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 Llc$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
2Bbr Partners, Llc$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
3Tiedemann Advisors, Llc$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
4Summit Rock Advisors, Lp$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
5Tag Associates Llc$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, Llc$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
8Pinnacle Associates, Ltd.$1,228,377$5,323,786,659$5,323,786,659
9Seven Bridges Advisors Llc$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
10Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
11Permanens Capital L.P.$64,402,357$2,674,114,967$932,417,041$3,606,532,008
12Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
13Alesco Advisors Llc$2,918,846$3,368,348,349$3,368,348,349
14Geller Advisors Llc$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
18Roosevelt Investments$480,003$1,989,933,600$129,757,657$2,119,691,257
19Bender Lane Advisory, LLC$3,097,192$1,713,791,336$88,774,622$1,802,565,958
20Cobblestone Capital Advisors, Llc$755,105$1,593,123,339$156,455,606$1,749,578,945
21Barrett Asset Management, Llc$2,025,661$1,516,061,884$199,673,030$1,715,734,914
22Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
23Capital Counsel Llc$2,728,079$1,510,355,151$6,456,768$1,516,811,919
24GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
25Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
26Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
27Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
28Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
29Artemis Wealth Advisors, Llc$92,228,565$683,879,346$515,092,000$1,198,971,346
30Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
31Nottingham Advisors Inc.$504,827$1,044,913,946$71,258,159$1,116,172,105
32Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
33Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
34Tortoise Investment Management, Llc$388,234$938,361,733$14,752,952$953,114,685
35Atlas Private Wealth Management, LLC$278,299$944,548,272$944,548,272
36Next Capital Management Llc$832,568$760,765,228$181,701,372$942,466,600
37Aj Wealth$1,302,391$708,000,000$218,000,000$926,000,000
38Pine Ridge Advisers Llc$71,949,209$863,390,502$863,390,502
39Edge Wealth Management, Llc$1,140,763$839,601,672$839,601,672
40Forte Capital Llc$404,967$758,111,922$39,672,725$797,784,647
41Kings Point Capital Management Llc$987,671$778,350,647$10,798,816$789,149,463
42True North Management Group$157,196,299$785,981,493$785,981,493
43Yorkbridge Wealth Partners, Llc$940,379$696,630,109$60,375,326$757,005,435
44Hudson Valley Investment Advisors, Inc.$512,799$595,621,262$150,500,986$746,122,248
45Estabrook Capital Management Llc$731,021$721,517,474$721,517,474
46Matrix Asset Advisors Inc$1,446,355$717,392,000$717,392,000
47Rockbridge Investment Management, Llc$247,341$656,466,363$51,918,527$708,384,890
48Sanderson Wealth Management, Llc$463,331$79,669,321$587,063,738$666,733,059
49Clear Harbor Asset Management, Llc$643,276$642,429,598$1,489,177$643,918,775
50Payne Capital Management, Llc$185,284$212,300,664$426,187,876$638,488,540
Next Page »

Showing 1 to 50 of 141 entries

Page 1 | 2 | 3

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.