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$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
2BBR Partners$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
3Summit Rock Advisors$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
4Evercore Wealth Management, Llc$2,981,158$9,063,713,169$133,160,171$9,196,873,340
5TAG Associates$8,051,707$277,830,000$8,071,790,000$8,349,620,000
6Pinnacle Associates, Ltd.$1,413,867$6,245,050,417$6,245,050,417
7East End Advisors$187,834,233$898,706,873$5,111,988,573$6,010,695,446
8Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
9Permanens Capital L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
10Kore Private Wealth, Llc$1,172,034$3,571,188,631$3,571,188,631
11Geller Advisors Llc$5,904,626$3,528,659,487$31,829,798$3,560,489,285
12Alesco Advisors Llc$2,803,349$3,540,629,605$3,540,629,605
13Inverness Counsel, Llc$2,963,306$2,990,982,470$532,387,880$3,523,370,350
14Karpus Investment Management$1,539,301$3,443,416,125$3,443,416,125
15Douglass Winthrop Advisors Llc$3,564,625$3,243,736,243$21,460,033$3,265,196,276
16Roosevelt Investments$572,661$2,538,869,168$158,366,293$2,697,235,461
17Barrett Asset Management, Llc$2,468,168$1,874,569,093$250,523,842$2,125,092,935
18Gm Advisory Group, Inc.$1,592,282$782,374,299$1,325,806,829$2,108,181,128
19Cobblestone Capital Advisors, Llc$824,202$1,933,035,300$59,885,245$1,992,920,545
20Courier Capital, Llc$1,356,597$1,533,658,935$375,073,370$1,908,732,305
21Capital Counsel Llc$3,080,947$1,822,423,960$7,658,475$1,830,082,435
22Bridgewater Advisors Inc.$675,755$1,656,274,752$1,656,274,752
23Altium Wealth Management Llc$619,818$1,614,006,942$1,614,006,942
24Lenox Wealth Advisors, Llc$676,354$1,591,459,926$1,591,459,926
25Aj Wealth$1,692,922$1,209,000,000$274,000,000$1,483,000,000
26Howe And Rusling, Inc.$731,761$1,341,377,258$2,135,062$1,343,512,320
27Altfest Personal Wealth Management$447,279$1,300,000,000$15,000,000$1,315,000,000
28Ritholtz Wealth Management$398,122$1,124,772,092$173,900,791$1,298,672,883
29Cornerstone Capital Inc.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
30Kings Point Capital Management Llc$1,049,650$1,060,978,226$20,161,045$1,081,139,271
31Tortoise Investment Management, Llc$472,545$1,062,261,385$8,998,124$1,071,259,509
32Pine Ridge Advisers Llc$87,790,881$1,053,490,569$1,053,490,569
33Atlas Private Wealth Management, Llc$249,092$1,002,344,503$1,002,344,503
34Forte Capital Llc$476,579$907,476,139$79,994,661$987,470,800
35Next Capital Management Llc$1,122,068$772,500,997$189,111,357$961,612,354
36Hollow Brook Wealth Management Llc$3,695,257$282,700,000$652,200,000$934,900,000
37Edge Wealth Management, Llc$1,148,359$933,616,108$933,616,108
38Greenline Partners$22,775,000$616,000,000$295,000,000$911,000,000
39Yorkbridge Wealth Partners, Llc$1,062,571$794,730,601$92,516,545$887,247,146
40Rockbridge Investment Management, Llc$295,523$848,292,348$30,887,168$879,179,516
41Estabrook Capital Management Llc$863,426$851,337,741$851,337,741
42Hudson Valley Investment Advisors, Inc.$541,042$592,120,919$234,049,735$826,170,654
43Payne Capital Management, Llc$224,005$211,942,894$612,173,119$824,116,013
44Griffin Asset Management, Llc$1,380,672$815,570,545$5,929,455$821,500,000
45Matrix Asset Advisors Inc$1,654,750$814,137,000$814,137,000
46Clear Harbor Asset Management, Llc$840,797$790,264,287$1,766,204$792,030,491
47Sanderson Wealth Management, Llc$680,440$108,509,523$671,955,132$780,464,655
48Ascent Wealth Partners, Llc$563,559$729,479,746$39,778,357$769,258,103
49True North Management Group, Llc$126,183,714$757,102,281$757,102,281
50Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
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Showing 1 to 50 of 141 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.