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 | Hall Capital Partners | $208,355,639 | $12,011,600,921 | $24,242,280,215 | $36,253,881,136 |
| 2 | Pensionmark Financial Group, Llc | $3,569,836 | $3,816,186,761 | $14,625,584,274 | $18,441,771,035 |
| 3 | Moneta Group Investment Advisors, LLC | $798,198 | $9,217,129,738 | $11,040,339,199 | $20,257,468,937 |
| 4 | Brownson, Rehmus & Foxworth, Inc. | $1,461,933 | — | $10,892,864,000 | $10,892,864,000 |
| 5 | TAG Associates | $7,315,577 | $290,910,000 | $7,763,540,000 | $8,054,450,000 |
| 6 | WE Family Offices | $101,406,847 | — | $7,402,699,857 | $7,402,699,857 |
| 7 | Summit Rock Advisors | $98,711,274 | $6,450,306,338 | $7,270,560,761 | $13,720,867,099 |
| 8 | Kayne Anderson Rudnick Investment Management | $645,985 | $17,840,299,332 | $4,981,721,014 | $22,822,020,346 |
| 9 | East End Advisors | $192,691,536 | $1,487,300,049 | $4,871,520,629 | $6,358,820,678 |
| 10 | Pathstone Federal Street | $1,024,044 | $3,734,864,641 | $4,799,514,947 | $8,534,379,588 |
| 11 | Silvercrest Asset Management Group | $15,625,811 | $14,244,613,832 | $4,787,623,832 | $19,032,237,664 |
| 12 | CV Advisors LLC | $8,792,516 | $510,355,224 | $4,554,133,977 | $5,064,489,201 |
| 13 | Finaccess Advisors | $31,711,405 | — | $4,185,905,500 | $4,185,905,500 |
| 14 | Fiduciary Counselling Inc | $3,867,596 | $2,473,741,111 | $3,277,374,544 | $5,751,115,655 |
| 15 | Altair Advisers | $6,282,980 | $1,220,299,298 | $3,184,069,923 | $4,404,369,221 |
| 16 | Seven Bridges Advisors LLC | $40,547,286 | $2,223,312,324 | $2,845,098,421 | $5,068,410,745 |
| 17 | Gresham Partners | $40,951,363 | $4,606,352,489 | $2,642,038,686 | $7,248,391,175 |
| 18 | Pacific Portfolio Consulting, LLC | $12,030,888 | $770,923,550 | $2,633,817,831 | $3,404,741,381 |
| 19 | Litman Gregory Asset Management, LLC | $3,141,880 | $1,706,901,120 | $2,562,914,417 | $4,269,815,537 |
| 20 | Brick Capital Management Inc | $101,666,667 | — | $2,440,000,000 | $2,440,000,000 |
| 21 | Cambridge Associates Ltd. LLC | $263,854,570 | — | $2,374,691,130 | $2,374,691,130 |
| 22 | Tiedemann Wealth Management | $34,203,025 | $11,574,258,492 | $2,346,372,568 | $13,920,631,060 |
| 23 | Matter Family Office | $10,289,873 | $89,767,901 | $2,338,642,008 | $2,428,409,909 |
| 24 | EMM Wealth | $17,536,439 | $26,158,037 | $2,288,651,961 | $2,314,809,998 |
| 25 | Ballentine Partners | $1,598,549 | $4,231,564,578 | $2,193,003,321 | $6,424,567,899 |
| 26 | Paul Comstock Partners | $16,548,711 | $5,975,723 | $2,178,454,129 | $2,184,429,852 |
| 27 | BBR Partners | $4,328,665 | $13,748,600,000 | $2,137,600,000 | $15,886,200,000 |
| 28 | Aureus Asset Management | $5,155,374 | $907,019,594 | $1,928,435,977 | $2,835,455,571 |
| 29 | Mozaic | $25,199,281 | — | $1,915,145,364 | $1,915,145,364 |
| 30 | Andersen Tax LLC | $5,668,948 | — | $1,865,084,000 | $1,865,084,000 |
| 31 | Joel Isaacson & Co. | $937,552 | $2,341,552,781 | $1,795,864,404 | $4,137,417,185 |
| 32 | IWP Wealth Management | $44,283,216 | $211,529,898 | $1,781,214,830 | $1,992,744,728 |
| 33 | Aspiriant, LLC | $1,346,174 | $9,903,594,000 | $1,766,385,000 | $11,669,979,000 |
| 34 | Zemenick & Walker Inc | $8,123,773 | — | $1,746,611,249 | $1,746,611,249 |
| 35 | Cardiff Park Advisors | $861,187 | $108,354,197 | $1,734,586,316 | $1,842,940,513 |
| 36 | Paratus Financial, Inc. | $648,535 | $185,704,159 | $1,504,378,841 | $1,690,083,000 |
| 37 | Dyson Capital Advisors | $42,437,390 | $237,278,000 | $1,502,655,000 | $1,739,933,000 |
| 38 | Raub Brock Capital Management, LP | $327,986 | $464,835,537 | $1,447,979,878 | $1,912,815,415 |
| 39 | Financial Clarity, Inc. | $47,919,467 | — | $1,437,584,000 | $1,437,584,000 |
| 40 | Berman Capital Advisors, LLC | $3,407,765 | $866,748,967 | $1,409,638,250 | $2,276,387,217 |
| 41 | Fairway Wealth Management LLC | $6,249,427 | $3,101,913 | $1,371,772,032 | $1,374,873,945 |
| 42 | The Colony Group, LLC | $707,696 | $6,263,262,872 | $1,359,335,398 | $7,622,598,270 |
| 43 | Wealthplan Advisors | $1,836,024 | $244,491,573 | $1,345,504,903 | $1,589,996,476 |
| 44 | Zhang Financial | $648,403 | $1,369,919,981 | $1,342,997,121 | $2,712,917,102 |
| 45 | Windrose Advisors | $23,272,169 | $326,298,972 | $1,302,752,854 | $1,629,051,826 |
| 46 | Columbia Pacific Wealth Management | $4,575,076 | $2,426,056,543 | $1,298,055,353 | $3,724,111,896 |
| 47 | Beirne Wealth Consulting Services, LLC | $1,050,189 | $354,425,321 | $1,235,561,064 | $1,589,986,385 |
| 48 | The Mather Group, Inc. | $711,629 | $2,931,483,053 | $1,213,755,493 | $4,145,238,546 |
| 49 | Rembert Pendleton Jackson | $288,009 | $67,042,002 | $1,211,142,884 | $1,278,184,886 |
| 50 | Valeo Financial Advisors | $311,683 | $2,541,458,239 | $1,209,024,570 | $3,750,482,809 |
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.
