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 INVESTMENTS$1,744,458$121,000,000,000$121,000,000,000
2CAMBRIDGE ASSOCIATES, LLC$352,125,750$34,514,521,032$149,000,000,000$183,000,000,000
3JASPER RIDGE PARTNERS, L.P.$512,048,230$21,475,264,147$542,809,759$22,018,073,906
4SILVERCREST ASSET MANAGEMENT GROUP LLC$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
5COMPREHENSIVE FINANCIAL MANAGEMENT LLC$379,152,348$17,061,855,642$17,061,855,642
6BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
7HALL CAPITAL PARTNERS LLC$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
8MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
9BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
10TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
11JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
12BOSTON PRIVATE WEALTH$978,664$12,697,123,638$618,579,481$13,315,703,119
13JORDAN PARK GROUP LLC$5,859,397$11,683,637,375$11,683,637,375
14APPLETON PARTNERS, INC.$1,790,992$11,188,326,079$11,188,326,079
15MONETA GROUP INVESTMENT ADVISORS, LLC$881,731$10,996,388,882$12,738,039,276$23,734,428,158
16ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
17IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
18LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
19FCI ADVISORS$749,954$8,747,161,548$1,116,231,613$9,863,393,161
20SUMMIT ROCK ADVISORS, LP$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
21SAVANT WEALTH MANAGEMENT$1,183,234$7,553,766,551$7,553,766,551
22BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
23EP WEALTH ADVISORS$523,493$6,690,000,000$240,000,000$6,930,000,000
24HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
25CHURCHILL MANAGEMENT GROUP$366,624$6,400,581,247$151,729,837$6,552,311,084
26PINNACLE ASSOCIATES, LTD.$1,413,867$6,245,050,417$6,245,050,417
27MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
28PATHSTONE$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
29FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.$1,888,986$5,961,638,487$5,961,638,487
30ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
31ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
32BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
33THE BOLLARD GROUP LLC$9,604,353$5,504,246,728$66,278,228$5,570,524,956
34WETHERBY ASSET MANAGEMENT$1,419,325$5,093,686,405$247,232,218$5,340,918,623
35ORGEL WEALTH MANAGEMENT, LLC$650,018$5,068,194,052$5,068,194,052
36SEVEN POST INVESTMENT OFFICE LP$31,042,731$4,908,146,689$307,032,054$5,215,178,743
37ROPES WEALTH ADVISORS$1,861,760$4,883,134,774$130,585,803$5,013,720,577
38REGENTATLANTIC$2,647,628$4,851,335,814$49,424,441$4,900,760,255
39R M DAVIS INC$950,770$4,841,133,150$15,399,992$4,856,533,142
40DOWLING & YAHNKE, LLC$1,053,535$4,730,371,019$4,730,371,019
41GOFEN AND GLOSSBERG, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
42BALASA DINVERNO FOLTZ LLC$801,371$4,595,063,036$4,595,063,036
43BRIDGES INVESTMENT MANAGEMENT INC$2,931,027$4,564,521,962$268,741,696$4,833,263,658
44CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
45GRYPHON ADVISORS, LLC$223,937,530$4,478,750,594$4,478,750,594
46EVOKE WEALTH, LLC$2,073,272$4,414,273,162$244,367,925$4,658,641,087
47PLANCORP, LLC$702,265$4,352,496,626$186,244,015$4,538,740,641
48BECKER CAPITAL MANAGEMENT, INC.$3,336,859$4,307,884,565$4,307,884,565
49SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC$1,008,378$4,284,308,141$10,374,043$4,294,682,184
50BRADLEY FOSTER & SARGENT INC$1,273,929$4,234,983,943$3,379,252$4,238,363,195
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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 Sabrina Straub.

*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.