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
1Financial Engines Advisors L.L.C.$151,202$229,000,000,000$229,000,000,000
2Fisher Investments$1,744,458$120,949,000,000$120,949,000,000
3Cambridge Associates, Llc$352,125,750$34,514,521,032$148,943,000,000$183,458,000,000
4Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
5Chevy Chase Trust Company$8,384,189$33,997,884,407$33,997,884,407
6Kayne Anderson Rudnick Investment Management, Llc$786,691$25,685,495,749$7,320,902,440$33,006,398,189
7Jasper Ridge Partners$512,048,230$21,475,264,147$542,809,759$22,018,073,906
8Private Advisor Group, Llc$247,642$21,180,500,841$38,481,253$21,218,982,094
9Silvercrest Asset Management Group$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
10Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
11Veritable Lp$5,011,173$16,895,398,816$453,282,471$17,348,681,287
12Buckingham Strategic Wealth, Llc$563,306$15,675,527,939$1,128,439,244$16,803,967,183
13BBR Partners$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
14Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
15Bahl & Gaynor Inc$6,491,643$14,612,296,849$909,221,344$15,521,518,193
16Boston Private Wealth$978,664$12,697,123,638$618,579,481$13,315,703,119
17Personal Capital Advisors Corporation$195,558$12,240,728,055$12,240,728,055
18Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
19The Colony Group, Llc$769,388$9,833,557,577$1,717,266,493$11,550,824,070
20Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
21Evercore Wealth Management, Llc$2,981,158$9,063,713,169$133,160,171$9,196,873,340
22Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
23FCI Advisors$749,954$8,747,161,548$1,116,231,613$9,863,393,161
24Ae Wealth Management, Llc$115,541$8,583,746,349$8,583,746,349
25Summit Rock Advisors$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
26Allworth Financial, L.P.$317,893$7,875,238,368$220,540,554$8,095,778,922
27Rmb Capital Management$500,397$7,761,170,614$903,699,517$8,664,870,131
28Brighton Jones$3,410,072$6,700,909,908$98,773,677$6,799,683,585
29Savant Capital Management$1,273,202$6,688,128,321$6,688,128,321
30Tolleson Private Wealth Management$1,971,723$6,511,118,553$119,786,344$6,630,904,897
31Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
32Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
33Churchill Management Group$366,624$6,400,581,247$151,729,837$6,552,311,084
34Bartlett & Co. Wealth Management Llc$3,222,043$6,385,450,149$119,854,486$6,505,304,635
35Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
36Pinnacle Associates, Ltd.$1,413,867$6,245,050,417$6,245,050,417
37Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
38Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
39Pathstone Federal Street$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
40Ferguson Wellman Capital Management, Inc.$1,888,986$5,961,638,487$5,961,638,487
41Adviser Investments$546,445$5,836,032,941$5,836,032,941
42Pensionmark Financial Group, Llc$3,878,404$5,296,322,993$14,789,930,449$20,086,253,442
43Welch & Forbes Llc$1,980,842$5,261,339,207$328,596,851$5,589,936,058
44Gresham Partners, Llc$36,591,411$5,229,932,255$1,832,210,126$7,062,142,381
45Wetherby Asset Management$1,419,325$5,093,686,405$247,232,218$5,340,918,623
46Orgel Wealth Management, Llc$650,018$5,068,194,052$5,068,194,052
47Zacks Investment Management, Inc.$793,353$4,973,528,399$4,973,528,399
48Seven Post Investment Office Lp$31,042,731$4,908,146,689$307,032,054$5,215,178,743
49Ropes Wealth Advisors$1,861,760$4,883,134,774$130,585,803$5,013,720,577
50Regentatlantic$2,647,628$4,851,335,814$49,424,441$4,900,760,255
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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.