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 |
|---|---|---|---|---|---|
| 1 | KUTZ AND COMPANY INC. | $851,051 | $100,424,042 | — | $100,424,042 |
| 2 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
| 3 | GODFREY FINANCIAL ASSOCIATES, INC. | $181,670 | $101,553,523 | — | $101,553,523 |
| 4 | MARATHON MISSION | $238,557 | $106,635,049 | — | $106,635,049 |
| 5 | COVE PRIVATE WEALTH, LLC | $9,938,607 | $109,324,677 | — | $109,324,677 |
| 6 | FREEDOM FAMILY OFFICE, LLC | $1,034,790 | $110,722,483 | — | $110,722,483 |
| 7 | WISE WEALTH MANAGEMENT, LLC | $454,359 | $114,222,962 | $275,535 | $114,498,497 |
| 8 | MARATHON WEALTH MANAGEMENT, INC. | $525,114 | $115,000,000 | — | $115,000,000 |
| 9 | SARATOGA WEALTH ADVISORS, LLC | $403,443 | $116,082,230 | $512,747 | $116,594,977 |
| 10 | ARMORY CAPITAL MANAGEMENT, LLC | $412,216 | $100,185,590 | $18,944,965 | $119,130,555 |
| 11 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | $131,708 | $114,611,957 | $4,583,890 | $119,195,847 |
| 12 | HURLEY CAPITAL, LLC | $628,128 | $120,600,581 | — | $120,600,581 |
| 13 | HUDSON COMPANIES | $352,477 | $100,190,827 | $23,176,053 | $123,366,880 |
| 14 | BROOKLYN FI, LLC | $186,964 | $127,509,298 | — | $127,509,298 |
| 15 | CAPITAL FINANCIAL SERVICES LLC | $263,645 | $127,604,183 | — | $127,604,183 |
| 16 | BPC ADVISORS LLC | $1,101,170 | $131,039,283 | — | $131,039,283 |
| 17 | LONG ISLAND WEALTH MANAGEMENT, INC. | $386,203 | $134,738,135 | $3,522,542 | $138,260,677 |
| 18 | FIFTH SET PRIVATE WEALTH MANAGEMENT LLC | $508,739 | $111,132,418 | $28,262,102 | $139,394,520 |
| 19 | SAFRAN WEALTH ADVISORS, LLC | $1,384,059 | $131,136,094 | $10,037,954 | $141,174,048 |
| 20 | EXCOMP ASSET MANAGEMENT LTD | $368,809 | $142,360,199 | — | $142,360,199 |
| 21 | FLORIAN FINANCIAL GROUP LLC | $196,969 | $142,802,713 | — | $142,802,713 |
| 22 | KEYSTONE GLOBAL PARTNERS LLC | $608,872 | $136,281,762 | $6,803,148 | $143,084,910 |
| 23 | DEL-SETTE CAPITAL MANAGEMENT, LLC | $236,107 | $147,094,691 | — | $147,094,691 |
| 24 | GOLDEN BAY ADVISORS LLC | $611,951 | $133,663,150 | $15,040,906 | $148,704,056 |
| 25 | SAGE INVESTMENT ADVISERS LLC | $319,329 | $152,000,840 | — | $152,000,840 |
| 26 | WINTHROP PARTNERS - WNY, LLC | $587,456 | $149,238,516 | $2,912,544 | $152,151,060 |
| 27 | CANTY FINANCIAL MANAGEMENT, INC. | $385,381 | $138,149,263 | $14,076,171 | $152,225,434 |
| 28 | INFINITI WEALTH MANAGEMENT | $291,731 | $155,492,849 | — | $155,492,849 |
| 29 | FORTERIS WEALTH MANAGEMENT, INC. | $366,276 | $155,084,200 | $949,500 | $156,033,700 |
| 30 | MILLER, GESKO & COMPANY INC. | $680,069 | $135,086,606 | $30,850,177 | $165,936,783 |
| 31 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $268,889 | $86,712,264 | $80,805,397 | $167,517,661 |
| 32 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 33 | BLUE SPARK CAPITAL ADVISORS | $619,225 | $173,382,911 | — | $173,382,911 |
| 34 | ADC WEALTH MANAGEMENT, LLC | $797,781 | — | $174,714,000 | $174,714,000 |
| 35 | BREWSTER FINANCIAL PLANNING LLC | $321,310 | $176,065,178 | $333,875 | $176,399,053 |
| 36 | UNITED FINANCIAL PLANNING GROUP LLC | $338,505 | $172,431,995 | $4,605,881 | $177,037,876 |
| 37 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 38 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 39 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | $412,556 | $184,000,000 | — | $184,000,000 |
| 40 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 41 | PELKONEN AND ASSOCIATES LLC | $230,077 | $185,065,722 | $8,658,918 | $193,724,640 |
| 42 | FLOWER CITY CAPITAL LLC | $379,408 | $174,473,221 | $22,060,084 | $196,533,305 |
| 43 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
| 44 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 45 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | $636,863 | — | $200,611,899 | $200,611,899 |
| 46 | PROFESSIONAL FINANCIAL | $456,461 | $182,389,518 | $21,191,944 | $203,581,462 |
| 47 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
| 48 | ARISTA ADVISORY GROUP, LLC | $302,998 | $206,079,038 | $10,564,793 | $216,643,831 |
| 49 | CLEAR POINT ADVISORS, INC. | $403,711 | $226,077,883 | — | $226,077,883 |
| 50 | AMORE AMBRO, LLC | $831,144 | $95,672,577 | $132,060,984 | $227,733,561 |
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.
