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 |
|---|---|---|---|---|---|
| 1 | East End Advisors, LLC | $174,922,143 | $1,060,734,675 | $5,236,462,469 | $6,297,197,144 |
| 2 | Artemis Wealth Advisors, LLC | $114,842,022 | $1,534,855,407 | $187,774,925 | $1,722,630,332 |
| 3 | Summit Rock Advisors, Lp | $113,938,334 | $9,650,039,882 | $9,947,353,638 | $19,597,393,520 |
| 4 | Pine Ridge Advisers LLC | $79,198,267 | $1,425,568,811 | — | $1,425,568,811 |
| 5 | Beekman Wealth Advisory, LLC | $73,571,429 | — | $515,000,000 | $515,000,000 |
| 6 | Tiedemann Advisors, LLC | $48,206,804 | $14,005,399,924 | $4,409,599,152 | $18,414,999,076 |
| 7 | Permanens Capital L.P. | $46,001,258 | $2,360,559,062 | $1,365,542,870 | $3,726,101,932 |
| 8 | Seven Bridges Advisors LLC | $42,429,521 | $2,748,960,828 | $3,657,896,854 | $6,406,857,682 |
| 9 | GREENLINE PARTNERS | $22,775,000 | $616,000,000 | $295,000,000 | $911,000,000 |
| 10 | Silvercrest Asset Management Group LLC | $22,025,802 | $20,649,758,635 | $7,168,829,885 | $27,818,588,520 |
| 11 | Eagle Bay Advisors LLC | $10,137,383 | $506,869,166 | — | $506,869,166 |
| 12 | Shade Tree Advisors LLC | $8,401,016 | $149,239,517 | $77,587,903 | $226,827,420 |
| 13 | Geller Advisors LLC | $6,667,150 | $4,579,193,896 | $27,806,988 | $4,607,000,884 |
| 14 | Tag Associates LLC | $6,591,510 | $294,600,000 | $8,346,870,000 | $8,641,470,000 |
| 15 | CORNERSTONE CAPITAL INC. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 16 | Stelac Advisory Services LLC | $5,896,881 | $2,859,810,316 | $312,711,661 | $3,172,521,977 |
| 17 | BBR Partners, LLC | $5,596,730 | $18,071,100,000 | $2,636,800,000 | $20,707,900,000 |
| 18 | Iadvise Partners LLC | $5,473,002 | $100,993,120 | $68,669,940 | $169,663,060 |
| 19 | Southwind Associates Of Nj Inc. | $5,366,102 | $83,794,167 | $189,877,043 | $273,671,210 |
| 20 | QP Global Family Offices, LLC | $4,282,559 | $4,600,000 | $821,933,928 | $826,533,928 |
| 21 | Independent Family Office, LLC | $4,100,701 | $491,737,693 | $346,450 | $492,084,143 |
| 22 | Wealthspire Advisors LLC | $3,279,407 | $10,758,262,664 | $185,117,107 | $10,943,379,771 |
| 23 | Capital Counsel LLC | $3,249,843 | $2,039,115,767 | $8,285,577 | $2,047,401,344 |
| 24 | Alesco Advisors LLC | $3,221,938 | $4,249,736,239 | — | $4,249,736,239 |
| 25 | Inverness Counsel, LLC | $3,068,120 | $3,229,075,162 | $621,415,681 | $3,850,490,843 |
| 26 | Generation Capital Management LLC | $2,933,112 | $97,981,584 | $655,828,109 | $753,809,693 |
| 27 | Ashford Advisors, LLC | $2,830,084 | $438,983,495 | $200,615,498 | $639,598,993 |
| 28 | Barrett Asset Management, LLC | $2,691,245 | $2,213,910,935 | $302,403,469 | $2,516,314,404 |
| 29 | Hollow Brook Wealth Management LLC | $2,595,017 | $254,599,853 | $466,814,804 | $721,414,657 |
| 30 | Ogorek Wealth Management, LLC | $2,354,808 | $445,058,704 | — | $445,058,704 |
| 31 | Shikiar Asset Management Inc | $2,229,730 | $446,000,000 | $49,000,000 | $495,000,000 |
| 32 | Sicart Associates, LLC | $2,043,069 | $551,628,605 | — | $551,628,605 |
| 33 | AJ Wealth Strategies, LLC | $1,921,698 | $1,534,000,000 | $503,000,000 | $2,037,000,000 |
| 34 | Oxler Private Wealth LLC | $1,894,320 | $414,153,988 | $2,596,384 | $416,750,372 |
| 35 | Spielberger & Brooks, Inc. | $1,709,228 | $385,561,985 | $7,560,356 | $393,122,341 |
| 36 | Armbruster Capital Management, Inc. | $1,588,966 | $476,138,927 | $45,042,017 | $521,180,944 |
| 37 | Bryant Woods Investment Advisors, LLC | $1,570,779 | $295,830,200 | $62,307,300 | $358,137,500 |
| 38 | SOURCE FINANCIAL ADVISORS, LLC | $1,533,962 | $398,176,690 | $66,613,880 | $464,790,570 |
| 39 | Edge Wealth Management, LLC | $1,447,324 | $704,846,902 | — | $704,846,902 |
| 40 | Pinnacle Associates, Ltd. | $1,446,083 | $6,657,766,030 | — | $6,657,766,030 |
| 41 | Cyrus J. Lawrence LLC | $1,426,680 | $590,048,036 | $597,446 | $590,645,482 |
| 42 | Griffin Asset Management, LLC | $1,350,703 | $845,160,455 | $8,484,133 | $853,644,588 |
| 43 | Kore Private Wealth, LLC | $1,235,903 | $4,189,712,433 | — | $4,189,712,433 |
| 44 | Charles Pratt & Company, L.L.C. | $1,219,711 | $625,185,353 | $179,824,006 | $805,009,359 |
| 45 | Two Point Capital Management, Inc. | $1,201,325 | $199,420,004 | — | $199,420,004 |
| 46 | Kings Point Capital Management LLC | $1,166,334 | $1,329,608,497 | $40,833,975 | $1,370,442,472 |
| 47 | NEXT CAPITAL MANAGEMENT LLC | $1,119,994 | $772,963,661 | $189,111,357 | $962,075,018 |
| 48 | Perennial Advisors, LLC | $1,114,271 | $390,558,227 | $3,893,545 | $394,451,772 |
| 49 | Financial Partners Capital Management, LLC | $1,068,657 | $552,337,206 | $101,680,874 | $654,018,080 |
| 50 | Yorkbridge Wealth Partners, LLC | $1,029,460 | $925,721,328 | $69,766,502 | $995,487,830 |
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.
