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, Llc$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
32088 Advisory, Lp$118,557,498$118,557,498$118,557,498
4Clearmark Partners, Llc$107,870,250$431,481,000$431,481,000
5Summit Rock Advisors, Lp$98,711,274$6,450,306,338$7,270,560,761$13,720,867,099
6Artemis Wealth Advisors, Llc$92,228,565$683,879,346$515,092,000$1,198,971,346
7Pine Ridge Advisers Llc$71,949,209$863,390,502$863,390,502
8Qp Global Family Offices, Llc$67,457,410$337,287,052$337,287,052
9Permanens Capital L.P.$64,402,357$2,674,114,967$932,417,041$3,606,532,008
10Seven Bridges Advisors Llc$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
11Tiedemann Advisors, Llc$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
12Emm Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
13Greenline Partners$16,241,379$457,000,000$14,000,000$471,000,000
14Silvercrest Asset Management Group Llc$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
15Eagle Bay Advisors Llc$10,022,330$290,647,567$290,647,567
16Tag Associates Llc$7,315,577$290,910,000$7,763,540,000$8,054,450,000
17Geller Advisors Llc$5,857,159$3,115,857,227$29,437,035$3,145,294,262
18Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
19Bbr Partners, Llc$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
20Iadvise Partners$4,071,764$69,514,068$81,141,183$150,655,251
21Independent Family Office, Llc$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
23Bender Lane Advisory, LLC$3,097,192$1,713,791,336$88,774,622$1,802,565,958
24Alesco Advisors Llc$2,918,846$3,368,348,349$3,368,348,349
25Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
26Perennial$2,881,255$235,519,557$9,387,115$244,906,672
27Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
28Capital Counsel Llc$2,728,079$1,510,355,151$6,456,768$1,516,811,919
29Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
30Sicart Associates, Llc$2,305,099$456,409,503$456,409,503
31Generation Capital Management Llc$2,300,476$67,925,487$486,489,218$554,414,705
32Barrett Asset Management, Llc$2,025,661$1,516,061,884$199,673,030$1,715,734,914
33Ashford Advisors, Llc$1,958,679$352,217,453$131,576,151$483,793,604
34Downtown Investment Advisory$1,768,867$106,132,000$106,132,000
35The Spielberger Group$1,768,162$318,685,000$8,425,000$327,110,000
36Professional Financial$1,535,217$147,380,838$147,380,838
37Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
38Fielder Capital Group Llc$1,448,750$74,039,084$73,733,464$147,772,548
39Matrix Asset Advisors Inc$1,446,355$717,392,000$717,392,000
40Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
41Aj Wealth$1,302,391$708,000,000$218,000,000$926,000,000
42Kore Private Wealth, Llc$1,237,448$2,807,770,565$2,807,770,565
43Pinnacle Associates, Ltd.$1,228,377$5,323,786,659$5,323,786,659
44GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
45C.J. Lawrence$1,172,053$377,120,365$8,485,052$385,605,417
46Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
47Source Financial Advisors, LLC$1,154,229$291,645,110$48,852,307$340,497,417
48Edge Wealth Management, Llc$1,140,763$839,601,672$839,601,672
49Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
50Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
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Showing 1 to 50 of 141 entries

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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 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.