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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1East End Advisors$192,691,536$1,487,300,049$4,871,520,629$6,358,820,678
2True North Management Group$157,196,299$785,981,493$785,981,493
3Clearmark Partners, LLC$107,870,250$431,481,000$431,481,000
4Summit Rock Advisors$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
5Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
6Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
7Qp Global Family Offices, LLC$67,457,410$337,287,052$337,287,052
8Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
9Tiedemann Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
10EMM Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
11Bbr Partners, Llc$16,241,379$457,000,000$14,000,000$471,000,000
12Silvercrest Asset Management Group$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
13Eagle Bay Advisors LLC$10,022,330$290,647,567$290,647,567
14TAG Associates$7,315,577$290,910,000$7,763,540,000$8,054,450,000
15Bender Lane Advisory, LLC$7,007,325$248,194,890$123,193,317$371,388,207
16Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
17Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
18BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
19Eisneramper Wealth Advisors LLC$4,072,406$207,692,685$207,692,685
20iAdvise$4,071,764$69,514,068$81,141,183$150,655,251
21Independent Family Office$3,559,791$404,630,782$1,185,375$405,816,157
22The Doman Group, LLC$3,403,226$186,000,000$25,000,000$211,000,000
23Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
24Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
25Perennial$2,881,255$235,519,557$9,387,115$244,906,672
26Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
27Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
28Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
29Generation Capital Management LLC$2,300,476$67,925,487$486,489,218$554,414,705
30Barrett Asset Management$2,025,661$1,516,061,884$199,673,030$1,715,734,914
31Ashford Advisors$1,958,679$352,217,453$131,576,151$483,793,604
32The Spielberger Group$1,768,162$318,685,000$8,425,000$327,110,000
33Professional Financial$1,535,217$147,380,838$147,380,838
34Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
35Fielder Capital Group LLC$1,448,750$74,039,084$73,733,464$147,772,548
36Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
37AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
38Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
39Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
40GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
41C.J. Lawrence$1,172,053$377,120,365$8,485,052$385,605,417
42Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
43Source Financial Advisors, LLC$1,154,229$291,645,110$48,852,307$340,497,417
44Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
45Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
46Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
47Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
48Kings Point Capital Management$987,671$778,350,647$10,798,816$789,149,463
49Charles Pratt & Company$953,162$478,346,485$139,302,720$617,649,205
50Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
Next Page »

Showing 1 to 50 of 129 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.