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$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
2BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
3Tiedemann Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
4Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
5Summit Rock Advisors$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
6KLS Professional Advisors Group$670,036$5,336,281,737$512,459,476$5,848,741,213
7Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
8Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
9Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
10Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
11Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
12Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
13Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
14Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
15Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
16Barrett Asset Management$2,025,661$1,516,061,884$199,673,030$1,715,734,914
17East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
18Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
19Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
20Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
21Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
22Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
23Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
24Nottingham Advisors Inc.$506,715$1,044,913,946$75,432,521$1,120,346,467
25Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
26Tortoise Investment Management$388,234$938,361,733$14,752,952$953,114,685
27Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
28Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
29True North Management Group$157,196,299$785,981,493$785,981,493
30Kings Point Capital Management$987,671$778,350,647$10,798,816$789,149,463
31Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
32Next Capital Management LLC$832,568$760,765,228$181,701,372$942,466,600
33Forte Capital$404,967$758,111,922$39,672,725$797,784,647
34AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
35Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
36GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
37Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
38Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
39Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
40Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
41Fusion Family Wealth$491,537$550,360,000$20,315,000$570,675,000
42Ascent Wealth Partners, LLC$404,291$521,007,523$20,742,749$541,750,272
43Cooper/Haims Advisors$401,128$486,166,659$486,166,659
44Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
45Charles Pratt & Company$953,162$478,346,485$139,302,720$617,649,205
46Bbr Partners, Llc$16,241,379$457,000,000$14,000,000$471,000,000
47Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
48Financial Partners Capital Management, LLC$860,051$434,373,342$31,774,364$466,147,706
49Clearmark Partners, LLC$107,870,250$431,481,000$431,481,000
50King Wealth Management Group, LLC$307,669$429,661,784$9,381,432$439,043,216
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Showing 1 to 50 of 129 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 2,206 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.

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