,148,919 |
| 48 | Beirne Wealth Consulting Services, LLC | $1,630,959 | $522,498,137 | $1,372,676,312 | $1,895,174,449 |
| 49 | Permanens Capital L.P. | $46,001,258 | $2,360,559,062 | $1,365,542,870 | $3,726,101,932 |
| 50 | Breed'S Hill Capital LLC | $3,265,187 | $174,517,829 | $1,343,794,207 | $1,518,312,036 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
