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