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 | $15,625,811 | $14,244,613,832 | $4,787,623,832 | $19,032,237,664 |
| 2 | BBR Partners | $4,328,665 | $13,748,600,000 | $2,137,600,000 | $15,886,200,000 |
| 3 | Tiedemann Wealth Management | $34,203,025 | $11,574,258,492 | $2,346,372,568 | $13,920,631,060 |
| 4 | Summit Rock Advisors | $98,711,274 | $6,450,306,338 | $7,270,560,761 | $13,720,867,099 |
| 5 | TAG Associates | $7,315,577 | $290,910,000 | $7,763,540,000 | $8,054,450,000 |
| 6 | Evercore Wealth Management, LLC | $2,623,114 | $7,504,317,190 | $55,498,541 | $7,559,815,731 |
| 7 | East End Advisors | $192,691,536 | $1,487,300,049 | $4,871,520,629 | $6,358,820,678 |
| 8 | KLS Professional Advisors Group | $670,036 | $5,336,281,737 | $512,459,476 | $5,848,741,213 |
| 9 | Pinnacle Associates, Ltd.. | $1,228,377 | $5,323,786,659 | — | $5,323,786,659 |
| 10 | Seven Bridges Advisors LLC | $40,547,286 | $2,223,312,324 | $2,845,098,421 | $5,068,410,745 |
| 11 | Joel Isaacson & Co. | $937,552 | $2,341,552,781 | $1,795,864,404 | $4,137,417,185 |
| 12 | Klingenstein Fields Wealth Advisors | $2,894,727 | $3,455,506,704 | $6,587,177 | $3,462,093,881 |
| 13 | Alesco Advisors | $2,918,846 | $3,368,348,349 | — | $3,368,348,349 |
| 14 | Geller Advisors | $5,857,159 | $3,115,857,227 | $29,437,035 | $3,145,294,262 |
| 15 | Kore Private Wealth, LLC | $1,237,448 | $2,807,770,565 | — | $2,807,770,565 |
| 16 | Douglass Winthrop Advisors LLC | $2,840,432 | $2,395,957,750 | $26,930,842 | $2,422,888,592 |
| 17 | EMM Wealth | $17,536,439 | $26,158,037 | $2,288,651,961 | $2,314,809,998 |
| 18 | Cobblestone Capital Advisors | $755,105 | $1,593,123,339 | $156,455,606 | $1,749,578,945 |
| 19 | Barrett Asset Management | $2,025,661 | $1,516,061,884 | $199,673,030 | $1,715,734,914 |
| 20 | Courier Capital, LLC | $1,161,362 | $1,330,303,804 | $300,248,934 | $1,630,552,738 |
| 21 | GM Advisory Group, Inc. | $1,203,622 | $695,352,368 | $720,106,627 | $1,415,458,995 |
| 22 | Bridgewater Advisors Inc. | $600,865 | $1,323,705,174 | — | $1,323,705,174 |
| 23 | Lenox Wealth Advisors, Inc. | $629,922 | $1,276,221,413 | — | $1,276,221,413 |
| 24 | Altfest Personal Wealth Management | $431,373 | $1,200,000,000 | $10,000,000 | $1,210,000,000 |
| 25 | Altium Wealth Management LLC | $1,511,232 | $1,202,940,722 | — | $1,202,940,722 |
| 26 | Artemis Wealth Advisors | $92,228,565 | $683,879,346 | $515,092,000 | $1,198,971,346 |
| 27 | Howe And Rusling, Inc. | $681,215 | $1,175,820,197 | $2,001,287 | $1,177,821,484 |
| 28 | Nottingham Advisors Inc. | $506,715 | $1,044,913,946 | $75,432,521 | $1,120,346,467 |
| 29 | Ritholtz Wealth Management | $385,554 | $983,738,474 | $20,242,961 | $1,003,981,435 |
| 30 | Cornerstone Capital Inc. | $4,782,965 | $102,790,125 | $863,368,839 | $966,158,964 |
| 31 | Tortoise Investment Management | $388,234 | $938,361,733 | $14,752,952 | $953,114,685 |
| 32 | Next Capital Management LLC | $832,568 | $760,765,228 | $181,701,372 | $942,466,600 |
| 33 | AJ Wealth | $1,302,391 | $708,000,000 | $218,000,000 | $926,000,000 |
| 34 | Pine Ridge Advisers LLC | $71,949,209 | $863,390,502 | — | $863,390,502 |
| 35 | Edge Wealth Management, LLC | $1,140,763 | $839,601,672 | — | $839,601,672 |
| 36 | Forte Capital | $404,967 | $758,111,922 | $39,672,725 | $797,784,647 |
| 37 | Kings Point Capital Management | $987,671 | $778,350,647 | $10,798,816 | $789,149,463 |
| 38 | True North Management Group | $157,196,299 | $785,981,493 | — | $785,981,493 |
| 39 | Atlas Private Wealth Management, LLC | $255,934 | $765,500,038 | — | $765,500,038 |
| 40 | Yorkbridge Wealth Partners, LLC | $940,379 | $696,630,109 | $60,375,326 | $757,005,435 |
| 41 | Rockbridge Investment Management, LLC | $247,341 | $656,466,363 | $51,918,527 | $708,384,890 |
| 42 | Sanderson Wealth Management | $463,331 | $79,669,321 | $587,063,738 | $666,733,059 |
| 43 | Clear Harbor Asset Management, LLC | $643,276 | $642,429,598 | $1,489,177 | $643,918,775 |
| 44 | Payne Capital Management, LLC | $185,284 | $212,300,664 | $426,187,876 | $638,488,540 |
| 45 | Charles Pratt & Company | $953,162 | $478,346,485 | $139,302,720 | $617,649,205 |
| 46 | Fusion Family Wealth | $491,537 | $550,360,000 | $20,315,000 | $570,675,000 |
| 47 | Wealthstream Advisors, Inc. | $499,965 | $568,460,593 | — | $568,460,593 |
| 48 | Generation Capital Management LLC | $2,300,476 | $67,925,487 | $486,489,218 | $554,414,705 |
| 49 | Ascent Wealth Partners, LLC | $404,291 | $521,007,523 | $20,742,749 | $541,750,272 |
| 50 | Cooper/Haims Advisors | $401,128 | $486,166,659 | — | $486,166,659 |
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.
