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
1Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
2BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
3Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
4Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
5Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
6Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
7Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
8Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
9Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
10Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
11Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
12Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
13AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
14Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
15Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
16Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
17Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
18Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
19Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
20Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
21Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
22CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
23Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
24Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
25Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
26NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
27Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
28Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
29Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
30Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
31Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
32Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
33QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
34Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
35Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
36Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
37Avestar Capital, LLC$803,975$703,478,380$703,478,380
38W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
39Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
40Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
41Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
42Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
43James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
44Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
45Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
46Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
47Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
48Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
49Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
50Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
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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 Carline Murphy.

*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.