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 |
|---|---|---|---|---|---|
| 51 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 52 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 53 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
| 54 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
| 55 | ARISTA ADVISORY GROUP, LLC | $302,998 | $206,079,038 | $10,564,793 | $216,643,831 |
| 56 | BLUE SQUARE ASSET MANAGEMENT, LLC | $605,652 | $224,877,587 | $66,440,856 | $291,318,443 |
| 57 | CLEAR POINT ADVISORS, INC. | $403,711 | $226,077,883 | — | $226,077,883 |
| 58 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | $393,081 | $228,380,286 | — | $228,380,286 |
| 59 | HUDSON ADVISOR SERVICES, INC. | $499,834 | $234,207,417 | $44,699,894 | $278,907,311 |
| 60 | PIERMONT WEALTH MANAGEMENT INC. | $560,668 | $235,480,560 | — | $235,480,560 |
| 61 | LANDMARK WEALTH MANAGEMENT, LLC | $391,447 | $241,522,541 | — | $241,522,541 |
| 62 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 63 | CARSWELL INVESTMENTS, LLC | $501,932 | $246,950,449 | — | $246,950,449 |
| 64 | GOALVEST ADVISORY LLC | $458,463 | $252,154,542 | — | $252,154,542 |
| 65 | CHERRYDALE WEALTH MANAGEMENT, LLC | $1,041,043 | $253,061,238 | $953,139 | $254,014,377 |
| 66 | TWO POINT CAPITAL MANAGEMENT, INC. | $2,786,920 | $256,396,647 | — | $256,396,647 |
| 67 | ADIRONDACK CAPITAL ADVISORS, LLC | $349,172 | $265,719,615 | — | $265,719,615 |
| 68 | SHADE TREE ADVISORS LLC | $5,931,493 | $272,848,683 | — | $272,848,683 |
| 69 | SAMALIN WEALTH | $330,444 | $284,269,659 | $41,217,960 | $325,487,619 |
| 70 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 71 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 72 | ARISTA WEALTH ADVISORS, LTD | $504,262 | $292,964,769 | $11,588 | $292,976,357 |
| 73 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 74 | TAG ASSOCIATES LLC | $6,424,628 | $313,310,000 | $9,182,290,000 | $9,495,600,000 |
| 75 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 76 | HERON WEALTH | $302,751 | $321,134,708 | $133,596,688 | $454,731,396 |
| 77 | R.W. ROGE & COMPANY, INC | $471,479 | $325,230,114 | $17,535,078 | $342,765,192 |
| 78 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 79 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | $300,943 | $326,068,170 | $4,066,215 | $330,134,385 |
| 80 | S.E.E.D. PLANNING GROUP, LLC | $298,297 | $329,916,002 | — | $329,916,002 |
| 81 | LONG RUN WEALTH ADVISORS, LLC | $224,761 | $337,558,030 | $44,085,692 | $381,643,722 |
| 82 | LANDMARK WEALTH MANAGEMENT | $1,785,108 | $346,723,100 | $72,777,300 | $419,500,400 |
| 83 | SOCHA FINANCIAL GROUP, LLC | $494,978 | $357,374,320 | — | $357,374,320 |
| 84 | SPIELBERGER & BROOKS, INC. | $1,599,965 | $369,729,902 | $7,861,896 | $377,591,798 |
| 85 | CANDACE SHIRA ASSOCIATES, LLC | $402,572 | $381,847,702 | $6,634,568 | $388,482,270 |
| 86 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
| 87 | HIGH PROBABILITY ADVISORS, LLC | $1,082,142 | $426,691,529 | $32,136,810 | $458,828,339 |
| 88 | OXLER PRIVATE WEALTH | $1,749,696 | $455,214,306 | $3,205,956 | $458,420,262 |
| 89 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 90 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 91 | OGOREK WEALTH MANAGEMENT, LLC | $2,707,953 | $487,431,467 | — | $487,431,467 |
| 92 | NORTHCAPE WEALTH MANAGEMENT | $395,997 | $500,946,597 | $17,413,378 | $518,359,975 |
| 93 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 94 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 95 | INDEPENDENT FAMILY OFFICE, LLC | $4,098,084 | $507,864,117 | $298,346 | $508,162,463 |
| 96 | MCCOLLUM CHRISTOFERSON GROUP, LLC | $695,491 | $509,795,227 | — | $509,795,227 |
| 97 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 98 | SICART ASSOCIATES, LLC | $2,013,453 | $523,497,849 | — | $523,497,849 |
| 99 | WEBER ASSET MANAGEMENT, INC. | $761,067 | $534,269,297 | — | $534,269,297 |
| 100 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
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.
