Numbers Game

RIA rundown 2019: Largest fee-only RIAs

Ranked by total assets under management

Jun 1, 2019 @ 6:00 am

By Ellie Zhu

Rank 2019 2019 Total Discretionary Nondiscretionary
Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees
1 Hall Capital Partners
1 Maritime Plaza, Sixth Floor
San Francisco, CA 94111
(415) 288-0544
hallcapital.com
$36,253.90 174 $12,011.60 62 $24,242.30 112 157
2 Moneta Group Investment Advisors
100 South Brentwood, Suite 500
Clayton, MO 63105
(314) 726-2300
monetagroup.com
$20,257.50 25,379 $9,217.10 3,992 $11,040.30 21,387 300
3 Jasper Ridge Partners
201 Main St., Suite 1000
Fort Worth, TX 76102
(817) 333-0027
jasperridge.com
$20,001.70 40 $19,288.10 35 $713.60 5 82
4 Silvercrest Asset Management Group
1330 Avenue of the Americas, 38th Floor
New York, NY 10019
(212) 649-0600
silvercrestgroup.com
$19,032.20 1,218 $14,244.60 1,192 $4,787.60 26 129
5 BBR Partners
2 Grand Central Tower, 140 E. 45th St., 26th Fl.
New York, NY 10017
(212) 313-9870
bbrpartners.com
$15,886.20 3,670 $13,748.60 3,460 $2,137.60 210 115
6 Comprehensive Financial Management
720 University Ave., Suite 200
Los Gatos, CA 95032
(408) 358-3316
cfmoffice.com
$14,175.00 45 $14,175.00 45 $0.00 0 29
7 Tiedemann Advisors
520 Madison Ave., 26th Floor
New York, NY 10022
(212) 396-5900
linkedin.com/company/tiedemann-advisors
$13,920.60 407 $11,574.30 326 $2,346.40 81 115
8 Summit Rock Advisors
9 W. 57th St., 12th Floor
New York, NY 10019
(212) 993-7150
summit-rock.com
$13,720.90 139 $6,450.30 97 $7,270.60 42 63
9 Aspiriant
11100 Santa Monica Blvd., Suite 600
Los Angeles, CA 90025
(310) 806-4000
aspiriant.com
$11,670.00 8,669 $9,903.60 7,303 $1,766.40 1,366 155
10 Bahl & Gaynor
255 E. Fifth St., Suite 2700
Cincinnati, OH 45202
(513) 287-6100
twitter.com/bahlgaynor
$11,524.50 2,211 $10,744.30 2,130 $780.30 81 23
11 Brownson, Rehmus & Foxworth
200 S. Wacker Dr., Suite 2300
Chicago, IL 60606
(312) 346-5850
brfadvisors.com
$10,892.90 7,451 $0.00 0 $10,892.90 7,451 52
12 Mercer Global Advisors
1200 17th St., 25th Floor
Denver, CO 80202
(800) 258-1559
merceradvisors.com
$10,687.20 28,708 $10,323.50 26,961 $363.70 1,747 342
13 Johnson Investment Counsel
3777 West Fork Rd.
Cincinnati, OH 45247
(513) 661-3100
johnsoninv.com
$10,661.20 11,001 $10,661.20 11,001 $0.00 0 116
14 Appleton Partners
1 Post Office Square, Sixth Floor
Boston, MA 2109
(617) 338-0700
appletonpartners.com
$9,650.80 5,931 $9,650.80 5,931 $0.00 0 49
15 Jordan Park Group
100 Pine St., Suite 2600
San Francisco, CA 94111
(415) 417-3000
linkedin.com/company/jordanpark
$9,237.70 1,167 $9,237.70 1,167 $0.00 0 53
16 FCI Advisors
5901 College Blvd., Suite 110
Overland Park, KS 66211
(800) 615-2536
fciadvisors.com
$8,613.10 12,406 $7,490.40 11,113 $1,122.60 1,293 63
17 Personal Capital Advisors Corporation
250 Montgomery St., Suite 700
San Francisco, CA 94104
(415) 800-5922
personalcapital.com
$8,558.60 52,331 $8,558.60 52,331 $0.00 0 236
18 Pathstone
10 Sterling Blvd., Suite 402
Englewood, NJ 7631
(201) 944-7284
pathstone.com
$8,534.40 8,334 $3,734.90 6,010 $4,799.50 2,324 112
19 Tag Associates
810 Seventh Ave., Seventh Floor
New York, NY 10019
(212) 275-1500
tagassoc.com
$8,054.50 1,101 $290.90 92 $7,763.50 1,009 68
20 WE Family Offices
701 Brickell Ave., Suite 2100
Miami, FL 33131
(305) 825-2225
wefamilyoffices.com
$7,402.70 73 $0.00 0 $7,402.70 73 47
21 Loring, Wolcott & Coolidge Fiduciary Advisors
230 Congress St.
Boston, MA 02110
(617) 523-6531
sustainabilitygroup.com
$7,242.40 2,850 $7,053.60 2,831 $188.80 19 90
22 Williams, Jones & Associates
717 Fifth Ave., 11th Floor
New York, NY 10022
(212) 935-8750
williamsjones.com
$6,989.80 3,974 $6,829.00 3,722 $160.80 252 38
23 Boston Private Wealth
1 Federal St., 30th Floor
Boston, MA 2110
(617) 223-0200
bostonprivate.com/personal/wealth-management
$6,789.20 5,274 $6,405.80 5,158 $383.40 116 96
24 Ballentine Partners
230 Third Ave., Suite 6
Waltham, MA 2451
(781) 341-1300
ballentinepartners.com
$6,424.60 4,019 $4,231.60 2,398 $2,193.00 1,621 73
25 East End Advisors
610 Fifth Ave., Fifth Floor
New York, NY 10020
(212) 218-8137
$6,358.80 33 $1,487.30 16 $4,871.50 17 16
26 KLS Professional Advisors Group
1325 Avenue of the Americas, 14th Floor
New York, NY 10019
(212) 355-0346
klsadvisors.com
$5,848.70 8,729 $5,336.30 5,808 $512.50 2,921 55
27 Athena Capital Advisors
55 Old Bedford Rd., Suite 302
Lincoln, MA 1773
(781) 274-9300
linkedin.com/company/athena-capital-advisors/
$5,822.90 429 $5,212.10 361 $610.90 68 44

