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 Asset Management, LLC | $957,512 | $160,000,000,000 | — | $160,000,000,000 |
| 2 | Hall Capital Partners LLC | $264,036,123 | $19,355,118,374 | $28,699,455,919 | $48,054,574,293 |
| 3 | Silvercrest Asset Management Group LLC | $22,025,802 | $20,649,758,635 | $7,168,829,885 | $27,818,588,520 |
| 4 | Moneta Group Investment Advisors, LLC | $917,225 | $13,835,686,162 | $13,582,014,825 | $27,417,700,987 |
| 5 | Comprehensive Financial Management LLC | $583,539,126 | $22,758,025,923 | — | $22,758,025,923 |
| 6 | BBR Partners, LLC | $5,596,730 | $18,071,100,000 | $2,636,800,000 | $20,707,900,000 |
| 7 | Pathstone Family Office, LLC | $1,710,578 | $13,510,659,488 | $6,087,428,804 | $19,598,088,292 |
| 8 | Tiedemann Advisors, LLC | $48,206,804 | $14,005,399,924 | $4,409,599,152 | $18,414,999,076 |
| 9 | MERCER GLOBAL ADVISORS INC. | $484,544 | $15,278,918,122 | $570,047,462 | $15,848,965,584 |
| 10 | Jordan Park Group LLC | $5,087,433 | $15,791,390,922 | — | $15,791,390,922 |
| 11 | Johnson Investment Counsel, Inc. | $1,283,412 | $15,307,454,415 | $217,979,080 | $15,525,433,495 |
| 12 | Oxford Financial Group, Ltd | $1,568,699 | $6,338,552,189 | $8,480,945,869 | $14,819,498,058 |
| 13 | Boston Private Wealth LLC | $1,034,166 | $13,787,450,698 | $640,202,475 | $14,427,653,173 |
| 14 | Aspiriant, LLC | $1,521,802 | $11,518,574,000 | $2,386,135,000 | $13,904,709,000 |
| 15 | Cresset Asset Management, LLC | $1,917,103 | $11,570,814,863 | $106,261,425 | $11,677,076,288 |
| 16 | IEQ Capital, LLC | $14,785,394 | $11,246,774,010 | $344,974,719 | $11,591,748,729 |
| 17 | Wealthspire Advisors LLC | $3,279,407 | $10,758,262,664 | $185,117,107 | $10,943,379,771 |
| 18 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | $3,459,728 | $10,499,650,320 | $66,360,116 | $10,566,010,436 |
| 19 | W.E. Family Offices, LLC | $118,612,102 | — | $10,200,640,735 | $10,200,640,735 |
| 20 | Savant Capital, LLC | $1,457,602 | $9,591,019,191 | — | $9,591,019,191 |
| 21 | Fiduciary Counselling Inc | $5,669,158 | $3,436,469,348 | $5,679,536,876 | $9,116,006,224 |
| 22 | Homrich & Berg Inc | $805,814 | $7,818,765,000 | $1,110,458,000 | $8,929,223,000 |
| 23 | Ballentine Partners, LLC | $1,856,062 | $6,390,275,738 | $2,283,104,268 | $8,673,380,006 |
| 24 | Tag Associates LLC | $6,591,510 | $294,600,000 | $8,346,870,000 | $8,641,470,000 |
| 25 | Brighton Jones LLC | $3,716,222 | $8,355,071,502 | $88,185,838 | $8,443,257,340 |
| 26 | Mill Creek Capital Advisors, LLC | $22,678,633 | $7,469,029,616 | $581,885,093 | $8,050,914,709 |
| 27 | Evoke Wealth, LLC | $4,342,572 | $7,652,740,688 | $50,981,166 | $7,703,721,854 |
| 28 | Lido Advisors, LLC | $935,245 | $7,269,566,926 | $422,819,680 | $7,692,386,606 |
| 29 | CV Advisors LLC | $6,815,634 | $642,536,163 | $7,018,236,944 | $7,660,773,107 |
| 30 | Ferguson Wellman Capital Management, Inc. | $2,051,730 | $6,854,828,294 | — | $6,854,828,294 |
| 31 | Wetherby Asset Management | $1,700,474 | $6,127,017,957 | $445,315,602 | $6,572,333,559 |
| 32 | Churchill Management Corp | $376,720 | $6,449,541,312 | $117,066,019 | $6,566,607,331 |
| 33 | Adviser Investments LLC | $607,534 | $6,541,316,035 | — | $6,541,316,035 |
| 34 | Seven Bridges Advisors LLC | $42,429,521 | $2,748,960,828 | $3,657,896,854 | $6,406,857,682 |
| 35 | Valeo Financial Advisors, LLC | $494,402 | $4,869,376,855 | $1,522,253,778 | $6,391,630,633 |
| 36 | Ropes Wealth Advisors LLC | $2,120,336 | $6,192,191,495 | $139,131,803 | $6,331,323,298 |
| 37 | ATHENA CAPITAL ADVISORS LLC | $14,277,853 | $5,678,956,725 | $574,742,954 | $6,253,699,679 |
| 38 | The Bollard Group LLC | $8,629,062 | $5,891,021,875 | $209,725,077 | $6,100,746,952 |
| 39 | Brownson, Rehmus & Foxworth, Inc. | $2,390,783 | — | $6,024,774,223 | $6,024,774,223 |
| 40 | Altair Advisers, LLC | $8,053,887 | $1,855,807,452 | $4,168,499,791 | $6,024,307,243 |
| 41 | Choate Investment Advisors LLC | $2,410,086 | $5,078,123,966 | $662,701,705 | $5,740,825,671 |
| 42 | Dowling & Yahnke, LLC | $1,132,361 | $5,699,173,134 | — | $5,699,173,134 |
| 43 | Orgel Wealth Management, LLC | $689,258 | $5,618,834,000 | — | $5,618,834,000 |
| 44 | The Mather Group, LLC | $565,839 | $5,238,738,916 | $374,949,221 | $5,613,688,137 |
| 45 | Gofen And Glossberg, L.L.C. | $1,629,753 | $5,275,945,392 | $279,884,250 | $5,555,829,642 |
| 46 | R M Davis Inc | $1,011,757 | $5,375,264,842 | $5,260,366 | $5,380,525,208 |
| 47 | Balasa Dinverno Foltz LLC | $923,663 | $5,366,480,585 | — | $5,366,480,585 |
| 48 | Arlington Partners LLC | $6,813,442 | $2,315,286,033 | $2,999,199,006 | $5,314,485,039 |
| 49 | H. M. Payson & Co. | $1,638,146 | $4,761,827,948 | $424,543,104 | $5,186,371,052 |
| 50 | Regentatlantic Capital, LLC | $2,552,638 | $5,103,473,534 | $52,855,748 | $5,156,329,282 |
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.
