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