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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Cambridge Associates, Llc$352,125,750$34,514,521,032$148,943,000,000$183,458,000,000
2Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
3Pensionmark Financial Group, Llc$3,878,404$5,296,322,993$14,789,930,449$20,086,253,442
4Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
5WE Family Offices$109,455,964$8,537,565,208$8,537,565,208
6TAG Associates$8,051,707$277,830,000$8,071,790,000$8,349,620,000
7Summit Rock Advisors$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
8Kayne Anderson Rudnick Investment Management, Llc$786,691$25,685,495,749$7,320,902,440$33,006,398,189
9Silvercrest Asset Management Group$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
10Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
11East End Advisors$187,834,233$898,706,873$5,111,988,573$6,010,695,446
12Finaccess Advisors, Llc$30,396,693$4,711,487,444$4,711,487,444
13Fiduciary Counselling Inc$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
14Portola Partners$3,062,630$4,468,377,318$4,468,377,318
15Pathstone Federal Street$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
16Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
17Frontier Asset Management, Llc$1,285,224$1,450,275,997$3,586,517,089$5,036,793,086
18Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
19Pacific Portfolio Consulting, Llc$13,498,639$918,899,914$2,847,220,311$3,766,120,225
20Matter Family Office$13,471,188$113,010,757$2,796,765,893$2,909,776,650
21Aureus Asset Management, Llc$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
22Brick Capital Management Inc$122,333,333$2,569,000,000$2,569,000,000
23Paul Comstock Partners$19,600,037$7,525,251$2,462,079,377$2,469,604,628
24Litman Gregory Asset Management, Llc$2,687,841$2,030,254,718$2,410,058,736$4,440,313,454
25BBR Partners$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
26Smith Shellnut Wilson$5,297,599$904,017,735$2,189,780,223$3,093,797,958
27Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
28Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
29Columbia Pacific Wealth Management$5,440,495$2,368,805,933$2,103,280,676$4,472,086,609
30Andersen$6,070,387$2,088,213,000$2,088,213,000
31Dyson Capital Advisors, Llc$52,455,426$390,915,000$2,074,490,000$2,465,405,000
32Zemenick & Walker Inc$9,266,984$2,029,469,485$2,029,469,485
33Camden Capital, Llc$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
34Cardiff Park Advisors$911,042$150,927,888$1,844,253,259$1,995,181,147
35Iwp Wealth Management Llc$40,630,500$188,973,019$1,842,551,958$2,031,524,977
36Gresham Partners, Llc$36,591,411$5,229,932,255$1,832,210,126$7,062,142,381
37The Colony Group, Llc$769,388$9,833,557,577$1,717,266,493$11,550,824,070
38Berman Capital Advisors, Llc$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
39Raub Brock Capital Management, Lp$403,037$643,964,575$1,644,078,373$2,288,042,948
40Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
41Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
42Zhang Financial$735,985$1,649,271,866$1,568,455,405$3,217,727,271
43Windrose Advisors Llc$22,675,166$377,273,459$1,414,064,670$1,791,338,129
44Paratus Financial, Inc.$715,332$119,950,972$1,405,137,386$1,525,088,358
45Cary Street Partners$366,266$540,327,629$1,400,513,719$1,940,841,348
46Wealthplan Advisors, Llc$1,864,303$267,337,766$1,356,470,405$1,623,808,171
47Gm Advisory Group, Inc.$1,592,282$782,374,299$1,325,806,829$2,108,181,128
48Breeds Hill Capital Llc$3,295,195$107,923,825$1,302,419,524$1,410,343,349
49Beirne Wealth Consulting Services, Llc$1,458,931$519,819,667$1,244,027,760$1,763,847,427
50Wellspring Financial Advisors, Llc$2,046,787$519,837,993$1,232,211,277$1,752,049,270
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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.