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, L.P.$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$149,000,000,000$183,000,000,000
4HALL CAPITAL PARTNERS LLC$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
5GRYPHON ADVISORS, LLC$223,937,530$4,478,750,594$4,478,750,594
6CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
7EAST END ADVISORS, LLC$187,834,233$898,706,873$5,111,988,573$6,010,695,446
8WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
9SUMMIT ROCK ADVISORS, LP$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
10PINE RIDGE ADVISERS LLC$87,790,881$1,053,490,569$1,053,490,569
11OHANA ADVISORS$79,317,747$694,985,675$256,827,285$951,812,960
12REGIS MANAGEMENT COMPANY, LLC$70,195,332$3,720,352,601$3,720,352,601
13BITTERROOT CAPITAL ADVISORS LLC$62,351,426$33,207,524$902,063,865$935,271,389
14PERMANENS CAPITAL L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
15DYSON CAPITAL ADVISORS, LLC$52,455,426$390,915,000$2,074,490,000$2,465,405,000
16MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
17QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
18TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
19IWP WEALTH MANAGEMENT LLC$40,630,500$188,973,019$1,842,551,958$2,031,524,977
20SEVEN BRIDGES ADVISORS LLC$38,154,959$2,382,435,298$2,730,329,204$5,112,764,502
21ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
22SEVEN POST INVESTMENT OFFICE LP$31,042,731$4,908,146,689$307,032,054$5,215,178,743
23TWIN FOCUS CAPITAL PARTNERS, LLC$28,049,642$2,694,396,188$194,716,894$2,889,113,082
24GALAPAGOS PARTNERS, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
25BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
26GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
27WINDROSE ADVISORS LLC$22,675,166$377,273,459$1,414,064,670$1,791,338,129
28AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
29BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
30WHARTON BUSINESS GROUP, LLC$21,127,956$2,133,871,126$211,332,005$2,345,203,131
31MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
32SILVERCREST ASSET MANAGEMENT GROUP LLC$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
33PAUL COMSTOCK PARTNERS$18,977,394$7,525,251$2,383,626,385$2,391,151,636
34BROOKFIELD INVESTMENT PARTNERS, LLC$18,529,526$704,121,979$704,121,979
35YALE CAPITAL CORP.$18,042,448$1,912,499,533$1,912,499,533
36OAKMONT CORPORATION$14,879,619$1,330,141,092$9,024,650$1,339,165,742
37MMBG INVESTMENT ADVISORS CO.$14,587,444$787,721,993$787,721,993
38BUCKHEAD CAPITAL MANAGEMENT, LLC$14,309,572$1,876,500,802$155,458,386$2,031,959,188
39ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
40FRANK, RIMERMAN ADVISORS LLC$14,266,845$1,187,475,879$210,674,927$1,398,150,806
41MATTER FAMILY OFFICE$13,471,188$113,010,757$2,796,765,893$2,909,776,650
42IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
43PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
44EAGLE BAY ADVISORS LLC$12,235,247$403,763,162$403,763,162
45FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
46LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
47BRIDGECREEK INVESTMENT MANAGEMENT, LLC$11,718,750$750,000,000$750,000,000
48WALDRON PRIVATE WEALTH$11,250,772$2,505,040,976$3,881,137$2,508,922,113
49MG FINANCIAL LLC$10,293,787$1,142,620,384$41,165,128$1,183,785,512
50TIMBER CREEK CAPITAL MANAGEMENT, LLC$10,280,952$431,800,000$431,800,000
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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.