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.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $151,202 | $229,000,000,000 | — | $229,000,000,000 |
| 2 | Cambridge Associates, Llc | $352,125,750 | $34,514,521,032 | $148,943,000,000 | $183,458,000,000 |
| 3 | Fisher Investments | $1,744,458 | $120,949,000,000 | — | $120,949,000,000 |
| 4 | Hall Capital Partners | $229,833,178 | $15,427,970,540 | $26,171,834,745 | $41,599,805,285 |
| 5 | Aperio Group, Llc | $5,969,688 | $34,486,886,409 | — | $34,486,886,409 |
| 6 | Chevy Chase Trust Company | $8,384,189 | $33,997,884,407 | — | $33,997,884,407 |
| 7 | Kayne Anderson Rudnick Investment Management, Llc | $786,691 | $25,685,495,749 | $7,320,902,440 | $33,006,398,189 |
| 8 | Silvercrest Asset Management Group | $19,662,808 | $18,753,815,040 | $6,316,265,175 | $25,070,080,215 |
| 9 | Jasper Ridge Partners | $512,048,230 | $21,475,264,147 | $542,809,759 | $22,018,073,906 |
| 10 | Private Advisor Group, Llc | $247,642 | $21,180,500,841 | $38,481,253 | $21,218,982,094 |
| 11 | Moneta Group Investment Advisors, LLC | $798,198 | $9,217,129,738 | $11,040,339,199 | $20,257,468,937 |
| 12 | Pensionmark Financial Group, Llc | $3,878,404 | $5,296,322,993 | $14,789,930,449 | $20,086,253,442 |
| 13 | BBR Partners | $4,968,583 | $15,627,400,000 | $2,259,500,000 | $17,886,900,000 |
| 14 | Veritable Lp | $5,011,173 | $16,895,398,816 | $453,282,471 | $17,348,681,287 |
| 15 | Comprehensive Financial Management LLC | $379,152,348 | $17,061,855,642 | — | $17,061,855,642 |
| 16 | Buckingham Strategic Wealth, Llc | $563,306 | $15,675,527,939 | $1,128,439,244 | $16,803,967,183 |
| 17 | Summit Rock Advisors | $103,943,704 | $7,885,247,865 | $7,914,195,146 | $15,799,443,011 |
| 18 | Bahl & Gaynor Inc | $6,491,643 | $14,612,296,849 | $909,221,344 | $15,521,518,193 |
| 19 | Boston Private Wealth | $978,664 | $12,697,123,638 | $618,579,481 | $13,315,703,119 |
| 20 | Aspiriant, LLC | $1,447,224 | $10,639,610,000 | $2,119,121,000 | $12,758,731,000 |
| 21 | Personal Capital Advisors Corporation | $195,558 | $12,240,728,055 | — | $12,240,728,055 |
| 22 | The Colony Group, Llc | $769,388 | $9,833,557,577 | $1,717,266,493 | $11,550,824,070 |
| 23 | Pathstone Federal Street | $1,811,205 | $6,162,652,784 | $4,088,769,023 | $10,251,421,807 |
| 24 | FCI Advisors | $749,954 | $8,747,161,548 | $1,116,231,613 | $9,863,393,161 |
| 25 | Evercore Wealth Management, Llc | $2,981,158 | $9,063,713,169 | $133,160,171 | $9,196,873,340 |
| 26 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | $3,107,105 | $8,953,449,315 | $63,370,750 | $9,016,820,065 |
| 27 | Rmb Capital Management | $500,397 | $7,761,170,614 | $903,699,517 | $8,664,870,131 |
| 28 | Ae Wealth Management, Llc | $115,541 | $8,583,746,349 | — | $8,583,746,349 |
| 29 | WE Family Offices | $109,455,964 | — | $8,537,565,208 | $8,537,565,208 |
| 30 | TAG Associates | $8,051,707 | $277,830,000 | $8,071,790,000 | $8,349,620,000 |
| 31 | Allworth Financial, L.P. | $317,893 | $7,875,238,368 | $220,540,554 | $8,095,778,922 |
| 32 | Fiduciary Counselling Inc | $4,945,425 | $3,000,786,558 | $4,659,676,300 | $7,660,462,858 |
| 33 | Gresham Partners, Llc | $36,591,411 | $5,229,932,255 | $1,832,210,126 | $7,062,142,381 |
| 34 | Homrich Berg | $797,220 | $6,441,699,297 | $543,543,888 | $6,985,243,185 |
| 35 | Homrich Berg | $797,220 | $6,441,699,297 | $543,543,888 | $6,985,243,185 |
| 36 | Brighton Jones | $3,410,072 | $6,700,909,908 | $98,773,677 | $6,799,683,585 |
| 37 | Mill Creek Capital Advisors | $20,027,881 | $6,169,291,096 | $560,076,987 | $6,729,368,083 |
| 38 | Mill Creek Capital Advisors, Llc | $20,027,881 | $6,169,291,096 | $560,076,987 | $6,729,368,083 |
| 39 | Savant Capital Management | $1,273,202 | $6,688,128,321 | — | $6,688,128,321 |
| 40 | Tolleson Private Wealth Management | $1,971,723 | $6,511,118,553 | $119,786,344 | $6,630,904,897 |
| 41 | Churchill Management Group | $366,624 | $6,400,581,247 | $151,729,837 | $6,552,311,084 |
| 42 | Cresset Asset Management, Llc | $2,919,963 | $6,273,429,220 | $243,928,858 | $6,517,358,078 |
| 43 | Bartlett & Co. Wealth Management Llc | $3,222,043 | $6,385,450,149 | $119,854,486 | $6,505,304,635 |
| 44 | Pinnacle Associates, Ltd. | $1,413,867 | $6,245,050,417 | — | $6,245,050,417 |
| 45 | East End Advisors | $187,834,233 | $898,706,873 | $5,111,988,573 | $6,010,695,446 |
| 46 | Ferguson Wellman Capital Management, Inc. | $1,888,986 | $5,961,638,487 | — | $5,961,638,487 |
| 47 | Adviser Investments | $546,445 | $5,836,032,941 | — | $5,836,032,941 |
| 48 | Welch & Forbes Llc | $1,980,842 | $5,261,339,207 | $328,596,851 | $5,589,936,058 |
| 49 | Brownson, Rehmus & Foxworth, Inc. | $1,402,150 | — | $5,570,743,864 | $5,570,743,864 |
| 50 | Freestone Capital Management, Llc | $1,675,018 | $4,752,298,724 | $649,633,025 | $5,401,931,749 |
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.
