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$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
2BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
3TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
4TAG ASSOCIATES LLC$8,051,707$277,830,000$8,071,790,000$8,349,620,000
5SEVEN BRIDGES ADVISORS LLC$38,154,959$2,382,435,298$2,730,329,204$5,112,764,502
6KORE PRIVATE WEALTH, LLC$1,172,034$3,571,188,631$3,571,188,631
7GELLER ADVISORS LLC$5,904,626$3,528,659,487$31,829,798$3,560,489,285
8BARRETT ASSET MANAGEMENT, LLC$2,468,168$1,874,569,093$250,523,842$2,125,092,935
9COBBLESTONE CAPITAL ADVISORS, LLC$824,202$1,933,035,300$59,885,245$1,992,920,545
10CAPITAL COUNSEL LLC$3,080,947$1,822,423,960$7,658,475$1,830,082,435
11BRIDGEWATER ADVISORS INC.$675,755$1,656,274,752$1,656,274,752
12AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
13HOWE AND RUSLING, INC.$731,761$1,341,377,258$2,135,062$1,343,512,320
14ALTFEST PERSONAL WEALTH MANAGEMENT$447,279$1,300,000,000$15,000,000$1,315,000,000
15CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
16KINGS POINT CAPITAL MANAGEMENT LLC$1,001,372$1,055,508,093$17,962,615$1,073,470,708
17TORTOISE INVESTMENT MANAGEMENT, LLC$472,545$1,062,261,385$8,998,124$1,071,259,509
18PINE RIDGE ADVISERS LLC$87,790,881$1,053,490,569$1,053,490,569
19FORTE CAPITAL LLC$476,579$907,476,139$79,994,661$987,470,800
20NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
21HOLLOW BROOK WEALTH MANAGEMENT LLC$3,695,257$282,700,000$652,200,000$934,900,000
22EDGE WEALTH MANAGEMENT, LLC$1,148,359$933,616,108$933,616,108
23YORKBRIDGE WEALTH PARTNERS, LLC$1,062,571$794,730,601$92,516,545$887,247,146
24ROCKBRIDGE INVESTMENT MANAGEMENT, LLC$295,523$848,292,348$30,887,168$879,179,516
25ESTABROOK CAPITAL MANAGEMENT LLC$863,426$851,337,741$851,337,741
26HUDSON VALLEY INVESTMENT ADVISORS, INC.$541,042$592,120,919$234,049,735$826,170,654
27PAYNE CAPITAL MANAGEMENT, LLC$224,005$211,942,894$612,173,119$824,116,013
28GRIFFIN ASSET MANAGEMENT, LLC$1,380,672$815,570,545$5,929,455$821,500,000
29SANDERSON WEALTH MANAGEMENT, LLC$680,440$108,509,523$671,955,132$780,464,655
30ASCENT WEALTH PARTNERS, LLC$563,559$729,479,746$39,778,357$769,258,103
31WEALTHSTREAM ADVISORS, INC.$675,787$744,717,268$744,717,268
32FUSION FAMILY WEALTH, LLC$598,230$647,000,000$29,000,000$676,000,000
33WHITNEY & COMPANY$1,279,866$603,544,665$3,111,837$606,656,502
34QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
35FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$919,950$483,036,717$79,972,799$563,009,516
36KING WEALTH MANAGEMENT GROUP, LLC$368,765$536,798,544$17,455,220$554,253,764
37ASHFORD ADVISORS, LLC$2,315,093$387,054,680$154,677,079$541,731,759
38SHULMAN DEMEO ASSET MANAGEMENT, LLC$640,659$465,526,208$59,173,408$524,699,616
39SICART ASSOCIATES, LLC$1,961,216$509,916,036$509,916,036
40CORNELL POCHILY INVESTMENT ADVISORS, INC.$417,242$362,025,034$135,327,652$497,352,686
41C.J. LAWRENCE$1,350,561$483,767,691$9,186,982$492,954,673
42FRISCH FINANCIAL GROUP, INC.$367,390$431,230,441$49,682,951$480,913,392
43INDEPENDENT FAMILY OFFICE, LLC$4,068,762$475,547,399$497,714$476,045,113
44J.J. BURNS & COMPANY$366,490$471,306,376$471,306,376
45ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,509,958$429,791,771$35,275,264$465,067,035
46SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
47LEVEL FINANCIAL ADVISORS, INC.$249,332$423,366,261$423,366,261
48EAGLE BAY ADVISORS LLC$12,235,247$403,763,162$403,763,162
49OGOREK WEALTH MANAGEMENT, LLC$762,714$402,713,044$402,713,044
50SENECA FINANCIAL ADVISORS LLC$595,635$331,874,703$61,244,446$393,119,149
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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 Sabrina Straub.

*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.