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$17,506,326$15,998,057,503$5,342,153,380$21,340,210,883
2Moneta Group Investment Advisors, LLC$790,537$6,855,278,868$11,657,505,213$18,512,784,081
3Comprehensive Financial Management LLC$354,016,513$15,222,710,047$0$15,222,710,047
4Buckingham Strategic Wealth$499,308$13,427,234,199$277,273,936$13,704,508,135
5Tiedemann Wealth Management$27,215,939$9,778,918,356$2,522,686,287$12,301,604,643
6Aspiriant, LLC$1,438,094$10,658,668,000$1,555,064,000$12,213,732,000
7Brownson, Rehmus & Foxworth, Inc.$24,071,544$0$11,241,411,000$11,241,411,000
8Mercer Global Advisors Inc.$454,670$10,656,252,569$397,219,956$11,053,472,525
9TAG Associates$7,311,887$344,510,000$8,334,700,000$8,679,210,000
10Pathstone Federal Street$1,773,216$3,195,256,339$5,353,417,264$8,548,673,603
11Jordan Park Group LLC$9,440,271$8,128,073,539$0$8,128,073,539
12HPM Partners LLC$5,165,693$5,896,714,552$1,536,718,166$7,433,432,718
13Boston Private Wealth$1,192,844$6,955,567,868$468,694,802$7,424,262,670
14WE Family Offices$103,439,759$0$7,344,222,913$7,344,222,913
15Evercore Wealth Management, LLC$2,763,808$7,282,204,358$47,415,336$7,329,619,694
16Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,583,393$7,038,476,460$189,858,473$7,228,334,933
17Ballentine Partners$1,665,070$4,060,365,585$2,638,209,538$6,698,575,123
18The Colony Group, LLC$677,659$5,081,873,661$1,227,813,801$6,309,687,462
19KLS Professional Advisors Group$712,675$5,611,877,619$590,536,950$6,202,414,569
20CV Advisors LLC$9,892,218$559,511,439$5,049,375,981$5,608,887,420
21Athena Capital Advisors$9,788,334$4,827,408,687$644,270,237$5,471,678,924
22Adviser Investments$518,445$5,306,284,485$0$5,306,284,485
23Brighton Jones$3,340,910$4,881,664,540$79,587,358$4,961,251,898
24Welch & Forbes$1,794,811$4,589,213,178$308,826,772$4,898,039,950
25Choate Investment Advisors$2,041,107$4,137,488,008$610,126,580$4,747,614,588
26Wetherby Asset Management$1,352,998$4,487,074,471$228,124,411$4,715,198,882
27The Bollard Group$7,779,609$4,432,740,480$87,212,068$4,519,952,548
28Gofen and Glossberg$1,426,937$4,099,036,839$275,951,310$4,374,988,149
29B|O|S$1,296,330$3,718,663,867$576,078,234$4,294,742,101
30Bartlett & Co. Wealth Management Llc$1,235,639$4,121,271,275$77,430,652$4,198,701,927
31Balasa Dinverno Foltz$805,320$4,153,839,466$0$4,153,839,466
32WMS Partners$6,068,540$3,009,015,148$1,123,660,548$4,132,675,696
33Dowling & Yahnke, LLC$991,921$4,106,554,929$0$4,106,554,929
34RGT Wealth Advisors$1,036,783$3,581,680,622$445,182,876$4,026,863,498
35Lourdmurray$2,314,424$3,715,468,270$302,372,135$4,017,840,405
36R M Davis Inc$840,683$3,998,321,775$10,056,461$4,008,378,236
37Joel Isaacson & Co.$1,022,987$2,133,386,803$1,723,272,482$3,856,659,285
38Ropes Wealth Advisors$1,768,728$3,706,439,105$138,776,217$3,845,215,322
39Regentatlantic$2,371,787$3,670,234,954$96,163,143$3,766,398,097
40Regis Management Company, LLC$62,923,453$3,649,560,290$0$3,649,560,290
41Klingenstein Fields Wealth Advisors$3,097,979$3,631,199,844$5,827,106$3,637,026,950
42Bradley Foster & Sargent Inc$1,168,273$3,518,259,945$68,339,263$3,586,599,208
43Manchester Capital Management$2,669,456$2,743,025,186$799,342,916$3,542,368,102
44Columbia Pacific Wealth Management$4,654,508$2,209,590,953$1,290,599,043$3,500,189,996
45Sullivan, Bruyette, Speros & Blayney, LLC$920,376$3,432,033,649$39,624,657$3,471,658,306
46Geller Advisors$6,375,922$3,391,723,125$32,147,038$3,423,870,163
47Valeo Financial Advisors$350,385$2,278,401,110$1,066,370,854$3,344,771,964
48Signaturefd, LLC$670,789$2,522,127,824$653,386,983$3,175,514,807
49Cresset Wealth Advisors$8,947,508$2,451,100,063$600,000,000$3,051,100,063
50Green Square Capital$1,374,270$2,395,841,038$539,600,191$2,935,441,229
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Showing 1 to 50 of 1,112 entries

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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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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