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