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
2BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
3Tiedemann Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
4Summit Rock Advisors$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
5TAG Associates$7,315,577$290,910,000$7,763,540,000$8,054,450,000
6Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
7East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
8KLS Professional Advisors Group$670,036$5,336,281,737$512,459,476$5,848,741,213
9Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
10Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
11Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
12Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
13Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
14Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
15Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
16Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
17EMM Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
18Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
19Barrett Asset Management$2,025,661$1,516,061,884$199,673,030$1,715,734,914
20Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
21GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
22Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
23Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
24Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
25Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
26Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
27Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
28Nottingham Advisors Inc.$506,715$1,044,913,946$75,432,521$1,120,346,467
29Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
30Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
31Tortoise Investment Management$388,234$938,361,733$14,752,952$953,114,685
32Next Capital Management LLC$832,568$760,765,228$181,701,372$942,466,600
33AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
34Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
35Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
36Forte Capital$404,967$758,111,922$39,672,725$797,784,647
37Kings Point Capital Management$987,671$778,350,647$10,798,816$789,149,463
38True North Management Group$157,196,299$785,981,493$785,981,493
39Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
40Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
41Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
42Sanderson Wealth Management$463,331$79,669,321$587,063,738$666,733,059
43Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
44Payne Capital Management, LLC$185,284$212,300,664$426,187,876$638,488,540
45Charles Pratt & Company$953,162$478,346,485$139,302,720$617,649,205
46Fusion Family Wealth$491,537$550,360,000$20,315,000$570,675,000
47Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
48Generation Capital Management LLC$2,300,476$67,925,487$486,489,218$554,414,705
49Ascent Wealth Partners, LLC$404,291$521,007,523$20,742,749$541,750,272
50Cooper/Haims Advisors$401,128$486,166,659$486,166,659
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Showing 1 to 50 of 129 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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