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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
2Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
3W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
4Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
5Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
6Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
7Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
8Bitterroot Capital Advisors LLC$70,699,785$42,457,419$1,018,039,359$1,060,496,778
9Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
10Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
11Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
12IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
13Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
14Seldon Capital Lp$40,996,043$204,980,216$204,980,216
15ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
16Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
17Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
18Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
19Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
20Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
21First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
22Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
23Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
24AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
25Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
26Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
27Bridgecreek Investment Management, LLC$14,919,355$925,000,000$925,000,000
28IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
29Matter, LLC$14,341,236$132,663,359$2,893,337,523$3,026,000,882
30ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
31BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
32Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
33Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
34LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
35Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
36Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
37Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
38Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
39MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
40FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
41The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
42Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
43Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
44Align Impact, LLC$7,812,692$164,066,530$164,066,530
45Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
46Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
47WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
48Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
49Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
50CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
Next Page »

Showing 1 to 50 of 2,412 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.