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The RIA Giants

Top fee-only registered investment advisers ranked by discretionary assets under management

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Rank Firm name State Discretionary assets Discretionary accounts Total assets Total accounts Employees Clients
         
1 Veritable LP PA $7.61B 2,415 $7.61B 2,415 51-250 More than 500
2 Silvercrest Asset Management Group LLC NY $5.90B 2,310 $7.90B 2,874 51-250 More than 500
3 Rockefeller & Co. Inc. NY $5.04B 1,779 $5.59B 2,030 51-250 251-500
4 Ronald Blue & Co. LLC GA $4.23B 12,244 $4.24B 12,344 251-500 More than 500
5 Everett Harris & Co. CA $4.21B 783 $4.96B 1,067 11-50 251-500
6 Geller Family Office Services LLC NY $3.76B 138 $4.15B 242 11-50 26-100
7 Aspiriant LLC CA $3.13B 2,587 $3.61B 2,956 51-250 N/A
8 Klingenstein Fields & Co. LLC NY $2.99B 1,590 $3.05B 1,609 11-50 More than 500
9 KLS Professional Advisors Group LLC NY $2.84B 4,069 $3.46B 6,126 11-50 More than 500
10 BBR Partners LLC NY $2.73B 758 $3.10B 782 11-50 More than 500
11 Mercer Global Advisors Inc. AZ $2.60B 12,912 $2.60B 12,912 51-250 More than 500
12 Calibre Advisory Services Inc. MA $2.51B 2,863 $2.69B 3,029 51-250 251-500
13 Avalon Advisors LLC TX $2.43B 1,082 $2.93B 1,457 11-50 101-250
14 Welch & Forbes LLC MA $2.39B 2,102 $2.73B 2,290 51-250 More than 500
15 Ferguson Wellman Capital Management Inc. OR $2.19B 1,696 $2.19B 1,696 11-50 251-500
16 Northside Capital Management LLC OR $1.92B 21 $1.92B 21 1-5 11-25
17 Reinhart Partners Inc. WI $1.83B 1,075 $1.83B 1,075 11-50 more than 500
18 Federal Street Partners LLC CT $1.78B 7 $2.14B 9 11-50 1-10
19 R. M. Davis Inc. ME $1.78B 3,101 $1.79B 3,115 11-50 more than 500
20 Cornerstone Advisors Inc. WA $1.74B 1,576 $1.74B 1,576 11-50 251-500
21 Inverness Counsel Inc. NY $1.73B 919 $2.17B 1,149 11-50 More than 500
22 Wetherby Asset Management CA $1.72B 2,659 $2.12B 2,843 11-50 More than 500
23 Dearborn Partners LLC IL $1.70B 773 $2.02B 787 11-50 251-500
24 Homrich Berg GA $1.61B 2,822 $1.70B 2,923 51-250 More than 500
25 Douglas C. Lane & Associates Inc. NY $1.51B 2,858 $1.54B 2,887 11-50 More than 500
26 Ballentine Partners NH $1.51B 867 $2.53B 2,023 11-50 101-250
27 Martin & Co. Investment Counsel TN $1.50B 307 $1.50B 307 11-50 101-250
28 Evanson Asset Management LLC CA $1.49B 2,540 $1.50B 2,552 6-10 More than 500
29 Gresham Partners LLC IL $1.45B 16 $1.95B 1,613 11-50 26-100
30 Partners Capital Investment Group LLC MA $1.42B 26 $2.43B 238 11-50 251-500
31 RegentAtlantic Capital LLC NJ $1.38B 1,117 $1.41B 1,141 11-50 More than 500
32 Capital Investment Counsel Inc. CO $1.38B 3,151 $1.38B 3,151 11-50 More than 500
33 Atherton Lane Advisers LLC CA $1.30B 567 $1.43B 643 11-50 More than 500
34 Foundation Resource Management Inc. AR $1.29B 274 $1.29B 274 6-10 101-250
35 Athena Capital Advisors LLC MA $1.27B 150 $2.42B 162 11-50 26-100
36 WCM Investment Management CA $1.26B 568 $1.27B 573 11-50 251-500
37 Tolleson Private Wealth Management TX $1.22B 811 $1.78B 1,520 11-50 26-100
38 Bingham Osborn & Scarborough LLC CA $1.20B 2,015 $1.70B 3,086 11-50 more than 500
39 Laird Norton Tyee Asset Strategies LLC WA $1.18B 1,027 $1.38B 1,385 51-250 251-500
40 Savant Capital Management Inc. IL $1.18B 1,902 $1.19B 1,903 51-250 More than 500
41 Choate Investment Advisors MA $1.18B 905 $1.51B 1,164 6-10 251-500
42 Neville Rodie & Shaw Inc. NY $1.15B 933 $1.22B 973 11-50 251-500
43 Paul Comstock Partners TX $1.14B 121 $1.14B 121 11-50 101-250
44 Highmount Capital NY $1.14B 68 $1.35B 70 11-50 26-100

RIA Database Top 50 Fee-Only RIA Report Definitions & Methodology:

RIA Database's Top 50 RIA Report ranked registered investment advisers (RIAs) based on discretionary assets under management as defined by the Security and Exchange Commission as of March 31, 2009.

Firms were included based on the following criteria:

1. Greater than 50% of their business must serve the retail marketplace.
2. They must provide financial planning services, portfolio management for individuals, or conduct due diligence on third-party advisers.
3. They must not be doing business as a broker-dealer.
4. They must not charge commissions and must not have registered representative employees at the firm.
5. The RIA firm must provide wealth management services.
6. A dominant portion of the RIA business must not be managing proprietary products.

Source: www.RIADatabase.com