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$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
2Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
3Moneta Group Investment Advisors, LLC$917,225$13,835,686,162$13,582,014,825$27,417,700,987
4W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
5Summit Rock Advisors, Lp$113,938,334$9,650,039,882$9,947,353,638$19,597,393,520
6Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
7Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
8Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
9CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
10Pathstone Family Office, LLC$1,710,578$13,510,659,488$6,087,428,804$19,598,088,292
11Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
12Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
13East End Advisors, LLC$174,922,143$1,060,734,675$5,236,462,469$6,297,197,144
14Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
15Frontier Asset Management, LLC$1,465,682$1,583,931,504$4,763,937,378$6,347,868,882
16Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
17Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
18BPS Capital Management, Inc.$48,489,655$3,879,172,415$3,879,172,415
19Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
20Aureus Asset Management, LLC$7,481,605$1,539,447,535$3,458,264,297$4,997,711,832
21CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
22Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
23Arlington Partners LLC$6,813,442$2,315,286,033$2,999,199,006$5,314,485,039
24Retirement Benchmark, LLC$274,298$13,550,787$2,990,564,357$3,004,115,144
25Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
26Matter, LLC$14,341,236$132,663,359$2,893,337,523$3,026,000,882
27Smith Shellnut Wilson LLC$6,585,627$1,035,012,087$2,876,850,193$3,911,862,280
28Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
29First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
30BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
31Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
32Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
33Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
34Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
35Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
36Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
37Raub Brock Capital Management, Lp$434,124$676,559,612$1,951,624,384$2,628,183,996
38IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
39TCG Advisory Services, LLC$2,084,215$2,808,572,833$1,793,373,554$4,601,946,387
40Zhang Financial LLC$857,763$2,212,960,722$1,790,219,214$4,003,179,936
41Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
42GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
43FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
44Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
45Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
46SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
47Circle Wealth Management, LLC$2,724,827$1,369,426,769$1,401,722,150$2,771,148,919
48Beirne Wealth Consulting Services, LLC$1,630,959$522,498,137$1,372,676,312$1,895,174,449
49Permanens Capital L.P.$46,001,258$2,360,559,062$1,365,542,870$3,726,101,932
50Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
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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.