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
2Tiedemann Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
3Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
4KLS Professional Advisors Group$670,036$5,336,281,737$512,459,476$5,848,741,213
5Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
6Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
7Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
8Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
9Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
10Barrett Asset Management$2,025,661$1,516,061,884$199,673,030$1,715,734,914
11Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
12Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
13Tortoise Investment Management$388,234$938,361,733$14,752,952$953,114,685
14Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
15Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
16Kings Point Capital Management$987,671$778,350,647$10,798,816$789,149,463
17Next Capital Management LLC$832,568$760,765,228$181,701,372$942,466,600
18Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
19GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
20Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
21Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
22Fusion Family Wealth$491,537$550,360,000$20,315,000$570,675,000
23Cooper/Haims Advisors$401,128$486,166,659$486,166,659
24Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
25Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
26Financial Partners Capital Management, LLC$860,051$434,373,342$31,774,364$466,147,706
27Independent Family Office$3,559,791$404,630,782$1,185,375$405,816,157
28Shulman Demeo Asset Management, LLC$541,516$388,282,543$50,886,527$439,169,070
29C.J. Lawrence$1,172,053$377,120,365$8,485,052$385,605,417
30Ashford Advisors$1,958,679$352,217,453$131,576,151$483,793,604
31Wall Street Access Asset Management$642,026$343,483,738$343,483,738
32The Spielberger Group$1,768,162$318,685,000$8,425,000$327,110,000
33Source Financial Advisors, LLC$1,154,229$291,645,110$48,852,307$340,497,417
34TAG Associates$7,315,577$290,910,000$7,763,540,000$8,054,450,000
35Eagle Bay Advisors LLC$10,022,330$290,647,567$290,647,567
36Seneca Financial Advisors$507,551$269,677,658$43,989,094$313,666,752
37Bender Lane Advisory, LLC$7,007,325$248,194,890$123,193,317$371,388,207
38Perennial$2,881,255$235,519,557$9,387,115$244,906,672
39Sage Capital Management$620,223$230,324,640$68,622,765$298,947,405
40Burns Matteson Capital Management, LLC$231,788$221,589,361$221,589,361
41Greystone Wealth Advisors$534,136$220,733,369$10,547,301$231,280,670
42Eisneramper Wealth Advisors LLC$4,072,406$207,692,685$207,692,685
43Francis Financial$393,274$204,670,936$34,439,520$239,110,456
44Excomp Asset Management Ltd$377,495$201,000,000$7,000,000$208,000,000
45Piermont Wealth Management Inc.$471,679$194,803,271$194,803,271
46Enright, Mollin, Cascio & Ramusevic, Inc.$716,457$191,294,027$191,294,027
47The Doman Group, LLC$3,403,226$186,000,000$25,000,000$211,000,000
48Heron Wealth$218,030$182,364,000$131,817,000$314,181,000
49Hudson Advisor Services, Inc.$380,564$178,933,818$23,525,978$202,459,796
50Financial Asset Management Corp$373,351$174,584,583$32,251,908$206,836,491
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Showing 1 to 50 of 66 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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