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
1Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
2Silvercrest Asset Management Group$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
3Buckingham Strategic Wealth$542,930$13,851,296,825$1,056,476,124$14,907,772,949
4Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
5Tiedemann Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
6Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
7Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
8Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
9Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
10Pathstone Federal Street$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
11TAG Associates$7,315,577$290,910,000$7,763,540,000$8,054,450,000
12The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
13Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
14WE Family Offices$101,406,847$7,402,699,857$7,402,699,857
15Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,541,179$7,053,569,192$188,790,290$7,242,359,482
16Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132
17Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
18KLS Professional Advisors Group$670,036$5,336,281,737$512,459,476$5,848,741,213
19Athena Capital Advisors$13,573,302$5,212,095,781$610,850,661$5,822,946,442
20Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
21Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
22CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
23Adviser Investments$476,031$5,014,033,546$5,014,033,546
24The Bollard Group$9,098,637$4,876,294,015$64,265,899$4,940,559,914
25Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
26Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
27Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
28Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
29Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
30The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
31Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
32Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
33B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
34Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
35R M Davis Inc$789,614$3,928,950,920$9,643,944$3,938,594,864
36RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
37Valeo Financial Advisors$311,683$2,541,458,239$1,209,024,570$3,750,482,809
38Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
39WMS Partners$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
40Plancorp$582,332$3,504,332,862$166,104,645$3,670,437,507
41Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
42Regentatlantic$2,162,134$3,557,130,360$40,660,407$3,597,790,767
43Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
44Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523
45Signaturefd, LLC$625,189$2,771,501,180$722,679,277$3,494,180,457
46Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
47Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
48Manchester Capital Management$2,410,749$2,645,602,066$780,072,036$3,425,674,102
49Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
50Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
Next Page »

Showing 1 to 50 of 1,030 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 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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.