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
4TAG Associates$8,051,707$277,830,000$8,071,790,000$8,349,620,000
5Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
6Kore Private Wealth, Llc$1,172,034$3,571,188,631$3,571,188,631
7Geller Advisors Llc$5,904,626$3,528,659,487$31,829,798$3,560,489,285
8Karpus Investment Management$1,539,301$3,443,416,125$3,443,416,125
9Douglass Winthrop Advisors Llc$3,564,625$3,243,736,243$21,460,033$3,265,196,276
10Barrett Asset Management, Llc$2,468,168$1,874,569,093$250,523,842$2,125,092,935
11Gm Advisory Group, Inc.$1,592,282$782,374,299$1,325,806,829$2,108,181,128
12Cobblestone Capital Advisors, Llc$824,202$1,933,035,300$59,885,245$1,992,920,545
13Capital Counsel Llc$3,080,947$1,822,423,960$7,658,475$1,830,082,435
14Bridgewater Advisors Inc.$675,755$1,656,274,752$1,656,274,752
15Altium Wealth Management Llc$619,818$1,614,006,942$1,614,006,942
16Lenox Wealth Advisors, Llc$676,354$1,591,459,926$1,591,459,926
17Aj Wealth$1,692,922$1,209,000,000$274,000,000$1,483,000,000
18Howe And Rusling, Inc.$731,761$1,341,377,258$2,135,062$1,343,512,320
19Altfest Personal Wealth Management$447,279$1,300,000,000$15,000,000$1,315,000,000
20Ritholtz Wealth Management$398,122$1,124,772,092$173,900,791$1,298,672,883
21Cornerstone Capital Inc.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
22Kings Point Capital Management Llc$1,049,650$1,060,978,226$20,161,045$1,081,139,271
23Tortoise Investment Management, Llc$472,545$1,062,261,385$8,998,124$1,071,259,509
24Pine Ridge Advisers Llc$87,790,881$1,053,490,569$1,053,490,569
25Atlas Private Wealth Management, Llc$249,092$1,002,344,503$1,002,344,503
26Forte Capital Llc$476,579$907,476,139$79,994,661$987,470,800
27Next Capital Management Llc$1,122,068$772,500,997$189,111,357$961,612,354
28Hollow Brook Wealth Management Llc$3,695,257$282,700,000$652,200,000$934,900,000
29Edge Wealth Management, Llc$1,148,359$933,616,108$933,616,108
30Yorkbridge Wealth Partners, Llc$1,062,571$794,730,601$92,516,545$887,247,146
31Rockbridge Investment Management, Llc$295,523$848,292,348$30,887,168$879,179,516
32Estabrook Capital Management Llc$863,426$851,337,741$851,337,741
33Hudson Valley Investment Advisors, Inc.$541,042$592,120,919$234,049,735$826,170,654
34Payne Capital Management, Llc$224,005$211,942,894$612,173,119$824,116,013
35Griffin Asset Management, Llc$1,380,672$815,570,545$5,929,455$821,500,000
36Clear Harbor Asset Management, Llc$840,797$790,264,287$1,766,204$792,030,491
37Sanderson Wealth Management, Llc$680,440$108,509,523$671,955,132$780,464,655
38Ascent Wealth Partners, Llc$563,559$729,479,746$39,778,357$769,258,103
39Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
40Fusion Family Wealth, Llc$598,230$647,000,000$29,000,000$676,000,000
41Whitney & Company$1,279,866$603,544,665$3,111,837$606,656,502
42Qp Global Family Offices, Llc$48,143,403$577,720,838$577,720,838
43King Wealth Management Group, Llc$368,765$536,798,544$17,455,220$554,253,764
44Ashford Advisors, Llc$2,315,093$387,054,680$154,677,079$541,731,759
45Shulman Demeo Asset Management, Llc$640,659$465,526,208$59,173,408$524,699,616
46Sicart Associates, Llc$1,961,216$509,916,036$509,916,036
47Cornell Pochily Investment Advisors, Inc.$417,242$362,025,034$135,327,652$497,352,686
48C.J. Lawrence$1,379,054$472,198,032$10,470,816$482,668,848
49Frisch Financial Group, Inc.$367,390$431,230,441$49,682,951$480,913,392
50Independent Family Office, Llc$4,068,762$475,547,399$497,714$476,045,113
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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.