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
2Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
3Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
4Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
5Jasper Ridge Partners, L.P.$584,691,178$27,093,509,709$386,975,675$27,480,485,384
6Moneta Group Investment Advisors, LLC$917,225$13,835,686,162$13,582,014,825$27,417,700,987
7Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
8BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
9Pathstone Family Office, LLC$1,710,578$13,510,659,488$6,087,428,804$19,598,088,292
10Summit Rock Advisors, Lp$113,938,334$9,650,039,882$9,947,353,638$19,597,393,520
11Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
12Bahl & Gaynor Inc$6,659,471$15,554,274,987$854,661,578$16,408,936,565
13MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
14Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
15Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
16Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
17Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
18Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
19Appleton Partners, Inc.$1,904,115$12,431,966,957$12,431,966,957
20Financial Counselors Inc$975,405$11,314,380,325$1,089,840,960$12,404,221,285
21Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
22IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
23EP Wealth Advisors, LLC.$540,131$10,911,000,000$314,000,000$11,225,000,000
24Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
25Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
26W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
27Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
28Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
29Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
30Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
31Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
32Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
33Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
34Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
35Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
36CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
37Ferguson Wellman Capital Management, Inc.$2,051,730$6,854,828,294$6,854,828,294
38Pinnacle Associates, Ltd.$1,446,083$6,657,766,030$6,657,766,030
39Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
40Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
41Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
42Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
43Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
44Frontier Asset Management, LLC$1,465,682$1,583,931,504$4,763,937,378$6,347,868,882
45Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
46East End Advisors, LLC$174,922,143$1,060,734,675$5,236,462,469$6,297,197,144
47ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
48The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
49Seven Post Investment Office Lp$33,886,577$5,738,045,761$327,651,526$6,065,697,287
50Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
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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.