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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Jasper Ridge Partners$512,048,230$21,475,264,147$542,809,759$22,018,073,906
2Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
3Cambridge Associates, Llc$352,125,750$34,514,521,032$148,943,000,000$183,458,000,000
4Raamps, Llc$350,000,000$350,000,000$350,000,000
5Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
6East End Advisors$187,834,233$898,706,873$5,111,988,573$6,010,695,446
7True North Management Group, Llc$126,183,714$757,102,281$757,102,281
8Brick Capital Management Inc$122,333,333$2,569,000,000$2,569,000,000
92088 Advisory, Lp$118,557,498$118,557,498$118,557,498
10Heirloom Investment Management Llc$115,882,891$115,882,891$115,882,891
11WE Family Offices$109,455,964$8,537,565,208$8,537,565,208
12Clearmark Partners, Llc$107,870,250$431,481,000$431,481,000
13Summit Rock Advisors$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
14Hunter Lewis Llc$102,350,235$204,700,470$204,700,470
15Pine Ridge Advisers Llc$87,790,881$1,053,490,569$1,053,490,569
16Ohana Advisors$79,317,747$694,985,675$256,827,285$951,812,960
17Bitterroot Capital Advisors Llc$62,351,426$33,207,524$902,063,865$935,271,389
18Permanens Capital L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
19Dyson Capital Advisors, Llc$52,455,426$390,915,000$2,074,490,000$2,465,405,000
20Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
21Qp Global Family Offices, Llc$48,143,403$577,720,838$577,720,838
22Iwp Wealth Management Llc$40,630,500$188,973,019$1,842,551,958$2,031,524,977
23Gresham Partners, Llc$36,591,411$5,229,932,255$1,832,210,126$7,062,142,381
24Aston Capital Management$35,957,045$95,690,038$263,880,409$359,570,447
25Havenshare Financial, Llc$31,467,958$440,551,414$440,551,414
26Seven Post Investment Office Lp$31,042,731$4,908,146,689$307,032,054$5,215,178,743
27Finaccess Advisors, Llc$30,396,693$4,711,487,444$4,711,487,444
28Twin Focus Capital Partners, Llc$28,049,642$2,694,396,188$194,716,894$2,889,113,082
29Galapagos Partners, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
30Battery Global Advisors, Llc$26,567,568$997,100,000$968,900,000$1,966,000,000
31Greenline Partners$22,775,000$616,000,000$295,000,000$911,000,000
32Windrose Advisors Llc$22,675,166$377,273,459$1,414,064,670$1,791,338,129
33Affiliated Private Investors Llc$22,421,314$672,639,433$672,639,433
34Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
35Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
36Silvercrest Asset Management Group$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
37Paul Comstock Partners$19,600,037$7,525,251$2,462,079,377$2,469,604,628
38Alaska Permanent Capital Management Co$18,789,536$2,919,730,797$49,015,909$2,968,746,706
39Brookfield Investment Partners, Llc$18,529,526$704,121,979$704,121,979
40Yale Capital Corp.$18,042,448$1,912,499,533$1,912,499,533
41Mmbg Investment Advisors Co.$14,587,444$787,721,993$787,721,993
42Buckhead Capital Management, Llc$14,309,572$1,876,500,802$155,458,386$2,031,959,188
43Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
44Pacific Portfolio Consulting, Llc$13,498,639$918,899,914$2,847,220,311$3,766,120,225
45Matter Family Office$13,471,188$113,010,757$2,796,765,893$2,909,776,650
46Avivar Capital, Llc$13,088,235$222,500,000$222,500,000
47Paragon Advisors, Inc.$12,772,973$577,600,000$367,600,000$945,200,000
48Eagle Bay Advisors Llc$12,235,247$403,763,162$403,763,162
49Fitzroy Investment Advisors Llc$11,959,212$442,490,860$442,490,860
50Lega Z Advisory Llc$11,783,677$266,830,327$51,328,960$318,159,287
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Showing 1 to 50 of 2,336 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 2,206 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.