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 | Summit Rock Advisors, Lp | $113,938,334 | $9,650,039,882 | $9,947,353,638 | $19,597,393,520 |
| 2 | Tag Associates LLC | $6,591,510 | $294,600,000 | $8,346,870,000 | $8,641,470,000 |
| 3 | Silvercrest Asset Management Group LLC | $22,025,802 | $20,649,758,635 | $7,168,829,885 | $27,818,588,520 |
| 4 | East End Advisors, LLC | $174,922,143 | $1,060,734,675 | $5,236,462,469 | $6,297,197,144 |
| 5 | Tiedemann Advisors, LLC | $48,206,804 | $14,005,399,924 | $4,409,599,152 | $18,414,999,076 |
| 6 | Seven Bridges Advisors LLC | $42,429,521 | $2,748,960,828 | $3,657,896,854 | $6,406,857,682 |
| 7 | BBR Partners, LLC | $5,596,730 | $18,071,100,000 | $2,636,800,000 | $20,707,900,000 |
| 8 | Permanens Capital L.P. | $46,001,258 | $2,360,559,062 | $1,365,542,870 | $3,726,101,932 |
| 9 | CORNERSTONE CAPITAL INC. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 10 | QP Global Family Offices, LLC | $4,282,559 | $4,600,000 | $821,933,928 | $826,533,928 |
| 11 | Sanderson Wealth Management, LLC | $740,997 | $110,245,143 | $747,829,536 | $858,074,679 |
| 12 | Generation Capital Management LLC | $2,933,112 | $97,981,584 | $655,828,109 | $753,809,693 |
| 13 | Payne Capital Management, LLC | $241,755 | $260,662,403 | $621,502,942 | $882,165,345 |
| 14 | Inverness Counsel, LLC | $3,068,120 | $3,229,075,162 | $621,415,681 | $3,850,490,843 |
| 15 | Beekman Wealth Advisory, LLC | $73,571,429 | — | $515,000,000 | $515,000,000 |
| 16 | AJ Wealth Strategies, LLC | $1,921,698 | $1,534,000,000 | $503,000,000 | $2,037,000,000 |
| 17 | Hollow Brook Wealth Management LLC | $2,595,017 | $254,599,853 | $466,814,804 | $721,414,657 |
| 18 | BRITE ADVISORS USA, INC. | $442,744 | — | $384,744,795 | $384,744,795 |
| 19 | Stelac Advisory Services LLC | $5,896,881 | $2,859,810,316 | $312,711,661 | $3,172,521,977 |
| 20 | Barrett Asset Management, LLC | $2,691,245 | $2,213,910,935 | $302,403,469 | $2,516,314,404 |
| 21 | GREENLINE PARTNERS | $22,775,000 | $616,000,000 | $295,000,000 | $911,000,000 |
| 22 | Hudson Valley Investment Advisors, Inc. | $567,697 | $680,616,618 | $224,293,175 | $904,909,793 |
| 23 | Ashford Advisors, LLC | $2,830,084 | $438,983,495 | $200,615,498 | $639,598,993 |
| 24 | Southwind Associates Of Nj Inc. | $5,366,102 | $83,794,167 | $189,877,043 | $273,671,210 |
| 25 | NEXT CAPITAL MANAGEMENT LLC | $1,119,994 | $772,963,661 | $189,111,357 | $962,075,018 |
| 26 | Artemis Wealth Advisors, LLC | $114,842,022 | $1,534,855,407 | $187,774,925 | $1,722,630,332 |
| 27 | Wealthspire Advisors LLC | $3,279,407 | $10,758,262,664 | $185,117,107 | $10,943,379,771 |
| 28 | Charles Pratt & Company, L.L.C. | $1,219,711 | $625,185,353 | $179,824,006 | $805,009,359 |
| 29 | IFC Personal Money Managers, Inc. | $764,444 | — | $172,000,000 | $172,000,000 |
| 30 | Crescent Hill Partners LLC | $552,344 | $93,477,086 | $168,334,188 | $261,811,274 |
| 31 | ROOSEVELT INVESTMENTS | $572,661 | $2,538,869,168 | $158,366,293 | $2,697,235,461 |
| 32 | HFH Planning Inc. | $342,586 | — | $147,312,143 | $147,312,143 |
| 33 | ADC Wealth Management, LLC | $623,500 | — | $143,405,000 | $143,405,000 |
| 34 | Blacktower Financial Management (Us) LLC | $568,364 | — | $131,291,982 | $131,291,982 |
| 35 | Cornell Pochily Investment Advisors, Inc. | $432,397 | $408,053,971 | $116,876,322 | $524,930,293 |
| 36 | Heron Financial Group, LLC | $241,675 | $240,157,447 | $112,205,256 | $352,362,703 |
| 37 | TOUCHSTONE ADVISORY, LLC | $498,547 | — | $106,689,027 | $106,689,027 |
| 38 | Financial Partners Capital Management, LLC | $1,068,657 | $552,337,206 | $101,680,874 | $654,018,080 |
| 39 | Taylor And Taylor Financial Services Usa LLC | $690,474 | — | $100,118,658 | $100,118,658 |
| 40 | Sage Capital Management LLC | $751,120 | $252,190,649 | $82,057,808 | $334,248,457 |
| 41 | Shade Tree Advisors LLC | $8,401,016 | $149,239,517 | $77,587,903 | $226,827,420 |
| 42 | Amore Ambro, LLC | $651,797 | $87,496,000 | $76,105,164 | $163,601,164 |
| 43 | Forte Capital LLC | $562,392 | $1,129,876,092 | $73,643,383 | $1,203,519,475 |
| 44 | W.G.Shaheen & Associates,Ltd. | $590,939 | $630,418,456 | $71,617,663 | $702,036,119 |
| 45 | Milestones Private Investment Advisors LLC | $257,534 | $80,706,961 | $70,208,124 | $150,915,085 |
| 46 | Nottingham Advisors Inc. | $611,904 | $1,329,384,916 | $70,039,372 | $1,399,424,288 |
| 47 | Yorkbridge Wealth Partners, LLC | $1,029,460 | $925,721,328 | $69,766,502 | $995,487,830 |
| 48 | Iadvise Partners LLC | $5,473,002 | $100,993,120 | $68,669,940 | $169,663,060 |
| 49 | Shulman Demeo Asset Management, LLC | $710,709 | $515,306,328 | $66,764,122 | $582,070,450 |
| 50 | SOURCE FINANCIAL ADVISORS, LLC | $1,533,962 | $398,176,690 | $66,613,880 | $464,790,570 |
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.
