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