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