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 Llc$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
3Buckingham Strategic Wealth$534,734$14,480,969,253$1,042,360,927$15,523,330,180
4Comprehensive Financial Management Llc$315,000,701$14,175,031,522$14,175,031,522
5Tiedemann Advisors, Llc$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
6Boston Private Wealth$943,231$12,260,516,842$567,430,937$12,827,947,779
7Aspiriant, Llc$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
8Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
9Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
10Jordan Park Group Llc$7,915,729$9,237,655,510$9,237,655,510
11Pathstone$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
12Tag Associates Llc$7,315,577$290,910,000$7,763,540,000$8,054,450,000
13The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
14Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
15We Family Offices$101,406,847$7,402,699,857$7,402,699,857
16Loring, Wolcott & Coolidge Fiduciary Advisors, Llp$2,541,179$7,053,569,192$188,790,290$7,242,359,482
17Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
18Cv Advisors Llc$8,885,262$569,328,698$5,490,419,917$6,059,748,615
19Bartlett & Co. Wealth Management Llc$3,059,318$5,926,185,183$112,908,026$6,039,093,209
20Athena Capital Advisors Llc$13,573,302$5,212,095,781$610,850,661$5,822,946,442
21Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
22Brighton Jones Llc$3,084,560$5,163,863,381$135,410,291$5,299,273,672
23Adviser Investments$476,031$5,014,033,546$5,014,033,546
24The Bollard Group Llc$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
26Cresset Wealth Advisors$3,148,385$3,905,653,460$870,446,200$4,776,099,660
27Regentatlantic$2,555,279$4,546,356,930$42,924,998$4,589,281,928
28Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
29Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
30Dowling & Yahnke, Llc$1,017,722$4,467,799,832$4,467,799,832
31Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
32The Mather Group, Llc$711,629$2,931,483,053$1,213,755,493$4,145,238,546
33Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
34Balasa Dinverno Foltz Llc$773,803$4,136,748,330$4,136,748,330
35B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
36R M Davis Inc$789,614$3,928,950,920$9,643,944$3,938,594,864
37Rgt Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
38Evoke Wealth, Llc$202,182$3,545,509,215$223,156,725$3,768,665,940
39Valeo Financial Advisors, Llc$311,683$2,541,458,239$1,209,024,570$3,750,482,809
40Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
41Wms Partners, Llc$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
42Plancorp, Llc$582,332$3,504,332,862$166,104,645$3,670,437,507
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 Llc$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
50Meristem Family Wealth$5,601,116$1,508,315,042$1,729,129,967$3,237,445,009
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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 2,206 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.