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 LLC | $22,025,802 | $20,649,758,635 | $7,168,829,885 | $27,818,588,520 |
| 2 | BBR Partners, LLC | $5,596,730 | $18,071,100,000 | $2,636,800,000 | $20,707,900,000 |
| 3 | Summit Rock Advisors, Lp | $113,938,334 | $9,650,039,882 | $9,947,353,638 | $19,597,393,520 |
| 4 | Tiedemann Advisors, LLC | $48,206,804 | $14,005,399,924 | $4,409,599,152 | $18,414,999,076 |
| 5 | Wealthspire Advisors LLC | $3,279,407 | $10,758,262,664 | $185,117,107 | $10,943,379,771 |
| 6 | Tag Associates LLC | $6,591,510 | $294,600,000 | $8,346,870,000 | $8,641,470,000 |
| 7 | Pinnacle Associates, Ltd. | $1,446,083 | $6,657,766,030 | — | $6,657,766,030 |
| 8 | Seven Bridges Advisors LLC | $42,429,521 | $2,748,960,828 | $3,657,896,854 | $6,406,857,682 |
| 9 | East End Advisors, LLC | $174,922,143 | $1,060,734,675 | $5,236,462,469 | $6,297,197,144 |
| 10 | Geller Advisors LLC | $6,667,150 | $4,579,193,896 | $27,806,988 | $4,607,000,884 |
| 11 | Alesco Advisors LLC | $3,221,938 | $4,249,736,239 | — | $4,249,736,239 |
| 12 | Kore Private Wealth, LLC | $1,235,903 | $4,189,712,433 | — | $4,189,712,433 |
| 13 | Inverness Counsel, LLC | $3,068,120 | $3,229,075,162 | $621,415,681 | $3,850,490,843 |
| 14 | Permanens Capital L.P. | $46,001,258 | $2,360,559,062 | $1,365,542,870 | $3,726,101,932 |
| 15 | Stelac Advisory Services LLC | $5,896,881 | $2,859,810,316 | $312,711,661 | $3,172,521,977 |
| 16 | ROOSEVELT INVESTMENTS | $572,661 | $2,538,869,168 | $158,366,293 | $2,697,235,461 |
| 17 | Barrett Asset Management, LLC | $2,691,245 | $2,213,910,935 | $302,403,469 | $2,516,314,404 |
| 18 | Cobblestone Capital Advisors, LLC | $894,898 | $2,269,581,111 | $61,627,667 | $2,331,208,778 |
| 19 | Capital Counsel LLC | $3,249,843 | $2,039,115,767 | $8,285,577 | $2,047,401,344 |
| 20 | AJ Wealth Strategies, LLC | $1,921,698 | $1,534,000,000 | $503,000,000 | $2,037,000,000 |
| 21 | Magnus Financial Group LLC | $783,717 | $1,819,790,600 | — | $1,819,790,600 |
| 22 | Bridgewater Advisors Inc. | $740,371 | $1,744,313,109 | — | $1,744,313,109 |
| 23 | Artemis Wealth Advisors, LLC | $114,842,022 | $1,534,855,407 | $187,774,925 | $1,722,630,332 |
| 24 | Altfest L J & Co Inc | $445,841 | $1,484,687,455 | $15,565,887 | $1,500,253,342 |
| 25 | Pine Ridge Advisers LLC | $79,198,267 | $1,425,568,811 | — | $1,425,568,811 |
| 26 | Nottingham Advisors Inc. | $611,904 | $1,329,384,916 | $70,039,372 | $1,399,424,288 |
| 27 | Howe And Rusling, Inc. | $740,213 | $1,382,275,090 | $3,404,498 | $1,385,679,588 |
| 28 | Kings Point Capital Management LLC | $1,166,334 | $1,329,608,497 | $40,833,975 | $1,370,442,472 |
| 29 | Forte Capital LLC | $562,392 | $1,129,876,092 | $73,643,383 | $1,203,519,475 |
| 30 | Tortoise Investment Management, LLC | $505,904 | $1,152,792,253 | $12,811,065 | $1,165,603,318 |
| 31 | CORNERSTONE CAPITAL INC. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 32 | Rockbridge Investment Management, LLC | $319,096 | $965,163,260 | $65,835,873 | $1,030,999,133 |
| 33 | Ellevest, Inc. | $9,117 | $1,005,597,453 | — | $1,005,597,453 |
| 34 | Yorkbridge Wealth Partners, LLC | $1,029,460 | $925,721,328 | $69,766,502 | $995,487,830 |
| 35 | Wealthstream Advisors, Inc. | $608,155 | $968,790,124 | — | $968,790,124 |
| 36 | NEXT CAPITAL MANAGEMENT LLC | $1,119,994 | $772,963,661 | $189,111,357 | $962,075,018 |
| 37 | GREENLINE PARTNERS | $22,775,000 | $616,000,000 | $295,000,000 | $911,000,000 |
| 38 | Hudson Valley Investment Advisors, Inc. | $567,697 | $680,616,618 | $224,293,175 | $904,909,793 |
| 39 | Ascent Wealth Partners, LLC | $597,800 | $853,248,091 | $42,854,559 | $896,102,650 |
| 40 | Payne Capital Management, LLC | $241,755 | $260,662,403 | $621,502,942 | $882,165,345 |
| 41 | Sanderson Wealth Management, LLC | $740,997 | $110,245,143 | $747,829,536 | $858,074,679 |
| 42 | Griffin Asset Management, LLC | $1,350,703 | $845,160,455 | $8,484,133 | $853,644,588 |
| 43 | Estabrook Capital Management LLC | $916,975 | $834,447,429 | — | $834,447,429 |
| 44 | QP Global Family Offices, LLC | $4,282,559 | $4,600,000 | $821,933,928 | $826,533,928 |
| 45 | Fusion Family Wealth, LLC | $764,486 | $796,000,000 | $22,000,000 | $818,000,000 |
| 46 | Charles Pratt & Company, L.L.C. | $1,219,711 | $625,185,353 | $179,824,006 | $805,009,359 |
| 47 | Matrix Asset Advisors Inc | $680,056 | $790,905,683 | — | $790,905,683 |
| 48 | Generation Capital Management LLC | $2,933,112 | $97,981,584 | $655,828,109 | $753,809,693 |
| 49 | Burns J W & Co Inc | $621,075 | $709,558,760 | $24,552,038 | $734,110,798 |
| 50 | Hollow Brook Wealth Management LLC | $2,595,017 | $254,599,853 | $466,814,804 | $721,414,657 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
