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
1Financial Engines Advisors$128,980$181,000,000,000$181,000,000,000
2Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
3Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
4Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
5Aperio Group$4,925,444$24,735,579,836$24,735,579,836
6Kayne Anderson Rudnick Investment Management$645,985$17,840,299,332$4,981,721,014$22,822,020,346
7Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
8Jasper Ridge Partners$500,041,890$19,288,071,368$713,604,226$20,001,675,594
9Silvercrest Asset Management Group$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
10Pensionmark Financial Group, Llc$3,569,836$3,816,186,761$14,625,584,274$18,441,771,035
11Private Advisor Group, Llc$215,573$16,466,519,857$35,630,351$16,502,150,208
12BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
13Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
14Buckingham Strategic Wealth$542,930$13,851,296,825$1,056,476,124$14,907,772,949
15Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
16Tiedemann Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
17Summit Rock Advisors$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
18Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
19Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
20Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
21Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
22Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
23Appleton Partners,Inc.$1,627,172$9,650,758,503$9,650,758,503
24Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
25RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
26FCI Advisors$694,268$7,490,447,883$1,122,635,661$8,613,083,544
27Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
28Pathstone Federal Street$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
29TAG Associates$7,315,577$290,910,000$7,763,540,000$8,054,450,000
30The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
31Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
32WE Family Offices$101,406,847$7,402,699,857$7,402,699,857
33Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
34Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,541,179$7,053,569,192$188,790,290$7,242,359,482
35Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132
36Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351
37Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
38East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
39KLS Professional Advisors Group$670,036$5,336,281,737$512,459,476$5,848,741,213
40Athena Capital Advisors$13,573,302$5,212,095,781$610,850,661$5,822,946,442
41Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
42Mill Creek Capital Advisors$16,685,607$5,083,322,190$539,727,276$5,623,049,466
43Tolleson Private Wealth Management$1,729,339$5,439,770,306$123,513,227$5,563,283,533
44AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
45Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
46Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
47Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
48Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
49Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
50Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
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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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