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
1EAST END ADVISORS, LLC$187,834,233$898,706,873$5,111,988,573$6,010,695,446
2SUMMIT ROCK ADVISORS, LP$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
3PINE RIDGE ADVISERS LLC$87,790,881$1,053,490,569$1,053,490,569
4PERMANENS CAPITAL L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
5QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
6TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
7SEVEN BRIDGES ADVISORS LLC$38,154,959$2,382,435,298$2,730,329,204$5,112,764,502
8GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
9SILVERCREST ASSET MANAGEMENT GROUP LLC$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
10EAGLE BAY ADVISORS LLC$12,235,247$403,763,162$403,763,162
11TAG ASSOCIATES LLC$8,051,707$277,830,000$8,071,790,000$8,349,620,000
12GELLER ADVISORS LLC$5,904,626$3,528,659,487$31,829,798$3,560,489,285
13CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
14BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
15IADVISE PARTNERS$4,282,367$71,882,751$90,847,184$162,729,935
16INDEPENDENT FAMILY OFFICE, LLC$4,068,762$475,547,399$497,714$476,045,113
17HOLLOW BROOK WEALTH MANAGEMENT LLC$3,695,257$282,700,000$652,200,000$934,900,000
18CAPITAL COUNSEL LLC$3,080,947$1,822,423,960$7,658,475$1,830,082,435
19INVERNESS COUNSEL, LLC$2,963,306$2,990,982,470$532,387,880$3,523,370,350
20ALESCO ADVISORS LLC$2,803,349$3,540,629,605$3,540,629,605
21GENERATION CAPITAL MANAGEMENT LLC$2,603,289$76,638,716$589,803,336$666,442,052
22BARRETT ASSET MANAGEMENT, LLC$2,468,168$1,874,569,093$250,523,842$2,125,092,935
23ASHFORD ADVISORS, LLC$2,315,093$387,054,680$154,677,079$541,731,759
24SICART ASSOCIATES, LLC$1,961,216$509,916,036$509,916,036
25TWO POINT CAPITAL MANAGEMENT, INC.$1,914,509$156,989,715$156,989,715
26AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
27SPIELBERGER & BROOKS, INC.$1,664,384$343,469,870$6,050,822$349,520,692
28MATRIX ASSET ADVISORS INC$1,654,750$814,137,000$814,137,000
29SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
30ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,509,958$429,791,771$35,275,264$465,067,035
31LANDMARK WEALTH MANAGEMENT$1,422,018$255,200,000$54,800,000$310,000,000
32PINNACLE ASSOCIATES, LTD.$1,413,867$6,245,050,417$6,245,050,417
33GRIFFIN ASSET MANAGEMENT, LLC$1,380,672$815,570,545$5,929,455$821,500,000
34C.J. LAWRENCE$1,350,561$483,767,691$9,186,982$492,954,673
35WHITNEY & COMPANY$1,279,866$603,544,665$3,111,837$606,656,502
36FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
37KORE PRIVATE WEALTH, LLC$1,172,034$3,571,188,631$3,571,188,631
38EDGE WEALTH MANAGEMENT, LLC$1,148,359$933,616,108$933,616,108
39CLEAR POINT ADVISORS, INC.$1,135,150$186,164,640$186,164,640
40NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
41CHARLES PRATT & COMPANY, L.L.C.$1,106,109$565,199,158$159,302,391$724,501,549
42PERENNIAL$1,087,678$307,296,000$3,780,000$311,076,000
43YORKBRIDGE WEALTH PARTNERS, LLC$1,062,571$794,730,601$92,516,545$887,247,146
44KINGS POINT CAPITAL MANAGEMENT LLC$1,001,372$1,055,508,093$17,962,615$1,073,470,708
45HIGH PROBABILITY ADVISORS, LLC$957,879$200,004,571$4,981,519$204,986,090
46FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$919,950$483,036,717$79,972,799$563,009,516
47ESTABROOK CAPITAL MANAGEMENT LLC$863,426$851,337,741$851,337,741
48COBBLESTONE CAPITAL ADVISORS, LLC$824,202$1,933,035,300$59,885,245$1,992,920,545
49FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
50GOLDEN BAY ADVISORS LLC$766,019$135,585,381$135,585,381
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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 Sabrina Straub.

*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.