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, L.P.$500,041,890$19,288,071,368$713,604,226$20,001,675,594
2Comprehensive Financial Management Llc$315,000,701$14,175,031,522$14,175,031,522
3Cambridge Associates Ltd Llc$263,854,570$2,374,691,130$2,374,691,130
4Hall Capital Partners Llc$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
5East End Advisors, Llc$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
6True North Management Group$157,196,299$785,981,493$785,981,493
72088 Advisory, Lp$118,557,498$118,557,498$118,557,498
8Clearmark Partners, Llc$107,870,250$431,481,000$431,481,000
9Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
10We Family Offices$101,406,847$7,402,699,857$7,402,699,857
11Summit Rock Advisors, Lp$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
12Artemis Wealth Advisors, Llc$92,228,565$683,879,346$515,092,000$1,198,971,346
13Pine Ridge Advisers Llc$71,949,209$863,390,502$863,390,502
14Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
15Qp Global Family Offices, Llc$67,457,410$337,287,052$337,287,052
16Bitterroot Capital Advisors Llc$66,400,436$118,725,746$877,280,797$996,006,543
17Permanens Capital L.P.$64,402,357$2,674,114,967$932,417,041$3,606,532,008
18Regis Management Company, Llc$64,204,047$3,402,814,484$3,402,814,484
19Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
20Heirloom Investment Management Llc$49,890,246$149,670,738$149,670,738
21Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
22Iwp Wealth Management Llc$44,283,216$211,529,898$1,781,214,830$1,992,744,728
23Dyson Capital Advisors, Llc$42,437,390$237,278,000$1,502,655,000$1,739,933,000
24Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
25Seven Bridges Advisors Llc$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
26Tiedemann Advisors, Llc$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
27Third Lake Partners, Llc$31,792,822$61,421,286$65,750,000$127,171,286
28Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
29Seven Post Investment Office Lp$29,906,015$4,282,980,859$232,827,417$4,515,808,276
30Twin Focus Capital Partners, Llc$29,073,679$2,291,092,311$180,170,403$2,471,262,714
31Hunter Lewis Llc$28,571,429$200,000,000$200,000,000
32Mozaic, Llc$25,199,281$1,915,145,364$1,915,145,364
33Windrose Advisors Llc$23,272,169$326,298,972$1,302,752,854$1,629,051,826
34Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
35Havenshare Financial, LLC$22,714,562$249,860,178$249,860,178
36Oakmont Corporation$20,085,385$783,330,016$783,330,016
37Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
38Emm Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
39Brookfield Investment Partners, Llc$17,073,427$648,790,222$648,790,222
40Mill Creek Capital Advisors, Llc$16,685,607$5,083,322,190$539,727,276$5,623,049,466
41Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
42Avivar Capital, Llc$16,285,714$228,000,000$228,000,000
43Greenline Partners$16,241,379$457,000,000$14,000,000$471,000,000
44Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
45Fitzroy Investment Advisors Llc$15,728,200$393,204,990$393,204,990
46Silvercrest Asset Management Group Llc$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
47Pennington Partners & Co., Llc$15,374,230$392,648,636$314,565,942$707,214,578
48Athena Capital Advisors Llc$13,573,302$5,212,095,781$610,850,661$5,822,946,442
49CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
50Conifer Investments Ltd$12,696,576$35,602,172$218,329,341$253,931,513
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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 2,206 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.