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
1Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
2Hall Capital Partners$229,833,178$15,427,970,540$26,171,834,745$41,599,805,285
3Heirloom Investment Management Llc$115,882,891$115,882,891$115,882,891
4WE Family Offices$109,455,964$8,537,565,208$8,537,565,208
5Pine Ridge Advisers Llc$87,790,881$1,053,490,569$1,053,490,569
6Ohana Advisors$79,317,747$694,985,675$256,827,285$951,812,960
7Bitterroot Capital Advisors Llc$62,351,426$33,207,524$902,063,865$935,271,389
8Dyson Capital Advisors, Llc$52,455,426$390,915,000$2,074,490,000$2,465,405,000
9Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
10Qp Global Family Offices, Llc$48,143,403$577,720,838$577,720,838
11Iwp Wealth Management Llc$40,630,500$188,973,019$1,842,551,958$2,031,524,977
12Aston Capital Management$35,957,045$95,690,038$263,880,409$359,570,447
13Havenshare Financial, Llc$31,467,958$440,551,414$440,551,414
14Twin Focus Capital Partners, Llc$28,049,642$2,694,396,188$194,716,894$2,889,113,082
15Galapagos Partners, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
16Battery Global Advisors, Llc$26,567,568$997,100,000$968,900,000$1,966,000,000
17Windrose Advisors Llc$22,675,166$377,273,459$1,414,064,670$1,791,338,129
18Affiliated Private Investors Llc$22,421,314$672,639,433$672,639,433
19Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
20Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
21Silvercrest Asset Management Group$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
22Paul Comstock Partners$19,600,037$7,525,251$2,462,079,377$2,469,604,628
23Yale Capital Corp.$18,042,448$1,912,499,533$1,912,499,533
24Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
25Matter Family Office$13,471,188$113,010,757$2,796,765,893$2,909,776,650
26Paragon Advisors, Inc.$12,772,973$577,600,000$367,600,000$945,200,000
27Eagle Bay Advisors Llc$12,235,247$403,763,162$403,763,162
28Fitzroy Investment Advisors Llc$11,959,212$442,490,860$442,490,860
29Lega Z Advisory Llc$11,783,677$266,830,327$51,328,960$318,159,287
30Bridgecreek Investment Management, Llc$11,718,750$750,000,000$750,000,000
31Waldron Private Wealth$11,250,772$2,505,040,976$3,881,137$2,508,922,113
32Mg Financial Llc$10,293,787$1,142,620,384$41,165,128$1,183,785,512
33Timber Creek Capital Management, Llc$10,280,952$431,800,000$431,800,000
34Zemenick & Walker Inc$9,266,984$2,029,469,485$2,029,469,485
35Align Impact, Llc$8,520,408$119,285,708$119,285,708
36TAG Associates$8,051,707$277,830,000$8,071,790,000$8,349,620,000
37Forbes Family Trust$7,131,676$379,100,501$754,835,929$1,133,936,430
38Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
39Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
40Schoolcraft Capital Llc$6,810,827$695,386,462$67,426,117$762,812,579
41Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
42Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
43Claybrook Capital, Llc$6,707,942$355,520,943$355,520,943
44Oak Root Llc$6,363,368$351,712,000$11,000,000$362,712,000
45Stw Associates$6,082,235$103,398,000$103,398,000
46Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
47Andersen$6,070,387$2,088,213,000$2,088,213,000
48Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
49Geller Advisors Llc$5,904,626$3,528,659,487$31,829,798$3,560,489,285
50Cornerstone Capital Inc.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.