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
1HALL CAPITAL PARTNERS LLC$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
2MONETA GROUP INVESTMENT ADVISORS, LLC$881,731$10,996,388,882$12,738,039,276$23,734,428,158
3WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
4TAG ASSOCIATES LLC$8,051,707$277,830,000$8,071,790,000$8,349,620,000
5SILVERCREST ASSET MANAGEMENT GROUP LLC$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
6CV ADVISORS LLC$7,354,756$586,067,427$6,224,436,405$6,810,503,832
7BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
8FIDUCIARY COUNSELLING INC$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
9PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
10PATHSTONE$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
11TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
12ALTAIR ADVISERS, LLC$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
13MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
14MATTER FAMILY OFFICE$13,471,188$113,010,757$2,796,765,893$2,909,776,650
15SEVEN BRIDGES ADVISORS LLC$38,154,959$2,382,435,298$2,730,329,204$5,112,764,502
16MERISTEM FAMILY WEALTH$5,867,836$1,497,847,076$2,445,338,626$3,943,185,702
17PAUL COMSTOCK PARTNERS$18,977,394$7,525,251$2,383,626,385$2,391,151,636
18BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
19BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
20ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
21ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
22DYSON CAPITAL ADVISORS, LLC$52,455,426$390,915,000$2,074,490,000$2,465,405,000
23CAMDEN CAPITAL, LLC$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
24CARDIFF PARK ADVISORS$911,042$150,927,888$1,844,253,259$1,995,181,147
25IWP WEALTH MANAGEMENT LLC$40,630,500$188,973,019$1,842,551,958$2,031,524,977
26BERMAN CAPITAL ADVISORS, LLC$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
27FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
28SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
29WINDROSE ADVISORS LLC$22,675,166$377,273,459$1,414,064,670$1,791,338,129
30BREEDS HILL CAPITAL LLC$3,295,195$107,923,825$1,302,419,524$1,410,343,349
31WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
32WMS PARTNERS, LLC$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
33VALEO FINANCIAL ADVISORS, LLC$433,658$3,761,410,394$1,161,045,006$4,922,455,400
34SOUTHEAST ASSET ADVISORS, LLC$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
35HERITAGE WEALTH ADVISORS$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
36TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
37CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
38MANCHESTER CAPITAL MANAGEMENT LLC$2,660,871$3,142,500,375$1,021,763,406$4,164,263,781
39BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
40TEAM HEWINS, LLC$1,863,064$1,072,051,853$951,235,812$2,023,287,665
41CLAYTON FINANCIAL GROUP, LLC$398,224$24,188,175$924,380,487$948,568,662
42BITTERROOT CAPITAL ADVISORS LLC$62,351,426$33,207,524$902,063,865$935,271,389
43MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
44MCCUTCHEN GROUP LLC$3,102,360$2,120,283,620$885,902,985$3,006,186,605
45SIMON QUICK ADVISORS, LLC$5,560,782$2,525,957,973$877,240,660$3,403,198,633
46FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
47CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
48LOWERY ASSET CONSULTING, LLC$2,077,340$806,007,956$806,007,956
49FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
50CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
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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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.