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