28 Fiduciary Counselling
2000 Wells Fargo Place
St Paul, MN 55101
(651) 228-0935 $5,751.10 1,487 $2,473.70 1,266 $3,277.40 221 74

29 Mill Creek Capital Advisors
161 Washington Street, Suite 1500
Conshohocken, PA 19428
(610-941-7700
http://www.mireekcap.com
$5,623.05 337 $5,083.32 327 $539.72 10 29
30 Churchill Management Group
5900 Wilshire Blvd., Suite 400
Los Angeles, CA 90036
(323) 937-7110
churchillmanagement.com
$5,500.30 17,055 $5,360.60 16,444 $139.70 611 56

31 Homrich Berg
3550 Lenox Road, Ne, Suite 2700
Atlanta, GA 30326
404-264-1400 $5,457.26 8,190 $4,921.20 8,010 $536.06 180 98
32 Savant Capital Management
190 Buckley Dr.
Rockford, IL 61107
(815) 227-0300
savantcapital.com
$5,383.00 4,831 $5,383.00 4,831 $0.00 0 163

33 Pinnacle Associates
335 Madison Ave., Suite 1100
New York, NY 10017
(212) 652-3200
pinnacleinsights.org
$5,323.80 4,334 $5,323.80 4,334 $0.00 0 55

34 Brighton Jones
2030 1st Ave., Third Floor
Seattle, WA 98121
(206) 258-5000
brightonjones.com
$5,299.30 1,718 $5,163.90 1,714 $135.40 4 170

35 Seven Bridges Advisors
9 W. 57th St., 29th Floor
New York, NY 10019
(212) 490-6320
sevenbridgesadvisors.com
$5,068.40 125 $2,223.30 20 $2,845.10 105 23

