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 |
|---|---|---|---|---|---|
| 1 | MONETA GROUP INVESTMENT ADVISORS, LLC | $988,809 | $18,237,583,315 | $14,651,179,572 | $32,888,762,887 |
| 2 | WE FAMILY OFFICES | $139,400,646 | — | $13,382,462,057 | $13,382,462,057 |
| 3 | TAG ASSOCIATES LLC | $6,424,628 | $313,310,000 | $9,182,290,000 | $9,495,600,000 |
| 4 | CV ADVISORS LLC | $5,739,242 | $682,114,776 | $8,724,503,473 | $9,406,618,249 |
| 5 | FIDUCIARY COUNSELLING INC | $6,939,101 | $4,252,397,029 | $7,183,240,696 | $11,435,637,725 |
| 6 | PORTOLA PARTNERS | $3,240,901 | $96,082,225 | $5,475,026,612 | $5,571,108,837 |
| 7 | BPS CAPITAL MANAGEMENT, INC. | $67,238,897 | — | $5,379,111,786 | $5,379,111,786 |
| 8 | FRONTIER ASSET MANAGEMENT, LLC | $1,572,577 | $1,840,424,452 | $5,361,977,070 | $7,202,401,522 |
| 9 | ALTAIR ADVISERS, LLC | $8,271,361 | $2,260,995,901 | $4,422,264,069 | $6,683,259,970 |
| 10 | SEVEN BRIDGES ADVISORS LLC | $41,858,347 | $2,201,144,724 | $4,370,615,787 | $6,571,760,511 |
| 11 | CRESSET ASSET MANAGEMENT, LLC | $1,673,188 | $19,199,045,841 | $3,768,811,674 | $22,967,857,515 |
| 12 | RETIREMENT BENCHMARK, LLC | $276,559 | $13,726,085 | $3,454,319,529 | $3,468,045,614 |
| 13 | MATTER FAMILY OFFICE | $16,200,890 | $157,594,916 | $3,244,591,923 | $3,402,186,839 |
| 14 | CARDEA CAPITAL GROUP, INC. | $26,426,382 | $131,053,844 | $3,119,391,107 | $3,250,444,951 |
| 15 | ARLINGTON PARTNERS LLC | $6,926,500 | $3,369,532,017 | $3,058,260,160 | $6,427,792,177 |
| 16 | BALLENTINE PARTNERS | $2,003,387 | $7,650,881,001 | $2,868,906,345 | $10,519,787,346 |
| 17 | DYSON CAPITAL ADVISORS, LLC | $49,230,473 | $688,717,622 | $2,806,645,976 | $3,495,363,598 |
| 18 | SENTRY ADVISORS, LLC | $5,627,118 | $236,219,209 | $2,729,271,923 | $2,965,491,132 |
| 19 | RAUB BROCK CAPITAL MANAGEMENT, LP | $527,422 | $792,856,970 | $2,619,035,801 | $3,411,892,771 |
| 20 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 21 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 22 | MERISTEM FAMILY WEALTH | $7,063,183 | $3,190,628,752 | $2,233,895,593 | $5,424,524,345 |
| 23 | ZHANG FINANCIAL | $948,340 | $2,748,594,975 | $2,035,781,811 | $4,784,376,786 |
| 24 | VIVALDI CAPITAL MANAGEMENT LP | $604,704 | $1,441,476,587 | $1,887,418,045 | $3,328,894,632 |
| 25 | BREEDS HILL CAPITAL LLC | $3,863,645 | $238,070,308 | $1,693,752,020 | $1,931,822,328 |
| 26 | BT FAMILY OFFICE, LLC | $14,964,286 | — | $1,676,000,000 | $1,676,000,000 |
| 27 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | $2,413,850 | — | $1,648,659,367 | $1,648,659,367 |
| 28 | FCI ADVISORS | $1,104,130 | $12,828,294,714 | $1,643,532,748 | $14,471,827,462 |
| 29 | WMS PARTNERS, LLC | $8,756,559 | $4,054,748,803 | $1,619,501,586 | $5,674,250,389 |
| 30 | ARNERICH MASSENA, INC. | $8,207,528 | $1,212,417,927 | $1,537,104,042 | $2,749,521,969 |
| 31 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 32 | CAMDEN CAPITAL, LLC | $1,040,907 | $3,142,627,913 | $1,361,375,480 | $4,504,003,393 |
| 33 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 34 | LAIRD NORTON WEALTH MANAGEMENT | $2,363,653 | $3,558,606,626 | $1,310,519,026 | $4,869,125,652 |
| 35 | TEAM HEWINS, LLC | $1,783,637 | $1,326,323,267 | $1,122,609,779 | $2,448,933,046 |
| 36 | BITTERROOT CAPITAL ADVISORS LLC | $70,982,293 | $107,422,885 | $1,099,276,101 | $1,206,698,986 |
| 37 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 38 | WALL CAPITAL GROUP, INC. | $1,863,066 | $526,489,192 | $1,070,158,615 | $1,596,647,807 |
| 39 | JASPER RIDGE PARTNERS, L.P. | $716,443,547 | $34,075,670,371 | $1,030,063,447 | $35,105,733,818 |
| 40 | SIMON QUICK ADVISORS, LLC | $3,048,615 | $3,557,999,510 | $1,024,069,523 | $4,582,069,033 |
| 41 | QP GLOBAL FAMILY OFFICES, LLC | $4,642,957 | $1,855,749 | $949,950,394 | $951,806,143 |
| 42 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 43 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 44 | CH INVESTMENT PARTNERS, LLC | $3,994,050 | $3,641,750,839 | $855,549,402 | $4,497,300,241 |
| 45 | ASPEN CAPITAL MANAGEMENT | $464,994 | — | $836,060,000 | $836,060,000 |
| 46 | PRIVATE WEALTH MANAGEMENT, INC. | $1,346,396 | — | $829,379,814 | $829,379,814 |
| 47 | CHERRY CREEK FAMILY OFFICES | $1,297,864 | $197,620,747 | $784,862,675 | $982,483,422 |
| 48 | SCHAEFER FINANCIAL MANAGEMENT, INC. | $425,543 | — | $760,020,287 | $760,020,287 |
| 49 | PROMUS CAPITAL, LLC | $3,175,838 | $690,210,629 | $754,795,825 | $1,445,006,454 |
| 50 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
