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
1Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
2Cambridge Associates, LLC$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
3Jasper Ridge Partners, L.P.$584,691,178$27,093,509,709$386,975,675$27,480,485,384
4Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
5Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
6Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
7BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
8Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
9Bahl & Gaynor Inc$6,659,471$15,554,274,987$854,661,578$16,408,936,565
10Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
11MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
12Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
13Moneta Group Investment Advisors, LLC$917,225$13,835,686,162$13,582,014,825$27,417,700,987
14Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
15Pathstone Family Office, LLC$1,710,578$13,510,659,488$6,087,428,804$19,598,088,292
16Appleton Partners, Inc.$1,904,115$12,431,966,957$12,431,966,957
17Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
18Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
19Financial Counselors Inc$975,405$11,314,380,325$1,089,840,960$12,404,221,285
20IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
21EP Wealth Advisors, LLC.$540,131$10,911,000,000$314,000,000$11,225,000,000
22Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
23Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
24Summit Rock Advisors, Lp$113,938,334$9,650,039,882$9,947,353,638$19,597,393,520
25Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
26Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
27Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
28Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
29Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
30Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
31Ferguson Wellman Capital Management, Inc.$2,051,730$6,854,828,294$6,854,828,294
32Pinnacle Associates, Ltd.$1,446,083$6,657,766,030$6,657,766,030
33Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
34Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
35Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
36Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
37Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
38Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
39The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
40Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
41Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
42ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
43Orgel Wealth Management, LLC$689,258$5,618,834,000$5,618,834,000
44R M Davis Inc$1,011,757$5,375,264,842$5,260,366$5,380,525,208
45Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
46Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
47The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
48Regentatlantic Capital, LLC$2,552,638$5,103,473,534$52,855,748$5,156,329,282
49Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
50Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
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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 Carline Murphy.

*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.