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The RIA Giants

Top fee-only firms ranked ranked by discretionary AUM

Click firm name for company profile and contact info

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Rank Firm name Company website Discretionary assets Discretionary accounts Total assets Total accounts
       
1 GenSpring Family Offices LLC genspring.com $10.93B 3,823 $16.93B 5,249
2 Veritable LP veritablelp.com $8.85B 2,575 $8.85B 2,575
3 SCS Capital Management LLC scsfinancial.com $5.68B 124 $6.71B 124
4 Silvercrest Asset Management Group LLC silvercrestgroup.com $5.38B 2,730 $8.59B 3,456
5 The Mutual Fund Store mutualfundstore.com $5.10B 61,843 $5.10B 61,843
6 Ronald Blue & Co. LLC ronblue.com $4.82B 12,448 $4.88B 12,544
7 BBR Partners LLC bbrpartners.com $3.73B 649 $4.10B 667
8 Klingenstein Fields & Co. LLC klingenstein.com $3.33B 1,561 $3.39B 1,591
9 Mercer Global Advisors Inc. merceradvisors.com $3.23B 12,149 $3.23B 12,149
10 KLS Professional Advisors Group LLC klsadvisors.com $3.18B 4,411 $3.84B 6,235
11 Aspiriant LLC aspiriant.com $2.90B 2,587 $3.96B 2,956
12 Luminous Capital LLC luminouscap.com $2.82B 1,417 $3.15B 1,678
13 Welch & Forbes LLC welchforbes.com $2.67B 2,153 $3.04B 2,331
14 Ferguson Wellman Capital Management Inc. fergusonwellman.com $2.47B 1,736 $2.47B 1,736
15 Wetherby Asset Management wetherby.com $2.32B 2,640 $2.43B 2,697
16 Strategic Capital Advisers Inc. scadv.com $2.30B 130 $2.46B 137
17 Cornerstone Advisors Inc. buildbeyond.com $2.01B 1,649 $2.01B 1,649
18 R. M. Davis Inc. rmdavis.com $1.99B 3,181 $2.00B 3,190
19 Douglas C. Lane & Associates Inc. dclaonline.com $1.94B 2,941 $1.97B 2,966
20 Evanson Asset Management LLC evansonasset.com $1.78B 2,613 $1.79B 2,631
21 Inverness Counsel Inc. invernesscounsel.com $1.77B 894 $2.22B 1,117
22 Atherton Lane Advisers LLC athertonlane.com $1.77B 609 $1.90B 685
23 RegentAtlantic Capital LLC regentatlantic.com $1.72B 1,127 $1.75B 1,148
24 Geller Family Office Services LLC gellerco.com $1.71B 188 $2.07B 278
25 Buckingham Asset Management LLC investmentadvisornow.com $1.69B 4,181 $1.82B 4,469
26 Capital Investment Counsel Inc. cicinvestments.com $1.62B 3,409 $1.62B 3,409
27 Linscomb & Williams linscomb-williams.com $1.61B 3,852 $1.74B 4,456
28 Homrich Berg homrichberg.com $1.61B 2,894 $1.88B 3,045
29 Dearborn Partners LLC dearbornpartners.com $1.60B 442 $1.79B 454
30 Foundation Resource Management Inc. foundationresourcemanagement.com $1.58B 308 $1.58B 308
31 Silver Bridge silverbridgeadv.com $1.57B 1,240 $1.63B 1,293
32 Savant Capital Management Inc. savantcapital.com $1.56B 1,934 $1.58B 1,935
33 Choate Investment Advisors choate.com $1.54B 1,062 $1.80B 1,270
34 Brighton Jones LLC brightonjones.com $1.52B 447 $1.52B 447
35 myCIO Wealth Partners LLC myciowp.com $1.51B 1,766 $4.34B 3,274
36 Ballentine Partners ballentinepartners.com $1.51B 867 $2.53B 2,023
37 Tolleson Private Wealth Management tollesonwealth.com $1.51B 970 $2.04B 1,699
38 Evercore Wealth Management LLC evercorewealthmanagement.com $1.51B 445 $1.56B 462
39 Signature Financial Management Inc. sigfin.com $1.50B 678 $2.09B 734
40 RMB Capital Management rmbcap.com $1.45B 6,084 $1.61B 6,993
41 Bingham Osborn & Scarborough LLC bosinvest.com $1.40B 2,112 $2.00B 3,058
42 Dowling & Yahnke LLC dywealth.com $1.39B 2,318 $1.39B 2,318
43 Balasa Dinverno & Foltz LLC bdfllc.com $1.37B 2,863 $1.48B 2,912
44 Laird Norton Tyee Asset Strategies LLC lntyee.com $1.36B 995 $1.51B 1,335
45 Plancorp Inc. plancorp.com $1.36B 2,845 $1.39B 3,015
46 WCM Investment Management wcminvest.com $1.34B 489 $1.35B 491
47 Mill Creek Capital Advisors LLC millcreekcap.com $1.30B 2,200 $1.50B 2,210
48 Highmount Capital hmcap.com $1.30B 76 $1.56B 78
49 Merriman Inc. merriman.com $1.29B 5,450 $1.29B 5,450
50 Robertson Griege & Thoele rgtnet.com $1.26B 336 $1.26B 336

Methodology
RIA Database RIA firms based on discretionary assets under management as defined by the Securities and Exchange Commission and reported as of March 31, 2010. 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 or 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: RIADatabase.com