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
1Jasper Ridge Partners$448,164,428$17,715,432,511$659,309,016$18,374,741,527
2Cambridge Associates Ltd. LLC$425,238,915$0$1,700,955,660$1,700,955,660
3Comprehensive Financial Management LLC$354,016,513$15,222,710,047$0$15,222,710,047
4Hall Capital Partners$214,070,262$10,615,011,545$25,776,932,986$36,391,944,531
5East End Advisors$208,658,618$1,011,222,663$5,457,194,499$6,468,417,162
6True North Management Group$124,932,080$999,456,643$0$999,456,643
7Casco Capital Management, LP$105,087,134$105,087,134$0$105,087,134
8Summit Rock Advisors$104,506,352$6,421,259,471$6,955,553,518$13,376,812,989
9WE Family Offices$103,439,759$0$7,344,222,913$7,344,222,913
10Brick Capital Management Inc$100,424,000$0$2,510,600,000$2,510,600,000
11Qp Global Family Offices, LLC$83,377,851$0$250,133,554$250,133,554
12Clearmark Partners, LLC$81,266,667$487,600,000$0$487,600,000
13Pine Ridge Advisers LLC$72,919,486$875,033,826$0$875,033,826
14Bitterroot Capital Advisors LLC$72,207,600$107,235,454$975,878,550$1,083,114,004
15Ohana Advisors$71,756,356$64,536,390$724,783,529$789,319,919
16Regis Management Company, LLC$62,923,453$3,649,560,290$0$3,649,560,290
17Artemis Wealth Advisors$54,929,770$550,628,551$273,318,000$823,946,551
18Financial Clarity, Inc.$47,063,613$0$1,458,972,000$1,458,972,000
19Dyson Capital Advisors$45,968,514$236,609,000$1,464,226,000$1,700,835,000
20IWP Wealth Management$44,741,082$71,408,011$1,584,012,027$1,655,420,038
21Gresham Partners$42,031,046$4,208,007,534$2,727,115,111$6,935,122,645
22Aston Capital Management$38,333,333$30,000,000$200,000,000$230,000,000
23Seven Bridges Advisors LLC$37,312,256$2,295,813,217$2,629,404,593$4,925,217,810
24Heirloom Investment Management LLC$36,835,782$110,507,347$0$110,507,347
25Finaccess Advisors$36,574,400$0$4,388,928,000$4,388,928,000
26Windrose Advisors$32,472,798$310,960,901$1,377,624,578$1,688,585,479
27Twin Focus Capital Partners$29,986,274$2,315,230,109$173,630,618$2,488,860,727
28Tiedemann Wealth Management$27,215,939$9,778,918,356$2,522,686,287$12,301,604,643
29Mozaic$24,955,906$0$1,896,648,870$1,896,648,870
30Signature Family Wealth Advisors$24,744,924$4,404,596,410$0$4,404,596,410
31Galapagos Partners, L.P.$24,078,420$258,358,150$391,759,182$650,117,332
32Brownson, Rehmus & Foxworth, Inc.$24,071,544$0$11,241,411,000$11,241,411,000
33Havenshare Financial, LLC$23,845,816$0$262,303,971$262,303,971
34Martha'S Vineyard Investment Advisors, LLC$23,692,956$142,157,737$0$142,157,737
35Oakmont Corporation$22,760,154$864,885,864$0$864,885,864
36Avivar Capital, LLC$21,928,571$0$153,500,000$153,500,000
37LGL Partners, LLC$21,560,431$601,293,144$519,849,257$1,121,142,401
38EMM Wealth$21,122,079$18,416,874$2,579,598,867$2,598,015,741
39Brookfield Investment Partners$20,723,529$663,152,928$0$663,152,928
40Compass Financial Planning, LLC$18,798,633$1,101,836$111,689,963$112,791,799
41Alaska Permanent Capital Management Co$17,840,435$2,177,391,520$106,184,167$2,283,575,687
42Mill Creek Capital Advisors$17,569,370$5,186,942,009$610,950,114$5,797,892,123
43Silvercrest Asset Management Group$17,506,326$15,998,057,503$5,342,153,380$21,340,210,883
44Paul Comstock Partners$16,387,529$3,375,400$2,225,328,477$2,228,703,877
45Yale Capital Corp.$15,680,809$1,677,846,566$0$1,677,846,566
46Via Global Advisors LLC$15,223,684$67,852,659$404,081,538$471,934,197
47Seven Post Investment Office$14,556,069$4,435,399,066$237,098,935$4,672,498,001
48CCG Asset Management, LLC$13,943,431$697,171,554$0$697,171,554
49Conifer Investments Ltd.$13,923,151$40,435,038$238,027,979$278,463,017
50Pacific Portfolio Consulting, LLC$12,893,461$815,561,533$2,833,287,983$3,648,849,516
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Showing 1 to 50 of 2,314 entries

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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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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