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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Silvercrest Asset Management Group$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
2BBR Partners$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
3Evercore Wealth Management, Llc$2,981,158$9,063,713,169$133,160,171$9,196,873,340
4Summit Rock Advisors$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
5Pinnacle Associates, Ltd.$1,413,867$6,245,050,417$6,245,050,417
6Permanens Capital L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
7Kore Private Wealth, Llc$1,172,034$3,571,188,631$3,571,188,631
8Alesco Advisors Llc$2,803,349$3,540,629,605$3,540,629,605
9Geller Advisors Llc$5,904,626$3,528,659,487$31,829,798$3,560,489,285
10Karpus Investment Management$1,539,301$3,443,416,125$3,443,416,125
11Douglass Winthrop Advisors Llc$3,564,625$3,243,736,243$21,460,033$3,265,196,276
12Inverness Counsel, Llc$2,963,306$2,990,982,470$532,387,880$3,523,370,350
13Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
14Roosevelt Investments$572,661$2,538,869,168$158,366,293$2,697,235,461
15Cobblestone Capital Advisors, Llc$824,202$1,933,035,300$59,885,245$1,992,920,545
16Barrett Asset Management, Llc$2,468,168$1,874,569,093$250,523,842$2,125,092,935
17Capital Counsel Llc$3,080,947$1,822,423,960$7,658,475$1,830,082,435
18Bridgewater Advisors Inc.$675,755$1,656,274,752$1,656,274,752
19Altium Wealth Management Llc$619,818$1,614,006,942$1,614,006,942
20Lenox Wealth Advisors, Llc$676,354$1,591,459,926$1,591,459,926
21Courier Capital, Llc$1,356,597$1,533,658,935$375,073,370$1,908,732,305
22Howe And Rusling, Inc.$731,761$1,341,377,258$2,135,062$1,343,512,320
23Altfest Personal Wealth Management$447,279$1,300,000,000$15,000,000$1,315,000,000
24Aj Wealth$1,692,922$1,209,000,000$274,000,000$1,483,000,000
25Ritholtz Wealth Management$398,122$1,124,772,092$173,900,791$1,298,672,883
26Tortoise Investment Management, Llc$472,545$1,062,261,385$8,998,124$1,071,259,509
27Kings Point Capital Management Llc$1,049,650$1,060,978,226$20,161,045$1,081,139,271
28Pine Ridge Advisers Llc$87,790,881$1,053,490,569$1,053,490,569
29Atlas Private Wealth Management, Llc$249,092$1,002,344,503$1,002,344,503
30Edge Wealth Management, Llc$1,148,359$933,616,108$933,616,108
31Forte Capital Llc$476,579$907,476,139$79,994,661$987,470,800
32East End Advisors$187,834,233$898,706,873$5,111,988,573$6,010,695,446
33Estabrook Capital Management Llc$863,426$851,337,741$851,337,741
34Rockbridge Investment Management, Llc$295,523$848,292,348$30,887,168$879,179,516
35Griffin Asset Management, Llc$1,380,672$815,570,545$5,929,455$821,500,000
36Matrix Asset Advisors Inc$1,654,750$814,137,000$814,137,000
37Yorkbridge Wealth Partners, Llc$1,062,571$794,730,601$92,516,545$887,247,146
38Clear Harbor Asset Management, Llc$840,797$790,264,287$1,766,204$792,030,491
39Gm Advisory Group, Inc.$1,592,282$782,374,299$1,325,806,829$2,108,181,128
40Next Capital Management Llc$1,122,068$772,500,997$189,111,357$961,612,354
41True North Management Group, Llc$126,183,714$757,102,281$757,102,281
42Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
43Ascent Wealth Partners, Llc$563,559$729,479,746$39,778,357$769,258,103
44Fusion Family Wealth, Llc$598,230$647,000,000$29,000,000$676,000,000
45Greenline Partners$22,775,000$616,000,000$295,000,000$911,000,000
46Whitney & Company$1,279,866$603,544,665$3,111,837$606,656,502
47Hudson Valley Investment Advisors, Inc.$541,042$592,120,919$234,049,735$826,170,654
48Ellevest$12,174$580,661,339$580,661,339
49J.W.Burns & Company, Inc.$518,392$541,092,575$19,288,855$560,381,430
50King Wealth Management Group, Llc$368,765$536,798,544$17,455,220$554,253,764
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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.