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 | $128,980 | $181,000,000,000 | — | $181,000,000,000 |
| 2 | Fisher Investments | $1,638,710 | $94,107,835,606 | — | $94,107,835,606 |
| 3 | Hall Capital Partners | $208,355,639 | $12,011,600,921 | $24,242,280,215 | $36,253,881,136 |
| 4 | Chevy Chase Trust Company | $7,193,129 | $27,686,353,937 | — | $27,686,353,937 |
| 5 | Aperio Group | $4,925,444 | $24,735,579,836 | — | $24,735,579,836 |
| 6 | Kayne Anderson Rudnick Investment Management | $645,985 | $17,840,299,332 | $4,981,721,014 | $22,822,020,346 |
| 7 | Moneta Group Investment Advisors, LLC | $798,198 | $9,217,129,738 | $11,040,339,199 | $20,257,468,937 |
| 8 | Jasper Ridge Partners | $500,041,890 | $19,288,071,368 | $713,604,226 | $20,001,675,594 |
| 9 | Silvercrest Asset Management Group | $15,625,811 | $14,244,613,832 | $4,787,623,832 | $19,032,237,664 |
| 10 | Pensionmark Financial Group, Llc | $3,569,836 | $3,816,186,761 | $14,625,584,274 | $18,441,771,035 |
| 11 | Private Advisor Group, Llc | $215,573 | $16,466,519,857 | $35,630,351 | $16,502,150,208 |
| 12 | BBR Partners | $4,328,665 | $13,748,600,000 | $2,137,600,000 | $15,886,200,000 |
| 13 | Veritable LP | $4,796,223 | $14,676,083,440 | $345,686,766 | $15,021,770,206 |
| 14 | Buckingham Strategic Wealth | $542,930 | $13,851,296,825 | $1,056,476,124 | $14,907,772,949 |
| 15 | Comprehensive Financial Management LLC | $315,000,701 | $14,175,031,522 | — | $14,175,031,522 |
| 16 | Tiedemann Wealth Management | $34,203,025 | $11,574,258,492 | $2,346,372,568 | $13,920,631,060 |
| 17 | Summit Rock Advisors | $98,711,274 | $6,450,306,338 | $7,270,560,761 | $13,720,867,099 |
| 18 | Aspiriant, LLC | $1,346,174 | $9,903,594,000 | $1,766,385,000 | $11,669,979,000 |
| 19 | Bahl & Gaynor Inc | $5,212,361 | $10,744,276,732 | $780,254,530 | $11,524,531,262 |
| 20 | Brownson, Rehmus & Foxworth, Inc. | $1,461,933 | — | $10,892,864,000 | $10,892,864,000 |
| 21 | Mercer Global Advisors Inc. | $372,273 | $10,323,500,129 | $363,717,228 | $10,687,217,357 |
| 22 | Johnson Investment Counsel, Inc. | $969,115 | $10,661,232,987 | — | $10,661,232,987 |
| 23 | Appleton Partners,Inc. | $1,627,172 | $9,650,758,503 | — | $9,650,758,503 |
| 24 | Jordan Park Group LLC | $7,915,729 | $9,237,655,510 | — | $9,237,655,510 |
| 25 | RMB Capital Management | $547,750 | $7,873,658,240 | $758,338,936 | $8,631,997,176 |
| 26 | FCI Advisors | $694,268 | $7,490,447,883 | $1,122,635,661 | $8,613,083,544 |
| 27 | Personal Capital Advisors Corporation | $163,548 | $8,558,609,158 | — | $8,558,609,158 |
| 28 | Pathstone Federal Street | $1,024,044 | $3,734,864,641 | $4,799,514,947 | $8,534,379,588 |
| 29 | TAG Associates | $7,315,577 | $290,910,000 | $7,763,540,000 | $8,054,450,000 |
| 30 | The Colony Group, LLC | $707,696 | $6,263,262,872 | $1,359,335,398 | $7,622,598,270 |
| 31 | Evercore Wealth Management, LLC | $2,623,114 | $7,504,317,190 | $55,498,541 | $7,559,815,731 |
| 32 | WE Family Offices | $101,406,847 | — | $7,402,699,857 | $7,402,699,857 |
| 33 | Gresham Partners | $40,951,363 | $4,606,352,489 | $2,642,038,686 | $7,248,391,175 |
| 34 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | $2,541,179 | $7,053,569,192 | $188,790,290 | $7,242,359,482 |
| 35 | Schlindwein Associates Llc | $1,758,875 | $6,828,957,938 | $160,810,194 | $6,989,768,132 |
| 36 | Boston Private Wealth | $1,287,292 | $6,405,786,760 | $383,389,591 | $6,789,176,351 |
| 37 | Ballentine Partners | $1,598,549 | $4,231,564,578 | $2,193,003,321 | $6,424,567,899 |
| 38 | East End Advisors | $192,691,536 | $1,487,300,049 | $4,871,520,629 | $6,358,820,678 |
| 39 | KLS Professional Advisors Group | $670,036 | $5,336,281,737 | $512,459,476 | $5,848,741,213 |
| 40 | Athena Capital Advisors | $13,573,302 | $5,212,095,781 | $610,850,661 | $5,822,946,442 |
| 41 | Fiduciary Counselling Inc | $3,867,596 | $2,473,741,111 | $3,277,374,544 | $5,751,115,655 |
| 42 | Mill Creek Capital Advisors | $16,685,607 | $5,083,322,190 | $539,727,276 | $5,623,049,466 |
| 43 | Tolleson Private Wealth Management | $1,729,339 | $5,439,770,306 | $123,513,227 | $5,563,283,533 |
| 44 | AE Wealth Management, LLC | $111,906 | $5,526,239,350 | — | $5,526,239,350 |
| 45 | Churchill Management Group | $322,503 | $5,360,565,990 | $139,717,551 | $5,500,283,541 |
| 46 | Homrich Berg | $666,332 | $4,921,199,366 | $536,060,096 | $5,457,259,462 |
| 47 | Savant Capital Management | $1,114,254 | $5,382,962,097 | — | $5,382,962,097 |
| 48 | Pinnacle Associates, Ltd.. | $1,228,377 | $5,323,786,659 | — | $5,323,786,659 |
| 49 | Brighton Jones | $3,084,560 | $5,163,863,381 | $135,410,291 | $5,299,273,672 |
| 50 | Seven Bridges Advisors LLC | $40,547,286 | $2,223,312,324 | $2,845,098,421 | $5,068,410,745 |
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.
