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$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$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
5East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
6Coyle Financial Counsel, Llc$178,000,000$178,000,000$178,000,000
7True North Management Group$157,196,299$785,981,493$785,981,493
8Casco Capital Management, LP$118,557,498$118,557,498$118,557,498
9Clearmark Partners, LLC$107,870,250$431,481,000$431,481,000
10Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
11WE Family Offices$101,406,847$7,402,699,857$7,402,699,857
12Summit Rock Advisors$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
13Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
14Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
15Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
16Qp Global Family Offices, LLC$67,457,410$337,287,052$337,287,052
17Bitterroot Capital Advisors LLC$66,400,436$118,725,746$877,280,797$996,006,543
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$44,283,216$211,529,898$1,781,214,830$1,992,744,728
23Dyson Capital Advisors$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 Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
27Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
28Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276
29Twin Focus Capital Partners$27,931,098$2,200,453,539$173,689,807$2,374,143,346
30Mozaic$25,199,281$1,915,145,364$1,915,145,364
31Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826
32Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
33Havenshare Financial, LLC$22,714,562$249,860,178$249,860,178
34Oakmont Corporation$20,085,385$783,330,016$783,330,016
35Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
36EMM Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
37Brookfield Investment Partners$17,073,427$648,790,222$648,790,222
38Mill Creek Capital Advisors$16,685,607$5,083,322,190$539,727,276$5,623,049,466
39Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
40Avivar Capital, LLC$16,285,714$228,000,000$228,000,000
41Bbr Partners, Llc$16,241,379$457,000,000$14,000,000$471,000,000
42Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
43Fitzroy Investment Advisors LLC$15,728,200$393,204,990$393,204,990
44Silvercrest Asset Management Group$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
45Pennington Partners & Co., LLC$14,463,360$350,748,636$314,565,942$665,314,578
46Athena Capital Advisors$13,573,302$5,212,095,781$610,850,661$5,822,946,442
47CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
48Conifer Investments Ltd.$12,696,576$35,602,172$218,329,341$253,931,513
49Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
50Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
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Showing 1 to 50 of 2,205 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.

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