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$15,625,811$14,244,613,832$4,787,623,832$19,032,237,664
2Tiedemann Wealth Management$34,203,025$11,574,258,492$2,346,372,568$13,920,631,060
3TAG Associates$7,315,577$290,910,000$7,763,540,000$8,054,450,000
4Evercore Wealth Management, LLC$2,623,114$7,504,317,190$55,498,541$7,559,815,731
5KLS Professional Advisors Group$670,036$5,336,281,737$512,459,476$5,848,741,213
6Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
7Klingenstein Fields Wealth Advisors$2,894,727$3,455,506,704$6,587,177$3,462,093,881
8Geller Advisors$5,857,159$3,115,857,227$29,437,035$3,145,294,262
9Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
10Douglass Winthrop Advisors LLC$2,840,432$2,395,957,750$26,930,842$2,422,888,592
11EMM Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
12Barrett Asset Management$2,025,661$1,516,061,884$199,673,030$1,715,734,914
13GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
14Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
15Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
16Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
17Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
18Tortoise Investment Management$388,234$938,361,733$14,752,952$953,114,685
19Next Capital Management LLC$832,568$760,765,228$181,701,372$942,466,600
20Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
21Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
22Kings Point Capital Management$987,671$778,350,647$10,798,816$789,149,463
23Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
24Sanderson Wealth Management$463,331$79,669,321$587,063,738$666,733,059
25Fusion Family Wealth$491,537$550,360,000$20,315,000$570,675,000
26Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
27Cooper/Haims Advisors$401,128$486,166,659$486,166,659
28Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
29Ashford Advisors$1,958,679$352,217,453$131,576,151$483,793,604
30Financial Partners Capital Management, LLC$860,051$434,373,342$31,774,364$466,147,706
31Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
32Shulman Demeo Asset Management, LLC$541,516$388,282,543$50,886,527$439,169,070
33Independent Family Office$3,559,791$404,630,782$1,185,375$405,816,157
34C.J. Lawrence$1,172,053$377,120,365$8,485,052$385,605,417
35Bender Lane Advisory, LLC$7,007,325$248,194,890$123,193,317$371,388,207
36Wall Street Access Asset Management$642,026$343,483,738$343,483,738
37Source Financial Advisors, LLC$1,154,229$291,645,110$48,852,307$340,497,417
38The Spielberger Group$1,768,162$318,685,000$8,425,000$327,110,000
39Heron Wealth$218,030$182,364,000$131,817,000$314,181,000
40Seneca Financial Advisors$507,551$269,677,658$43,989,094$313,666,752
41Sage Capital Management$620,223$230,324,640$68,622,765$298,947,405
42Eagle Bay Advisors LLC$10,022,330$290,647,567$290,647,567
43Perennial$2,881,255$235,519,557$9,387,115$244,906,672
44Francis Financial$393,274$204,670,936$34,439,520$239,110,456
45Greystone Wealth Advisors$534,136$220,733,369$10,547,301$231,280,670
46Burns Matteson Capital Management, LLC$231,788$221,589,361$221,589,361
47Crescent Hill Partners LLC$419,831$58,758,206$152,416,682$211,174,888
48The Doman Group, LLC$3,403,226$186,000,000$25,000,000$211,000,000
49Excomp Asset Management Ltd$377,495$201,000,000$7,000,000$208,000,000
50Eisneramper Wealth Advisors LLC$4,072,406$207,692,685$207,692,685
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Showing 1 to 50 of 66 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.

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