36 CV Advisors
19495 Biscayne Blvd., Suite 808
Aventura, FL 33180
(305) 358-5990
cv-advisors.com
$5,064.50 576 $510.40 101 $4,554.10 475 40

37 Adviser Investments
85 Wells Ave., Suite 109
Newton, MA 2459
(617) 321-2200
adviserinvestments.com
$5,014.00 10,533 $5,014.00 10,533 $0.00 0 83

38 Ferguson Wellman Capital Management
888 SW Fifth Ave., Suite 1200
Portland, OR 97204
(503) 226-1444
facebook.com/fergusonwellman
$4,965.80 3,011 $4,965.80 3,011 $0.00 0 48

39 The Bollard Group
1 Joy St.
Boston, MA 2108
(617) 720-5800
bollard.com
$4,940.60 543 $4,876.30 514 $64.30 29 30

40 Wetherby Asset Management
580 California St., Eighth Floor
San Francisco, CA 94104
(415) 399-9159
wetherby.com
$4,851.90 3,568 $4,616.70 3,483 $235.30 85 69

41 Seven Post Investment Office
1 Montgomery St., Suite 3150
San Francisco, CA 94104
415) 341-9300
sevenpost.com
$4,515.80 151 $4,283.00 143 $232.80 8 16

42 Choate Investment Advisors
2 International Place, Suite 3000
Boston, MA 02110
(617) 973-4900
twitter.com/choateia
$4,495.30 2,387 $3,863.20 2,211 $632.10 176 14

43 Altair Advisers
303 W. Madison St., Suite 600
Chicago, IL 60606
(312) 429-3000
altairadvisers.com
$4,404.40 701 $1,220.30 365 $3,184.10 336 49

44 EP Wealth Advisors
21515 Hawthorne Blvd., Suite1200
Torrance, CA 90503
(310) 543-4559
epwealth.com
$4,390.00 9,111 $4,290.00 8,959 $100.00 152 99

45 Ropes Wealth Advisors
Prudential Tower
Boston, MA 02199
(617) 235-4260
ropeswealthadvisors.com
$4,260.40 2,760 $4,121.50 2,705 $138.80 55 34

46 Bridges Investment Management
1125 S. 103 St., Suite 580
Omaha, NE 68124
(402) 397-4700
bridgesinv.com
$4,235.30 1,652 $4,124.60 1,562 $110.60 90 35

47 Dowling & Yahnke
12265 El Camino Real, Suite 300
San Diego, CA 92130
(858) 509-9500
dyinc.com
$4,235.20 4,299 $4,235.20 4,299 $0.00 0 44

48 Orgel Wealth Management
2420 Rivers Edge Dr.
Altoona, WI 54720
(715) 835-6525
orgelwealth.com
$4,191.40 7,392 $4,191.40 7,392 $0.00 0 45

49 Gofen And Glossberg
455 Cityfront Plaza, Suite 3000
Chicago, IL 60611
(312) 828-1100
gofen.com
$4,186.90 3,093 $3,937.70 2,996 $249.20 97 27

50 The Mather Group
353 N. Clark St., Suite 2775
Chicago, IL 60654
(630) 537-1078
themathergroup.com
$4,145.20 5,825 $2,931.50 2,993 $1,213.80 2,832 52

51 Balasa Dinverno Foltz
500 Park Blvd., Suite 1400
Itasca, IL 60143
(630) 875-4900
linkedin.com/company/balasa-dinverno-foltz
$4,136.70 5,346 $4,136.70 5,346 $0.00 0 44

52 B|O|S
345 California St., Suite 1100
San Francisco, CA 94104
(415) 781-8535
facebook.com/bosinvest
$4,056.80 3,424 $3,480.50 3,273 $576.30 151 41

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 Jan. 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) nor one who is an insurance company or agency.
Source: InvestmentNews Data. Visit data.InvestmentNews.com/ria for more-complete profiles and financials. Contact the InvestmentNews data team at IN-data@investmentnews.com for more information.

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