Investment Adviser Rankings
Explore SEC Form ADV-based rankings for registered investment advisers by scale, growth, productivity, wealth client focus, institutional client focus, and pooled vehicle exposure.
Scale
- Largest RIAs by Accounts
SEC-registered investment advisers ranked by latest reported total client accounts from ADV Part 1 filings.
- Top 100 RIAs by AUM
The largest SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
- Top 100 RIAs by Employees
The largest SEC-registered investment advisers ranked by latest reported employee count from ADV Part 1 filings.
Growth
- Fastest Growing RIAs by Accounts
SEC-registered investment advisers ranked by percentage growth in reported client accounts between their latest and prior ADV Part 1 filings.
- Fastest Growing RIAs by AUM
SEC-registered investment advisers ranked by percentage growth in reported regulatory AUM between their latest and prior ADV Part 1 filings.
- Fastest Growing RIAs by Headcount
SEC-registered investment advisers ranked by percentage growth in reported employee count between their latest and prior ADV Part 1 filings.
Productivity
- Highest AUM per Account RIAs
SEC-registered investment advisers ranked by reported regulatory AUM per client account from ADV Part 1 filings.
- Highest AUM per Employee RIAs
SEC-registered investment advisers ranked by reported regulatory AUM per employee from ADV Part 1 filings.
Wealth
- Top RIAs for High-Net-Worth Clients
SEC-registered investment advisers ranked by reported assets from high-net-worth individual clients in ADV Part 1 filings.
- Top RIAs for Individual Clients
SEC-registered investment advisers ranked by reported individual-client relationships in ADV Part 1 filings.
- Top Wealth Management RIAs
SEC-registered investment advisers ranked by reported assets from high-net-worth and other individual clients in ADV Part 1 filings.
- Most Wealth-Focused RIAs
SEC-registered investment advisers ranked by the share of reported client-type assets tied to individual wealth clients.
Institutional
- Top Institutional Investment Advisers
SEC-registered investment advisers ranked by reported assets from institutional client categories in ADV Part 1 filings.
- Top RIAs for Charities and Nonprofits
SEC-registered investment advisers ranked by reported assets from charitable organization clients in ADV Part 1 filings.
- Top RIAs for Corporations
SEC-registered investment advisers ranked by reported assets from corporation and business clients in ADV Part 1 filings.
- Top RIAs for Insurance Companies
SEC-registered investment advisers ranked by reported assets from insurance company clients in ADV Part 1 filings.
- Top RIAs for Pension Plans
SEC-registered investment advisers ranked by reported assets from pension and profit-sharing plan clients in ADV Part 1 filings.
- Most Institutional-Focused RIAs
SEC-registered investment advisers ranked by the share of reported client-type assets tied to institutional clients.
Fund / Pooled
- Largest Private Fund Advisers
SEC-registered investment advisers that report managing private funds, ranked by latest regulatory assets under management.
- Largest Venture Capital Advisers
SEC-registered investment advisers that report managing venture capital funds, ranked by latest regulatory assets under management.
- Top Investment Company Advisers
SEC-registered investment advisers ranked by reported assets from registered investment company clients in ADV Part 1 filings.
- Top Pooled Investment Vehicle Advisers
SEC-registered investment advisers ranked by reported assets from pooled investment vehicle clients in ADV Part 1 filings.
- Most Fund-Focused RIAs
SEC-registered investment advisers ranked by the share of reported client-type assets tied to pooled vehicles and investment companies.