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$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
2BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
3TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
4SUMMIT ROCK ADVISORS, LP$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
5TAG ASSOCIATES LLC$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, LLC$187,834,233$898,706,873$5,111,988,573$6,010,695,446
8SEVEN BRIDGES ADVISORS LLC$38,154,959$2,382,435,298$2,730,329,204$5,112,764,502
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
14ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
15BARRETT ASSET MANAGEMENT, LLC$2,468,168$1,874,569,093$250,523,842$2,125,092,935
16COBBLESTONE CAPITAL ADVISORS, LLC$824,202$1,933,035,300$59,885,245$1,992,920,545
17CAPITAL COUNSEL LLC$3,080,947$1,822,423,960$7,658,475$1,830,082,435
18BRIDGEWATER ADVISORS INC.$675,755$1,656,274,752$1,656,274,752
19AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
20HOWE AND RUSLING, INC.$731,761$1,341,377,258$2,135,062$1,343,512,320
21ALTFEST PERSONAL WEALTH MANAGEMENT$447,279$1,300,000,000$15,000,000$1,315,000,000
22NOTTINGHAM ADVISORS INC.$580,812$1,199,092,962$71,142,899$1,270,235,861
23CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
24KINGS POINT CAPITAL MANAGEMENT LLC$1,001,372$1,055,508,093$17,962,615$1,073,470,708
25TORTOISE INVESTMENT MANAGEMENT, LLC$472,545$1,062,261,385$8,998,124$1,071,259,509
26PINE RIDGE ADVISERS LLC$87,790,881$1,053,490,569$1,053,490,569
27FORTE CAPITAL LLC$476,579$907,476,139$79,994,661$987,470,800
28NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
29HOLLOW BROOK WEALTH MANAGEMENT LLC$3,695,257$282,700,000$652,200,000$934,900,000
30EDGE WEALTH MANAGEMENT, LLC$1,148,359$933,616,108$933,616,108
31GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
32YORKBRIDGE WEALTH PARTNERS, LLC$1,062,571$794,730,601$92,516,545$887,247,146
33ROCKBRIDGE INVESTMENT MANAGEMENT, LLC$295,523$848,292,348$30,887,168$879,179,516
34ESTABROOK CAPITAL MANAGEMENT LLC$863,426$851,337,741$851,337,741
35HUDSON VALLEY INVESTMENT ADVISORS, INC.$541,042$592,120,919$234,049,735$826,170,654
36PAYNE CAPITAL MANAGEMENT, LLC$224,005$211,942,894$612,173,119$824,116,013
37GRIFFIN ASSET MANAGEMENT, LLC$1,380,672$815,570,545$5,929,455$821,500,000
38MATRIX ASSET ADVISORS INC$1,654,750$814,137,000$814,137,000
39SANDERSON WEALTH MANAGEMENT, LLC$680,440$108,509,523$671,955,132$780,464,655
40ASCENT WEALTH PARTNERS, LLC$563,559$729,479,746$39,778,357$769,258,103
41WEALTHSTREAM ADVISORS, INC.$675,787$744,717,268$744,717,268
42CHARLES PRATT & COMPANY, L.L.C.$1,106,109$565,199,158$159,302,391$724,501,549
43FUSION FAMILY WEALTH, LLC$598,230$647,000,000$29,000,000$676,000,000
44GENERATION CAPITAL MANAGEMENT LLC$2,603,289$76,638,716$589,803,336$666,442,052
45ELLEVEST$12,438$634,326,573$634,326,573
46WHITNEY & COMPANY$1,279,866$603,544,665$3,111,837$606,656,502
47QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
48FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$919,950$483,036,717$79,972,799$563,009,516
49J.W.BURNS & COMPANY, INC.$518,392$541,092,575$19,288,855$560,381,430
50KING WEALTH MANAGEMENT GROUP, LLC$368,765$536,798,544$17,455,220$554,253,764
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Showing 1 to 50 of 135 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.