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.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | FISHER INVESTMENTS | $1,744,458 | $121,000,000,000 | — | $121,000,000,000 |
| 2 | HALL CAPITAL PARTNERS LLC | $229,833,178 | $15,427,970,540 | $26,171,834,745 | $41,599,805,285 |
| 3 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $19,662,808 | $18,753,815,040 | $6,316,265,175 | $25,070,080,215 |
| 4 | MONETA GROUP INVESTMENT ADVISORS, LLC | $881,731 | $10,996,388,882 | $12,738,039,276 | $23,734,428,158 |
| 5 | BBR PARTNERS, LLC | $4,968,583 | $15,627,400,000 | $2,259,500,000 | $17,886,900,000 |
| 6 | TIEDEMANN ADVISORS, LLC | $40,943,165 | $13,613,751,880 | $3,705,206,920 | $17,318,958,800 |
| 7 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | $379,152,348 | $17,061,855,642 | — | $17,061,855,642 |
| 8 | MERCER GLOBAL ADVISORS INC. | $484,544 | $15,278,918,122 | $570,047,462 | $15,848,965,584 |
| 9 | BOSTON PRIVATE WEALTH | $978,664 | $12,697,123,638 | $618,579,481 | $13,315,703,119 |
| 10 | JOHNSON INVESTMENT COUNSEL, INC. | $1,158,319 | $12,930,934,333 | $187,031,500 | $13,117,965,833 |
| 11 | ASPIRIANT, LLC | $1,447,224 | $10,639,610,000 | $2,119,121,000 | $12,758,731,000 |
| 12 | JORDAN PARK GROUP LLC | $5,859,397 | $11,683,637,375 | — | $11,683,637,375 |
| 13 | PATHSTONE | $1,811,205 | $6,162,652,784 | $4,088,769,023 | $10,251,421,807 |
| 14 | IEQ CAPITAL, LLC | $13,374,163 | $9,520,066,535 | $256,446,866 | $9,776,513,401 |
| 15 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | $3,107,105 | $8,953,449,315 | $63,370,750 | $9,016,820,065 |
| 16 | WE FAMILY OFFICES | $111,832,256 | — | $8,834,748,220 | $8,834,748,220 |
| 17 | TAG ASSOCIATES LLC | $8,051,707 | $277,830,000 | $8,071,790,000 | $8,349,620,000 |
| 18 | BALLENTINE PARTNERS | $1,812,528 | $5,558,572,633 | $2,369,424,322 | $7,927,996,955 |
| 19 | FIDUCIARY COUNSELLING INC | $4,945,425 | $3,000,786,558 | $4,659,676,300 | $7,660,462,858 |
| 20 | SAVANT WEALTH MANAGEMENT | $1,183,234 | $7,553,766,551 | — | $7,553,766,551 |
| 21 | HOMRICH BERG | $797,220 | $6,441,699,297 | $543,543,888 | $6,985,243,185 |
| 22 | CV ADVISORS LLC | $7,354,756 | $586,067,427 | $6,224,436,405 | $6,810,503,832 |
| 23 | BRIGHTON JONES LLC | $3,410,072 | $6,700,909,908 | $98,773,677 | $6,799,683,585 |
| 24 | MILL CREEK CAPITAL ADVISORS, LLC | $20,027,881 | $6,169,291,096 | $560,076,987 | $6,729,368,083 |
| 25 | CHURCHILL MANAGEMENT GROUP | $366,624 | $6,400,581,247 | $151,729,837 | $6,552,311,084 |
| 26 | ATHENA CAPITAL ADVISORS LLC | $14,277,853 | $5,678,956,725 | $574,742,954 | $6,253,699,679 |
| 27 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | $1,888,986 | $5,961,638,487 | — | $5,961,638,487 |
| 28 | ADVISER INVESTMENTS | $546,445 | $5,836,032,941 | — | $5,836,032,941 |
| 29 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,402,150 | — | $5,570,743,864 | $5,570,743,864 |
| 30 | THE BOLLARD GROUP LLC | $9,604,353 | $5,504,246,728 | $66,278,228 | $5,570,524,956 |
| 31 | WETHERBY ASSET MANAGEMENT | $1,419,325 | $5,093,686,405 | $247,232,218 | $5,340,918,623 |
| 32 | CHOATE INVESTMENT ADVISORS | $2,170,955 | $4,485,431,447 | $661,903,297 | $5,147,334,744 |
| 33 | SEVEN BRIDGES ADVISORS LLC | $38,154,959 | $2,382,435,298 | $2,730,329,204 | $5,112,764,502 |
| 34 | ALTAIR ADVISERS, LLC | $7,099,548 | $1,469,326,603 | $3,628,149,212 | $5,097,475,815 |
| 35 | ORGEL WEALTH MANAGEMENT, LLC | $650,018 | $5,068,194,052 | — | $5,068,194,052 |
| 36 | ROPES WEALTH ADVISORS | $1,861,760 | $4,883,134,774 | $130,585,803 | $5,013,720,577 |
| 37 | GOFEN AND GLOSSBERG, L.L.C. | $1,543,817 | $4,707,207,466 | $260,796,166 | $4,968,003,632 |
| 38 | VALEO FINANCIAL ADVISORS, LLC | $433,658 | $3,761,410,394 | $1,161,045,006 | $4,922,455,400 |
| 39 | REGENTATLANTIC | $2,647,628 | $4,851,335,814 | $49,424,441 | $4,900,760,255 |
| 40 | R M DAVIS INC | $950,770 | $4,841,133,150 | $15,399,992 | $4,856,533,142 |
| 41 | DOWLING & YAHNKE, LLC | $1,053,535 | $4,730,371,019 | — | $4,730,371,019 |
| 42 | EVOKE WEALTH, LLC | $2,073,272 | $4,414,273,162 | $244,367,925 | $4,658,641,087 |
| 43 | B|O|S | $1,333,145 | $3,915,428,426 | $711,919,010 | $4,627,347,436 |
| 44 | BALASA DINVERNO FOLTZ LLC | $801,371 | $4,595,063,036 | — | $4,595,063,036 |
| 45 | H.M. PAYSON | $1,538,177 | $4,128,215,989 | $455,551,819 | $4,583,767,808 |
| 46 | PLANCORP, LLC | $702,265 | $4,352,496,626 | $186,244,015 | $4,538,740,641 |
| 47 | PORTOLA PARTNERS | $3,062,630 | — | $4,468,377,318 | $4,468,377,318 |
| 48 | RGT WEALTH ADVISORS | $1,068,105 | $4,112,801,814 | $222,637,226 | $4,335,439,040 |
| 49 | BECKER CAPITAL MANAGEMENT, INC. | $3,336,859 | $4,307,884,565 | — | $4,307,884,565 |
| 50 | SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC | $1,008,378 | $4,284,308,141 | $10,374,043 | $4,294,682,184 |
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.
