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 LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
2BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
3Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
4Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
5Summit Rock Advisors, Lp$113,938,334$9,650,039,882$9,947,353,638$19,597,393,520
6Pinnacle Associates, Ltd.$1,446,083$6,657,766,030$6,657,766,030
7Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
8Alesco Advisors LLC$3,221,938$4,249,736,239$4,249,736,239
9Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
10Inverness Counsel, LLC$3,068,120$3,229,075,162$621,415,681$3,850,490,843
11Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
12Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
13ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
14Permanens Capital L.P.$46,001,258$2,360,559,062$1,365,542,870$3,726,101,932
15Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
16Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
17Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
18Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
19Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
20Artemis Wealth Advisors, LLC$114,842,022$1,534,855,407$187,774,925$1,722,630,332
21AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
22Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
23Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
24Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
25Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
26Nottingham Advisors Inc.$611,904$1,329,384,916$70,039,372$1,399,424,288
27Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
28Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
29East End Advisors, LLC$174,922,143$1,060,734,675$5,236,462,469$6,297,197,144
30Ellevest, Inc.$9,117$1,005,597,453$1,005,597,453
31Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
32Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
33Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
34Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
35Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
36Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
37Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
38Matrix Asset Advisors Inc$680,056$790,905,683$790,905,683
39NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
40Burns J W & Co Inc$621,075$709,558,760$24,552,038$734,110,798
41Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
42Avestar Capital, LLC$803,975$703,478,380$703,478,380
43Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
44W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
45Charles Pratt & Company, L.L.C.$1,219,711$625,185,353$179,824,006$805,009,359
46GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
47Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
48James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
49Fagan Associates Inc$366,691$554,047,847$1,121,865$555,169,712
50Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.