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