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