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
3Summit Rock Advisors, Lp$113,938,334$9,650,039,882$9,947,353,638$19,597,393,520
4Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
5Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
6Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
7Pinnacle Associates, Ltd.$1,446,083$6,657,766,030$6,657,766,030
8Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
9East End Advisors, LLC$174,922,143$1,060,734,675$5,236,462,469$6,297,197,144
10Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
11Alesco Advisors LLC$3,221,938$4,249,736,239$4,249,736,239
12Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
13Inverness Counsel, LLC$3,068,120$3,229,075,162$621,415,681$3,850,490,843
14Permanens Capital L.P.$46,001,258$2,360,559,062$1,365,542,870$3,726,101,932
15Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
16ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
17Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
18Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
19Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
20AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
21Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
22Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
23Artemis Wealth Advisors, LLC$114,842,022$1,534,855,407$187,774,925$1,722,630,332
24Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
25Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
26Nottingham Advisors Inc.$611,904$1,329,384,916$70,039,372$1,399,424,288
27Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
28Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
29Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
30Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
31CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
32Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
33Ellevest, Inc.$9,117$1,005,597,453$1,005,597,453
34Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
35Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
36NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
37GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
38Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
39Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
40Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
41Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
42Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
43Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
44QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
45Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
46Charles Pratt & Company, L.L.C.$1,219,711$625,185,353$179,824,006$805,009,359
47Matrix Asset Advisors Inc$680,056$790,905,683$790,905,683
48Generation Capital Management LLC$2,933,112$97,981,584$655,828,109$753,809,693
49Burns J W & Co Inc$621,075$709,558,760$24,552,038$734,110,798
50Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
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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 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.