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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1CAMBRIDGE ASSOCIATES, LLC$352,125,750$34,514,521,032$149,000,000,000$183,000,000,000
2FISHER INVESTMENTS$1,744,458$121,000,000,000$121,000,000,000
3HALL CAPITAL PARTNERS LLC$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
4SILVERCREST ASSET MANAGEMENT GROUP LLC$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
5MONETA GROUP INVESTMENT ADVISORS, LLC$881,731$10,996,388,882$12,738,039,276$23,734,428,158
6JASPER RIDGE PARTNERS, L.P.$512,048,230$21,475,264,147$542,809,759$22,018,073,906
7BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
8TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
9COMPREHENSIVE FINANCIAL MANAGEMENT LLC$379,152,348$17,061,855,642$17,061,855,642
10MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
11SUMMIT ROCK ADVISORS, LP$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
12BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
13BOSTON PRIVATE WEALTH$978,664$12,697,123,638$618,579,481$13,315,703,119
14JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
15ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
16JORDAN PARK GROUP LLC$5,859,397$11,683,637,375$11,683,637,375
17APPLETON PARTNERS, INC.$1,790,992$11,188,326,079$11,188,326,079
18PATHSTONE$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
19FCI ADVISORS$749,954$8,747,161,548$1,116,231,613$9,863,393,161
20IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
21LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
22WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
23TAG ASSOCIATES LLC$8,051,707$277,830,000$8,071,790,000$8,349,620,000
24BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
25FIDUCIARY COUNSELLING INC$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
26SAVANT WEALTH MANAGEMENT$1,183,234$7,553,766,551$7,553,766,551
27HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
28EP WEALTH ADVISORS$523,493$6,690,000,000$240,000,000$6,930,000,000
29CV ADVISORS LLC$7,354,756$586,067,427$6,224,436,405$6,810,503,832
30BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
31MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
32CHURCHILL MANAGEMENT GROUP$366,624$6,400,581,247$151,729,837$6,552,311,084
33ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
34PINNACLE ASSOCIATES, LTD.$1,413,867$6,245,050,417$6,245,050,417
35EAST END ADVISORS, LLC$187,834,233$898,706,873$5,111,988,573$6,010,695,446
36FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.$1,888,986$5,961,638,487$5,961,638,487
37ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
38BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
39THE BOLLARD GROUP LLC$9,604,353$5,504,246,728$66,278,228$5,570,524,956
40ARLINGTON PARTNERS LLC$7,668,898$1,815,976,829$3,605,934,160$5,421,910,989
41WETHERBY ASSET MANAGEMENT$1,419,325$5,093,686,405$247,232,218$5,340,918,623
42SEVEN POST INVESTMENT OFFICE LP$31,042,731$4,908,146,689$307,032,054$5,215,178,743
43CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
44SEVEN BRIDGES ADVISORS LLC$38,154,959$2,382,435,298$2,730,329,204$5,112,764,502
45ALTAIR ADVISERS, LLC$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
46ORGEL WEALTH MANAGEMENT, LLC$650,018$5,068,194,052$5,068,194,052
47FRONTIER ASSET MANAGEMENT, LLC$1,285,224$1,450,275,997$3,586,517,089$5,036,793,086
48ROPES WEALTH ADVISORS$1,861,760$4,883,134,774$130,585,803$5,013,720,577
49GOFEN AND GLOSSBERG, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
50VALEO FINANCIAL ADVISORS, LLC$433,658$3,761,410,394$1,161,045,006$4,922,455,400
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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.