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$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
2Moneta Group Investment Advisors, LLC$917,225$13,835,686,162$13,582,014,825$27,417,700,987
3W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
4Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
5Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
6Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
7CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
8Pathstone Family Office, LLC$1,710,578$13,510,659,488$6,087,428,804$19,598,088,292
9Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
10Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
11Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
12Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
13Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
14Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
15Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
16Arlington Partners LLC$6,813,442$2,315,286,033$2,999,199,006$5,314,485,039
17Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
18Matter, LLC$14,341,236$132,663,359$2,893,337,523$3,026,000,882
19First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
20BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
21Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
22Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
23Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
24Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
25Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
26Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
27IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
28Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
29FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
30Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
31Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
32SEPIO CAPITAL, LP$2,551,995$2,063,987,570$1,462,869,086$3,526,856,656
33Circle Wealth Management, LLC$2,724,827$1,369,426,769$1,401,722,150$2,771,148,919
34Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
35BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
36Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
37Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
38Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
39WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
40Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
41Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
42FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
43Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
44The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
45Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
46Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
47Argos Capital Partners, LLC$2,171,248$202,908,032$1,082,471,049$1,285,379,081
48CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
49Clayton Financial Group, LLC$462,962$55,909,317$1,046,865,460$1,102,774,777
50Bitterroot Capital Advisors LLC$70,699,785$42,457,419$1,018,039,359$1,060,496,778
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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 Carline Murphy.

*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.