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 | TAG ASSOCIATES LLC | $8,051,707 | $277,830,000 | $8,071,790,000 | $8,349,620,000 |
| 2 | SUMMIT ROCK ADVISORS, LP | $103,943,704 | $7,885,247,865 | $7,914,195,146 | $15,799,443,011 |
| 3 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $19,662,808 | $18,753,815,040 | $6,316,265,175 | $25,070,080,215 |
| 4 | EAST END ADVISORS, LLC | $187,834,233 | $898,706,873 | $5,111,988,573 | $6,010,695,446 |
| 5 | TIEDEMANN ADVISORS, LLC | $40,943,165 | $13,613,751,880 | $3,705,206,920 | $17,318,958,800 |
| 6 | SEVEN BRIDGES ADVISORS LLC | $38,154,959 | $2,382,435,298 | $2,730,329,204 | $5,112,764,502 |
| 7 | BBR PARTNERS, LLC | $4,968,583 | $15,627,400,000 | $2,259,500,000 | $17,886,900,000 |
| 8 | CORNERSTONE CAPITAL INC. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 9 | PERMANENS CAPITAL L.P. | $57,819,690 | $3,633,634,135 | $991,941,049 | $4,625,575,184 |
| 10 | SANDERSON WEALTH MANAGEMENT, LLC | $680,440 | $108,509,523 | $671,955,132 | $780,464,655 |
| 11 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,695,257 | $282,700,000 | $652,200,000 | $934,900,000 |
| 12 | PAYNE CAPITAL MANAGEMENT, LLC | $224,005 | $211,942,894 | $612,173,119 | $824,116,013 |
| 13 | GENERATION CAPITAL MANAGEMENT LLC | $2,603,289 | $76,638,716 | $589,803,336 | $666,442,052 |
| 14 | QP GLOBAL FAMILY OFFICES, LLC | $48,143,403 | — | $577,720,838 | $577,720,838 |
| 15 | INVERNESS COUNSEL, LLC | $2,963,306 | $2,990,982,470 | $532,387,880 | $3,523,370,350 |
| 16 | BRITE ADVISORS USA, INC. | $442,744 | — | $384,744,795 | $384,744,795 |
| 17 | GREENLINE PARTNERS | $22,775,000 | $616,000,000 | $295,000,000 | $911,000,000 |
| 18 | AJ WEALTH | $1,692,922 | $1,209,000,000 | $274,000,000 | $1,483,000,000 |
| 19 | BARRETT ASSET MANAGEMENT, LLC | $2,468,168 | $1,874,569,093 | $250,523,842 | $2,125,092,935 |
| 20 | HUDSON VALLEY INVESTMENT ADVISORS, INC. | $541,042 | $592,120,919 | $234,049,735 | $826,170,654 |
| 21 | NEXT CAPITAL MANAGEMENT LLC | $1,119,994 | $772,963,661 | $189,111,357 | $962,075,018 |
| 22 | CRESCENT HILL PARTNERS LLC | $586,315 | $67,267,422 | $178,398,577 | $245,665,999 |
| 23 | CHARLES PRATT & COMPANY, L.L.C. | $1,106,109 | $565,199,158 | $159,302,391 | $724,501,549 |
| 24 | ROOSEVELT INVESTMENTS | $572,661 | $2,538,869,168 | $158,366,293 | $2,697,235,461 |
| 25 | ASHFORD ADVISORS, LLC | $2,315,093 | $387,054,680 | $154,677,079 | $541,731,759 |
| 26 | IFC PERSONAL MONEY MANAGERS, INC. | $745,000 | — | $149,000,000 | $149,000,000 |
| 27 | ADC WEALTH MANAGEMENT, LLC | $593,107 | — | $139,973,229 | $139,973,229 |
| 28 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $417,242 | $362,025,034 | $135,327,652 | $497,352,686 |
| 29 | HERON WEALTH | $300,312 | $223,733,264 | $118,622,692 | $342,355,956 |
| 30 | TOUCHSTONE ADVISORY, LLC | $498,547 | — | $106,689,027 | $106,689,027 |
| 31 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,062,571 | $794,730,601 | $92,516,545 | $887,247,146 |
| 32 | IADVISE PARTNERS | $4,282,367 | $71,882,751 | $90,847,184 | $162,729,935 |
| 33 | FORTE CAPITAL LLC | $476,579 | $907,476,139 | $79,994,661 | $987,470,800 |
| 34 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $919,950 | $483,036,717 | $79,972,799 | $563,009,516 |
| 35 | AMORE AMBRO, LLC | $690,786 | $58,602,348 | $78,864,081 | $137,466,429 |
| 36 | SAGE CAPITAL MANAGEMENT LLC | $709,153 | $259,141,177 | $78,415,566 | $337,556,743 |
| 37 | NOTTINGHAM ADVISORS INC. | $580,812 | $1,199,092,962 | $71,142,899 | $1,270,235,861 |
| 38 | SOURCE FINANCIAL ADVISORS, LLC | $1,533,962 | $398,176,690 | $66,613,880 | $464,790,570 |
| 39 | THE DAVID J. YVARS GROUP, INC. | $290,704 | $178,953,863 | $61,458,245 | $240,412,108 |
| 40 | SENECA FINANCIAL ADVISORS LLC | $595,635 | $331,874,703 | $61,244,446 | $393,119,149 |
| 41 | COBBLESTONE CAPITAL ADVISORS, LLC | $824,202 | $1,933,035,300 | $59,885,245 | $1,992,920,545 |
| 42 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $248,973 | $75,543,353 | $59,648,774 | $135,192,127 |
| 43 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $640,659 | $465,526,208 | $59,173,408 | $524,699,616 |
| 44 | LANDMARK WEALTH MANAGEMENT | $1,422,018 | $255,200,000 | $54,800,000 | $310,000,000 |
| 45 | FRISCH FINANCIAL GROUP, INC. | $367,390 | $431,230,441 | $49,682,951 | $480,913,392 |
| 46 | FIELDER CAPITAL GROUP LLC | $1,206,037 | $150,557,286 | $49,644,791 | $200,202,077 |
| 47 | ASCENT WEALTH PARTNERS, LLC | $563,559 | $729,479,746 | $39,778,357 | $769,258,103 |
| 48 | FINANCIAL ASSET MANAGEMENT CORP | $363,237 | $207,516,459 | $39,121,489 | $246,637,948 |
| 49 | FRANCIS FINANCIAL | $456,228 | $269,596,970 | $36,988,341 | $306,585,311 |
| 50 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,509,958 | $429,791,771 | $35,275,264 | $465,067,035 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
