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 Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
2Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
3Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
4Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
5BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
6Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
7Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
8MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
9Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
10Moneta Group Investment Advisors, LLC$917,225$13,835,686,162$13,582,014,825$27,417,700,987
11Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
12Pathstone Family Office, LLC$1,710,578$13,510,659,488$6,087,428,804$19,598,088,292
13Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
14Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
15IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
16Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
17Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
18Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
19Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
20Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
21Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
22Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
23Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
24Ferguson Wellman Capital Management, Inc.$2,051,730$6,854,828,294$6,854,828,294
25Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
26Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
27Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
28Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
29Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
30Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
31The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
32Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
33ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
34Orgel Wealth Management, LLC$689,258$5,618,834,000$5,618,834,000
35R M Davis Inc$1,011,757$5,375,264,842$5,260,366$5,380,525,208
36Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
37Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
38The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
39Regentatlantic Capital, LLC$2,552,638$5,103,473,534$52,855,748$5,156,329,282
40Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
41Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
42Modera Wealth Management, LLC$595,421$4,930,249,559$27,224,550$4,957,474,109
43Bradley Foster & Sargent Inc$1,404,959$4,878,800,319$623,071$4,879,423,390
44Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
45Plancorp, LLC$774,897$4,843,278,870$224,544,791$5,067,823,661
46H. M. Payson & Co.$1,638,146$4,761,827,948$424,543,104$5,186,371,052
47RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
48Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
49Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
50Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.