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 | JASPER RIDGE PARTNERS, L.P. | $716,443,547 | $34,075,670,371 | $1,030,063,447 | $35,105,733,818 |
| 2 | MONETA GROUP INVESTMENT ADVISORS, LLC | $988,809 | $18,237,583,315 | $14,651,179,572 | $32,888,762,887 |
| 3 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $25,151,501 | $25,073,274,725 | $7,246,404,129 | $32,319,678,854 |
| 4 | TIEDEMANN ADVISORS, LLC | $45,200,886 | $22,139,706,109 | $4,438,414,838 | $26,578,120,947 |
| 5 | BBR PARTNERS, LLC | $6,491,925 | $23,602,200,000 | $2,365,500,000 | $25,967,700,000 |
| 6 | CRESSET ASSET MANAGEMENT, LLC | $1,673,188 | $19,199,045,841 | $3,768,811,674 | $22,967,857,515 |
| 7 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | $812,662,569 | $22,754,551,937 | — | $22,754,551,937 |
| 8 | PATHSTONE | $1,749,466 | $15,991,124,800 | $6,613,727,272 | $22,604,852,072 |
| 9 | JOHNSON INVESTMENT COUNSEL, INC. | $1,356,249 | $18,527,700,545 | $236,007,331 | $18,763,707,876 |
| 10 | IEQ CAPITAL, LLC | $18,987,618 | $17,344,630,164 | $446,767,584 | $17,791,397,748 |
| 11 | JORDAN PARK GROUP LLC | $4,284,459 | $17,600,559,329 | — | $17,600,559,329 |
| 12 | BAHL & GAYNOR INC | $6,926,480 | $17,182,081,433 | $383,471,092 | $17,565,552,525 |
| 13 | OXFORD FINANCIAL GROUP, LTD | $1,695,544 | $7,264,284,704 | $9,799,671,503 | $17,063,956,207 |
| 14 | ASPIRIANT, LLC | $1,478,085 | $12,334,571,000 | $3,142,461,000 | $15,477,032,000 |
| 15 | EP WEALTH ADVISORS | $798,802 | $14,386,000,000 | $284,000,000 | $14,670,000,000 |
| 16 | FCI ADVISORS | $1,104,130 | $12,828,294,714 | $1,643,532,748 | $14,471,827,462 |
| 17 | WEALTHSPIRE ADVISORS | $3,122,799 | $14,027,191,596 | $293,963,940 | $14,321,155,536 |
| 18 | WE FAMILY OFFICES | $139,400,646 | — | $13,382,462,057 | $13,382,462,057 |
| 19 | SAVANT WEALTH MANAGEMENT | $1,622,838 | $12,849,631,158 | — | $12,849,631,158 |
| 20 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | $3,941,081 | $12,546,553,131 | $72,787,752 | $12,619,340,883 |
| 21 | APPLETON PARTNERS, INC. | $1,882,589 | $12,509,801,332 | — | $12,509,801,332 |
| 22 | FIDUCIARY COUNSELLING INC | $6,939,101 | $4,252,397,029 | $7,183,240,696 | $11,435,637,725 |
| 23 | HOMRICH BERG | $1,086,774 | $9,543,574,069 | $1,539,346,928 | $11,082,920,997 |
| 24 | LIDO ADVISORS | $1,072,462 | $10,618,505,257 | $433,219,834 | $11,051,725,091 |
| 25 | BALLENTINE PARTNERS | $2,003,387 | $7,650,881,001 | $2,868,906,345 | $10,519,787,346 |
| 26 | EVOKE ADVISORS | $1,630,148 | $9,969,680,137 | $487,717,058 | $10,457,397,195 |
| 27 | BRIGHTON JONES LLC | $4,173,923 | $9,949,152,738 | $101,653,961 | $10,050,806,699 |
| 28 | CHOREO, LLC | $768,898 | $7,828,268,908 | $2,149,719,730 | $9,977,988,638 |
| 29 | TAG ASSOCIATES LLC | $6,424,628 | $313,310,000 | $9,182,290,000 | $9,495,600,000 |
| 30 | MILL CREEK CAPITAL ADVISORS, LLC | $25,368,180 | $8,728,115,259 | $708,847,706 | $9,436,962,965 |
| 31 | CV ADVISORS LLC | $5,739,242 | $682,114,776 | $8,724,503,473 | $9,406,618,249 |
| 32 | THE MATHER GROUP, LLC | $683,047 | $7,584,242,198 | $995,516,873 | $8,579,759,071 |
| 33 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | $2,287,380 | $8,200,257,802 | — | $8,200,257,802 |
| 34 | HEBER FUGER WENDIN INC | $28,259,486 | $326,030,571 | $7,614,885,017 | $7,940,915,588 |
| 35 | CHURCHILL MANAGEMENT GROUP | $438,845 | $7,782,747,396 | $132,260,254 | $7,915,007,650 |
| 36 | PINNACLE ASSOCIATES, LTD. | $1,509,196 | $7,746,705,571 | — | $7,746,705,571 |
| 37 | ROPES WEALTH ADVISORS | $2,251,761 | $7,321,643,288 | $181,225,352 | $7,502,868,640 |
| 38 | VALEO FINANCIAL ADVISORS, LLC | $510,225 | $4,996,070,358 | $2,281,774,710 | $7,277,845,068 |
| 39 | WETHERBY ASSET MANAGEMENT | $2,063,215 | $7,048,913,505 | $223,917,779 | $7,272,831,284 |
| 40 | ADVISER INVESTMENTS | $591,393 | $7,249,692,715 | $198,250 | $7,249,890,965 |
| 41 | FRONTIER ASSET MANAGEMENT, LLC | $1,572,577 | $1,840,424,452 | $5,361,977,070 | $7,202,401,522 |
| 42 | MODERA WEALTH MANAGEMENT, LLC | $779,820 | $6,894,508,149 | $56,026,062 | $6,950,534,211 |
| 43 | SEVEN POST INVESTMENT OFFICE LP | $37,907,265 | $6,633,101,166 | $303,928,282 | $6,937,029,448 |
| 44 | EAST END ADVISORS, LLC | $192,238,303 | $1,191,330,576 | $5,729,248,327 | $6,920,578,903 |
| 45 | R M DAVIS INC | $1,182,445 | $6,654,939,342 | $150,030,811 | $6,804,970,153 |
| 46 | H.M. PAYSON | $1,999,802 | $6,233,288,400 | $518,043,483 | $6,751,331,883 |
| 47 | ALTAIR ADVISERS, LLC | $8,271,361 | $2,260,995,901 | $4,422,264,069 | $6,683,259,970 |
| 48 | COHO PARTNERS, LTD. | $5,397,569 | $6,660,600,000 | — | $6,660,600,000 |
| 49 | ORGEL WEALTH MANAGEMENT, LLC | $728,894 | $6,604,220,000 | $2,479,000 | $6,606,699,000 |
| 50 | CHOATE INVESTMENT ADVISORS | $2,597,390 | $5,756,751,965 | $830,229,415 | $6,586,981,380 |
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.
