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 |
|---|---|---|---|---|---|
| 1 | Silvercrest Asset Management Group | $19,662,808 | $18,753,815,040 | $6,316,265,175 | $25,070,080,215 |
| 2 | BBR Partners | $4,968,583 | $15,627,400,000 | $2,259,500,000 | $17,886,900,000 |
| 3 | Summit Rock Advisors | $103,943,704 | $7,885,247,865 | $7,914,195,146 | $15,799,443,011 |
| 4 | Evercore Wealth Management, Llc | $2,981,158 | $9,063,713,169 | $133,160,171 | $9,196,873,340 |
| 5 | TAG Associates | $8,051,707 | $277,830,000 | $8,071,790,000 | $8,349,620,000 |
| 6 | Pinnacle Associates, Ltd. | $1,413,867 | $6,245,050,417 | — | $6,245,050,417 |
| 7 | East End Advisors | $187,834,233 | $898,706,873 | $5,111,988,573 | $6,010,695,446 |
| 8 | Joel Isaacson & Co., Llc | $1,137,449 | $2,653,585,535 | $2,139,623,133 | $4,793,208,668 |
| 9 | Permanens Capital L.P. | $57,819,690 | $3,633,634,135 | $991,941,049 | $4,625,575,184 |
| 10 | Kore Private Wealth, Llc | $1,172,034 | $3,571,188,631 | — | $3,571,188,631 |
| 11 | Geller Advisors Llc | $5,904,626 | $3,528,659,487 | $31,829,798 | $3,560,489,285 |
| 12 | Alesco Advisors Llc | $2,803,349 | $3,540,629,605 | — | $3,540,629,605 |
| 13 | Inverness Counsel, Llc | $2,963,306 | $2,990,982,470 | $532,387,880 | $3,523,370,350 |
| 14 | Karpus Investment Management | $1,539,301 | $3,443,416,125 | — | $3,443,416,125 |
| 15 | Douglass Winthrop Advisors Llc | $3,564,625 | $3,243,736,243 | $21,460,033 | $3,265,196,276 |
| 16 | Roosevelt Investments | $572,661 | $2,538,869,168 | $158,366,293 | $2,697,235,461 |
| 17 | Barrett Asset Management, Llc | $2,468,168 | $1,874,569,093 | $250,523,842 | $2,125,092,935 |
| 18 | Gm Advisory Group, Inc. | $1,592,282 | $782,374,299 | $1,325,806,829 | $2,108,181,128 |
| 19 | Cobblestone Capital Advisors, Llc | $824,202 | $1,933,035,300 | $59,885,245 | $1,992,920,545 |
| 20 | Courier Capital, Llc | $1,356,597 | $1,533,658,935 | $375,073,370 | $1,908,732,305 |
| 21 | Capital Counsel Llc | $3,080,947 | $1,822,423,960 | $7,658,475 | $1,830,082,435 |
| 22 | Bridgewater Advisors Inc. | $675,755 | $1,656,274,752 | — | $1,656,274,752 |
| 23 | Altium Wealth Management Llc | $619,818 | $1,614,006,942 | — | $1,614,006,942 |
| 24 | Lenox Wealth Advisors, Llc | $676,354 | $1,591,459,926 | — | $1,591,459,926 |
| 25 | Aj Wealth | $1,692,922 | $1,209,000,000 | $274,000,000 | $1,483,000,000 |
| 26 | Howe And Rusling, Inc. | $731,761 | $1,341,377,258 | $2,135,062 | $1,343,512,320 |
| 27 | Altfest Personal Wealth Management | $447,279 | $1,300,000,000 | $15,000,000 | $1,315,000,000 |
| 28 | Ritholtz Wealth Management | $398,122 | $1,124,772,092 | $173,900,791 | $1,298,672,883 |
| 29 | Cornerstone Capital Inc. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 30 | Kings Point Capital Management Llc | $1,049,650 | $1,060,978,226 | $20,161,045 | $1,081,139,271 |
| 31 | Tortoise Investment Management, Llc | $472,545 | $1,062,261,385 | $8,998,124 | $1,071,259,509 |
| 32 | Pine Ridge Advisers Llc | $87,790,881 | $1,053,490,569 | — | $1,053,490,569 |
| 33 | Atlas Private Wealth Management, Llc | $249,092 | $1,002,344,503 | — | $1,002,344,503 |
| 34 | Forte Capital Llc | $476,579 | $907,476,139 | $79,994,661 | $987,470,800 |
| 35 | Next Capital Management Llc | $1,122,068 | $772,500,997 | $189,111,357 | $961,612,354 |
| 36 | Hollow Brook Wealth Management Llc | $3,695,257 | $282,700,000 | $652,200,000 | $934,900,000 |
| 37 | Edge Wealth Management, Llc | $1,148,359 | $933,616,108 | — | $933,616,108 |
| 38 | Greenline Partners | $22,775,000 | $616,000,000 | $295,000,000 | $911,000,000 |
| 39 | Yorkbridge Wealth Partners, Llc | $1,062,571 | $794,730,601 | $92,516,545 | $887,247,146 |
| 40 | Rockbridge Investment Management, Llc | $295,523 | $848,292,348 | $30,887,168 | $879,179,516 |
| 41 | Estabrook Capital Management Llc | $863,426 | $851,337,741 | — | $851,337,741 |
| 42 | Hudson Valley Investment Advisors, Inc. | $541,042 | $592,120,919 | $234,049,735 | $826,170,654 |
| 43 | Payne Capital Management, Llc | $224,005 | $211,942,894 | $612,173,119 | $824,116,013 |
| 44 | Griffin Asset Management, Llc | $1,380,672 | $815,570,545 | $5,929,455 | $821,500,000 |
| 45 | Matrix Asset Advisors Inc | $1,654,750 | $814,137,000 | — | $814,137,000 |
| 46 | Clear Harbor Asset Management, Llc | $840,797 | $790,264,287 | $1,766,204 | $792,030,491 |
| 47 | Sanderson Wealth Management, Llc | $680,440 | $108,509,523 | $671,955,132 | $780,464,655 |
| 48 | Ascent Wealth Partners, Llc | $563,559 | $729,479,746 | $39,778,357 | $769,258,103 |
| 49 | True North Management Group, Llc | $126,183,714 | $757,102,281 | — | $757,102,281 |
| 50 | Wealthstream Advisors, Inc. | $675,787 | $744,717,268 | — | $744,717,268 |
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.
