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
2Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
3Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
4Moneta Group Investment Advisors, LLC$917,225$13,835,686,162$13,582,014,825$27,417,700,987
5Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
6BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
7Pathstone Family Office, LLC$1,710,578$13,510,659,488$6,087,428,804$19,598,088,292
8Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
9MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
10Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
11Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
12Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
13Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
14Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
15Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
16IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
17Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
18Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
19W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
20Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
21Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
22Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
23Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
24Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
25Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
26Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
27Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
28Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
29CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
30Ferguson Wellman Capital Management, Inc.$2,051,730$6,854,828,294$6,854,828,294
31Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
32Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
33Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
34Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
35Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
36Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
37ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
38The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
39Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
40Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
41Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
42Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
43Orgel Wealth Management, LLC$689,258$5,618,834,000$5,618,834,000
44The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
45Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
46R M Davis Inc$1,011,757$5,375,264,842$5,260,366$5,380,525,208
47Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
48Arlington Partners LLC$6,813,442$2,315,286,033$2,999,199,006$5,314,485,039
49H. M. Payson & Co.$1,638,146$4,761,827,948$424,543,104$5,186,371,052
50Regentatlantic Capital, LLC$2,552,638$5,103,473,534$52,855,748$5,156,329,282
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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.