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
1Silvercrest Asset Management Group$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
2BBR Partners$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
3Evercore Wealth Management, Llc$2,981,158$9,063,713,169$133,160,171$9,196,873,340
4Kore Private Wealth, Llc$1,172,034$3,571,188,631$3,571,188,631
5Geller Advisors Llc$5,904,626$3,528,659,487$31,829,798$3,560,489,285
6Karpus Investment Management$1,539,301$3,443,416,125$3,443,416,125
7Douglass Winthrop Advisors Llc$3,564,625$3,243,736,243$21,460,033$3,265,196,276
8Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
9Cobblestone Capital Advisors, Llc$824,202$1,933,035,300$59,885,245$1,992,920,545
10Barrett Asset Management, Llc$2,468,168$1,874,569,093$250,523,842$2,125,092,935
11Capital Counsel Llc$3,080,947$1,822,423,960$7,658,475$1,830,082,435
12Bridgewater Advisors Inc.$675,755$1,656,274,752$1,656,274,752
13Altium Wealth Management Llc$619,818$1,614,006,942$1,614,006,942
14Lenox Wealth Advisors, Llc$676,354$1,591,459,926$1,591,459,926
15Howe And Rusling, Inc.$731,761$1,341,377,258$2,135,062$1,343,512,320
16Altfest Personal Wealth Management$447,279$1,300,000,000$15,000,000$1,315,000,000
17Aj Wealth$1,692,922$1,209,000,000$274,000,000$1,483,000,000
18Ritholtz Wealth Management$398,122$1,124,772,092$173,900,791$1,298,672,883
19Tortoise Investment Management, Llc$472,545$1,062,261,385$8,998,124$1,071,259,509
20Kings Point Capital Management Llc$1,049,650$1,060,978,226$20,161,045$1,081,139,271
21Pine Ridge Advisers Llc$87,790,881$1,053,490,569$1,053,490,569
22Atlas Private Wealth Management, Llc$249,092$1,002,344,503$1,002,344,503
23Edge Wealth Management, Llc$1,148,359$933,616,108$933,616,108
24Forte Capital Llc$476,579$907,476,139$79,994,661$987,470,800
25Estabrook Capital Management Llc$863,426$851,337,741$851,337,741
26Rockbridge Investment Management, Llc$295,523$848,292,348$30,887,168$879,179,516
27Griffin Asset Management, Llc$1,380,672$815,570,545$5,929,455$821,500,000
28Yorkbridge Wealth Partners, Llc$1,062,571$794,730,601$92,516,545$887,247,146
29Clear Harbor Asset Management, Llc$840,797$790,264,287$1,766,204$792,030,491
30Gm Advisory Group, Inc.$1,592,282$782,374,299$1,325,806,829$2,108,181,128
31Next Capital Management Llc$1,122,068$772,500,997$189,111,357$961,612,354
32Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
33Ascent Wealth Partners, Llc$563,559$729,479,746$39,778,357$769,258,103
34Fusion Family Wealth, Llc$598,230$647,000,000$29,000,000$676,000,000
35Whitney & Company$1,279,866$603,544,665$3,111,837$606,656,502
36Hudson Valley Investment Advisors, Inc.$541,042$592,120,919$234,049,735$826,170,654
37King Wealth Management Group, Llc$368,765$536,798,544$17,455,220$554,253,764
38Sicart Associates, Llc$1,961,216$509,916,036$509,916,036
39Independent Family Office, Llc$4,068,762$475,547,399$497,714$476,045,113
40C.J. Lawrence$1,379,054$472,198,032$10,470,816$482,668,848
41J.J. Burns & Company$366,490$471,306,376$471,306,376
42Shulman Demeo Asset Management, Llc$640,659$465,526,208$59,173,408$524,699,616
43Financial Partners Capital Management, Llc$860,051$434,373,342$31,774,364$466,147,706
44Frisch Financial Group, Inc.$367,390$431,230,441$49,682,951$480,913,392
45Armbruster Capital Management, Inc.$1,509,958$429,791,771$35,275,264$465,067,035
46Kelleher Financial Advisors. Llc$703,890$426,557,427$426,557,427
47Level Financial Advisors, Inc.$250,868$409,668,111$409,668,111
48Eagle Bay Advisors Llc$12,235,247$403,763,162$403,763,162
49Ogorek Wealth Management, Llc$762,714$402,713,044$402,713,044
50Source Financial Advisors, Llc$1,533,962$398,176,690$66,613,880$464,790,570
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Showing 1 to 50 of 111 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.