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
1Jasper Ridge Partners, L.P.$584,691,178$27,093,509,709$386,975,675$27,480,485,384
2Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
3Cambridge Associates, LLC$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
4Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
5Gryphon Advisors, LLC$261,261,954$4,963,977,124$4,963,977,124
6CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
7East End Advisors, LLC$174,922,143$1,060,734,675$5,236,462,469$6,297,197,144
8W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
9Artemis Wealth Advisors, LLC$114,842,022$1,534,855,407$187,774,925$1,722,630,332
10Summit Rock Advisors, Lp$113,938,334$9,650,039,882$9,947,353,638$19,597,393,520
11Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
12Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
13Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
14Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
15Bitterroot Capital Advisors LLC$70,699,785$42,457,419$1,018,039,359$1,060,496,778
16BPS Capital Management, Inc.$48,489,655$3,879,172,415$3,879,172,415
17Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
18Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
19Permanens Capital L.P.$46,001,258$2,360,559,062$1,365,542,870$3,726,101,932
20Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
21IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
22Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
23Seldon Capital Lp$40,996,043$204,980,216$204,980,216
24ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
25Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
26Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
27Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
28Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
29Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
30Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
31Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
32First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
33Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
34GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
35Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
36AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
37Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
38Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
39BROOKFIELD INVESTMENT PARTNERS, LLC$18,529,526$704,121,979$704,121,979
40MMBG Investment Advisors Co.$17,448,611$1,483,131,951$1,483,131,951
41Bridgecreek Investment Management, LLC$14,919,355$925,000,000$925,000,000
42IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
43Matter, LLC$14,341,236$132,663,359$2,893,337,523$3,026,000,882
44ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
45BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
46Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
47Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
48Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
49LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
50Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.