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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

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

Showing 1 to 50 of 160 entries

Page 1 | 2 | 3 | 4

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 Carline Murphy.

*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.