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$17,506,326$15,998,057,503$5,342,153,380$21,340,210,883
2BBR Partners$4,437,250$12,214,800,000$1,984,400,000$14,199,200,000
3Summit Rock Advisors$104,506,352$6,421,259,471$6,955,553,518$13,376,812,989
4Tiedemann Wealth Management$27,215,939$9,778,918,356$2,522,686,287$12,301,604,643
5TAG Associates$7,311,887$344,510,000$8,334,700,000$8,679,210,000
6HPM Partners LLC$5,165,693$5,896,714,552$1,536,718,166$7,433,432,718
7Evercore Wealth Management, LLC$2,763,808$7,282,204,358$47,415,336$7,329,619,694
8Pinnacle Associates, Ltd..$1,563,182$6,496,586,132$0$6,496,586,132
9East End Advisors$208,658,618$1,011,222,663$5,457,194,499$6,468,417,162
10KLS Professional Advisors Group$712,675$5,611,877,619$590,536,950$6,202,414,569
11Seven Bridges Advisors LLC$37,312,256$2,295,813,217$2,629,404,593$4,925,217,810
12Joel Isaacson & Co.$1,022,987$2,133,386,803$1,723,272,482$3,856,659,285
13Klingenstein Fields Wealth Advisors$3,097,979$3,631,199,844$5,827,106$3,637,026,950
14Geller Advisors$6,375,922$3,391,723,125$32,147,038$3,423,870,163
15Alesco Advisors$3,076,049$3,306,752,612$0$3,306,752,612
16EMM Wealth$21,122,079$18,416,874$2,579,598,867$2,598,015,741
17Douglass Winthrop Advisors LLC$3,049,139$2,390,420,330$27,546,864$2,417,967,194
18Kore Private Wealth, LLC$1,448,347$2,300,322,114$105,381,648$2,405,703,762
19Stelac Advisory Services LLC$4,674,822$1,003,713,977$847,515,509$1,851,229,486
20Barrett Asset Management$2,192,863$1,597,959,543$215,537,954$1,813,497,497
21Cobblestone Capital Advisors$847,195$1,620,632,711$167,796,343$1,788,429,054
22Courier Capital, LLC$1,263,070$1,336,598,346$348,337,216$1,684,935,562
23Bridgewater Advisors Inc.$356,604$1,430,694,500$0$1,430,694,500
24Altfest Personal Wealth Management$453,838$1,338,977,000$753,000$1,339,730,000
25Nottingham Advisors Inc.$510,029$1,169,810,725$6,316,707$1,176,127,432
26Howe And Rusling, Inc.$632,405$1,133,949,925$10,071,487$1,144,021,412
27Lenox Wealth Advisors, Inc.$750,693$1,120,784,232$0$1,120,784,232
28Cornerstone Capital Inc.$3,136,551$110,076,585$896,756,285$1,006,832,870
29True North Management Group$124,932,080$999,456,643$0$999,456,643
30Atlas Private Wealth Management, LLC$295,527$976,124,846$0$976,124,846
31Tortoise Investment Management$403,171$907,577,320$9,635,612$917,212,932
32Altium Wealth Management LLC$1,350,250$911,418,553$0$911,418,553
33Next Capital Management LLC$886,789$755,879,811$149,531,447$905,411,258
34Pine Ridge Advisers LLC$72,919,486$875,033,826$0$875,033,826
35Financial Partners Capital Management, LLC$1,332,590$821,514,089$22,015,064$843,529,153
36Edge Wealth Management, LLC$1,151,934$835,152,028$0$835,152,028
37Artemis Wealth Advisors$54,929,770$550,628,551$273,318,000$823,946,551
38GM Advisory Group, Inc.$716,035$733,787,622$87,504,518$821,292,140
39Yorkbridge Wealth Partners, LLC$1,046,026$650,445,037$154,994,781$805,439,818
40Kings Point Capital Management$1,081,064$793,556,143$7,512,034$801,068,177
41Forte Capital$416,797$742,070,513$45,258,832$787,329,345
42Eisneramper Wealth Advisors LLC$12,221,283$234,935,608$547,226,516$782,162,124
43AJ Wealth$1,635,974$614,000,000$150,000,000$764,000,000
44Sanderson Wealth Management$607,055$77,131,502$664,689,929$741,821,431
45Clear Harbor Asset Management, LLC$786,171$739,375,297$1,197,947$740,573,244
46Rockbridge Investment Management, LLC$280,343$685,206,585$32,471,875$717,678,460
47Ritholtz Wealth Management$364,121$708,214,383$0$708,214,383
48Payne Capital Management, LLC$224,151$204,087,108$468,815,508$672,902,616
49Charles Pratt & Company$1,027,131$500,697,479$160,775,139$661,472,618
50Fusion Family Wealth$489,642$601,371,659$24,879,941$626,251,600
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Showing 1 to 50 of 133 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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