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$121,000,000,000$121,000,000,000
2SILVERCREST ASSET MANAGEMENT GROUP LLC$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
3COMPREHENSIVE FINANCIAL MANAGEMENT LLC$379,152,348$17,061,855,642$17,061,855,642
4BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
5HALL CAPITAL PARTNERS LLC$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
6MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
7TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
8JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
9BOSTON PRIVATE WEALTH$978,664$12,697,123,638$618,579,481$13,315,703,119
10JORDAN PARK GROUP LLC$5,859,397$11,683,637,375$11,683,637,375
11MONETA GROUP INVESTMENT ADVISORS, LLC$881,731$10,996,388,882$12,738,039,276$23,734,428,158
12ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
13IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
14LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
15SAVANT WEALTH MANAGEMENT$1,183,234$7,553,766,551$7,553,766,551
16BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
17HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
18CHURCHILL MANAGEMENT GROUP$366,624$6,400,581,247$151,729,837$6,552,311,084
19MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
20PATHSTONE$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
21FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.$1,888,986$5,961,638,487$5,961,638,487
22ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
23ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
24BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
25THE BOLLARD GROUP LLC$9,604,353$5,504,246,728$66,278,228$5,570,524,956
26WETHERBY ASSET MANAGEMENT$1,419,325$5,093,686,405$247,232,218$5,340,918,623
27ORGEL WEALTH MANAGEMENT, LLC$650,018$5,068,194,052$5,068,194,052
28ROPES WEALTH ADVISORS$1,861,760$4,883,134,774$130,585,803$5,013,720,577
29REGENTATLANTIC$2,647,628$4,851,335,814$49,424,441$4,900,760,255
30R M DAVIS INC$950,770$4,841,133,150$15,399,992$4,856,533,142
31DOWLING & YAHNKE, LLC$1,053,535$4,730,371,019$4,730,371,019
32GOFEN AND GLOSSBERG, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
33BALASA DINVERNO FOLTZ LLC$801,371$4,595,063,036$4,595,063,036
34CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
35EVOKE WEALTH, LLC$2,073,272$4,414,273,162$244,367,925$4,658,641,087
36PLANCORP, LLC$702,265$4,352,496,626$186,244,015$4,538,740,641
37BECKER CAPITAL MANAGEMENT, INC.$3,336,859$4,307,884,565$4,307,884,565
38SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC$1,008,378$4,284,308,141$10,374,043$4,294,682,184
39BRADLEY FOSTER & SARGENT INC$1,273,929$4,234,983,943$3,379,252$4,238,363,195
40H.M. PAYSON$1,538,177$4,128,215,989$455,551,819$4,583,767,808
41RGT WEALTH ADVISORS$1,068,105$4,112,801,814$222,637,226$4,335,439,040
42BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
43INDEX FUND ADVISORS, INC.$620,124$4,022,875,212$19,711,428$4,042,586,640
44CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
45B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
46LINSCOMB & WILLIAMS$741,902$3,844,536,498$3,844,536,498
47VALEO FINANCIAL ADVISORS, LLC$433,658$3,761,410,394$1,161,045,006$4,922,455,400
48REGIS MANAGEMENT COMPANY, LLC$70,195,332$3,720,352,601$3,720,352,601
49THE MATHER GROUP, LLC$538,579$3,660,737,077$252,576,651$3,913,313,728
50KORE PRIVATE WEALTH, LLC$1,172,034$3,571,188,631$3,571,188,631
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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.