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
1Fisher Investments$1,744,458$120,949,000,000$120,949,000,000
2Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
3Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
4Silvercrest Asset Management Group$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
5Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
6BBR Partners$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
7Veritable Lp$5,011,173$16,895,398,816$453,282,471$17,348,681,287
8Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
9Buckingham Strategic Wealth, Llc$563,306$15,675,527,939$1,128,439,244$16,803,967,183
10Boston Private Wealth$978,664$12,697,123,638$618,579,481$13,315,703,119
11Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
12The Colony Group, Llc$769,388$9,833,557,577$1,717,266,493$11,550,824,070
13Pathstone Federal Street$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
14Evercore Wealth Management, Llc$2,981,158$9,063,713,169$133,160,171$9,196,873,340
15Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
16Rmb Capital Management$500,397$7,761,170,614$903,699,517$8,664,870,131
17WE Family Offices$109,455,964$8,537,565,208$8,537,565,208
18TAG Associates$8,051,707$277,830,000$8,071,790,000$8,349,620,000
19Allworth Financial, L.P.$317,893$7,875,238,368$220,540,554$8,095,778,922
20Fiduciary Counselling Inc$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
21Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
22Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
23Brighton Jones$3,410,072$6,700,909,908$98,773,677$6,799,683,585
24Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
25Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
26Savant Capital Management$1,273,202$6,688,128,321$6,688,128,321
27Churchill Management Group$366,624$6,400,581,247$151,729,837$6,552,311,084
28Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
29Bartlett & Co. Wealth Management Llc$3,222,043$6,385,450,149$119,854,486$6,505,304,635
30Ferguson Wellman Capital Management, Inc.$1,888,986$5,961,638,487$5,961,638,487
31Adviser Investments$546,445$5,836,032,941$5,836,032,941
32Welch & Forbes Llc$1,980,842$5,261,339,207$328,596,851$5,589,936,058
33Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
34Freestone Capital Management, Llc$1,675,018$4,752,298,724$649,633,025$5,401,931,749
35Wetherby Asset Management$1,419,325$5,093,686,405$247,232,218$5,340,918,623
36Choate Investment Advisors$2,170,810$4,485,087,563$661,903,297$5,146,990,860
37Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
38Orgel Wealth Management, Llc$650,018$5,068,194,052$5,068,194,052
39Ropes Wealth Advisors$1,861,760$4,883,134,774$130,585,803$5,013,720,577
40Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
41Valeo Financial Advisors, Llc$433,658$3,761,410,394$1,161,045,006$4,922,455,400
42Regentatlantic$2,647,628$4,851,335,814$49,424,441$4,900,760,255
43R M Davis Inc$950,770$4,841,133,150$15,399,992$4,856,533,142
44Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
45Dowling & Yahnke, Llc$1,053,535$4,730,371,019$4,730,371,019
46Evoke Wealth, Llc$2,073,272$4,414,273,162$244,367,925$4,658,641,087
47B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
48Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
49Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353
50Chilton Investment Services, Llc$4,239,616$4,468,253,000$72,376,000$4,540,629,000
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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.