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$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
2Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
3Buckingham Strategic Wealth$542,930$13,851,296,825$1,056,476,124$14,907,772,949
4Tiedemann Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
5Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
6Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
7Jordan Park Group LLC$7,915,729$9,237,655,510$9,237,655,510
8Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
9Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
10Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,541,179$7,053,569,192$188,790,290$7,242,359,482
11Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132
12The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
13KLS Professional Advisors Group$670,036$5,336,281,737$512,459,476$5,848,741,213
14Athena Capital Advisors$13,573,302$5,212,095,781$610,850,661$5,822,946,442
15Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
16Adviser Investments$476,031$5,014,033,546$5,014,033,546
17The Bollard Group$9,098,637$4,876,294,015$64,265,899$4,940,559,914
18Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
19Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
20Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
21Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
22Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
23Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
24R M Davis Inc$789,614$3,928,950,920$9,643,944$3,938,594,864
25Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
26Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
27Pathstone Federal Street$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
28Index Fund Advisors, Inc.$546,650$3,572,355,741$3,572,355,741
29Regentatlantic$2,162,134$3,557,130,360$40,660,407$3,597,790,767
30RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
31Plancorp$582,332$3,504,332,862$166,104,645$3,670,437,507
32Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523
33B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
34Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
35Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
36Regis Management Company, LLC$64,204,047$3,402,814,484$3,402,814,484
37Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
38Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
39Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
40The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
41Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
42Signaturefd, LLC$625,189$2,771,501,180$722,679,277$3,494,180,457
43Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
44Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
45Manchester Capital Management$2,410,749$2,645,602,066$780,072,036$3,425,674,102
46WMS Partners$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
47Westmount Asset Management$643,653$2,583,181,872$53,220,419$2,636,402,291
48Seaward Management$1,704,521$2,560,190,632$2,560,190,632
49Valeo Financial Advisors$311,683$2,541,458,239$1,209,024,570$3,750,482,809
50Northeast Financial Consultants, Inc$2,077,770$2,527,716,253$133,906,894$2,661,623,147
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Showing 1 to 50 of 1,030 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 2,206 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.

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