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 | OGOREK WEALTH MANAGEMENT, LLC | $2,707,953 | $487,431,467 | — | $487,431,467 |
| 52 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 53 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 54 | OXLER PRIVATE WEALTH | $1,749,696 | $455,214,306 | $3,205,956 | $458,420,262 |
| 55 | HIGH PROBABILITY ADVISORS, LLC | $1,082,142 | $426,691,529 | $32,136,810 | $458,828,339 |
| 56 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
| 57 | CANDACE SHIRA ASSOCIATES, LLC | $402,572 | $381,847,702 | $6,634,568 | $388,482,270 |
| 58 | SPIELBERGER & BROOKS, INC. | $1,599,965 | $369,729,902 | $7,861,896 | $377,591,798 |
| 59 | SOCHA FINANCIAL GROUP, LLC | $494,978 | $357,374,320 | — | $357,374,320 |
| 60 | LANDMARK WEALTH MANAGEMENT | $1,785,108 | $346,723,100 | $72,777,300 | $419,500,400 |
| 61 | LONG RUN WEALTH ADVISORS, LLC | $224,761 | $337,558,030 | $44,085,692 | $381,643,722 |
| 62 | S.E.E.D. PLANNING GROUP, LLC | $298,297 | $329,916,002 | — | $329,916,002 |
| 63 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | $300,943 | $326,068,170 | $4,066,215 | $330,134,385 |
| 64 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 65 | R.W. ROGE & COMPANY, INC | $471,479 | $325,230,114 | $17,535,078 | $342,765,192 |
| 66 | HERON WEALTH | $302,751 | $321,134,708 | $133,596,688 | $454,731,396 |
| 67 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 68 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 69 | ARISTA WEALTH ADVISORS, LTD | $504,262 | $292,964,769 | $11,588 | $292,976,357 |
| 70 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 71 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 72 | SAMALIN WEALTH | $330,444 | $284,269,659 | $41,217,960 | $325,487,619 |
| 73 | SHADE TREE ADVISORS LLC | $5,931,493 | $272,848,683 | — | $272,848,683 |
| 74 | ADIRONDACK CAPITAL ADVISORS, LLC | $349,172 | $265,719,615 | — | $265,719,615 |
| 75 | TWO POINT CAPITAL MANAGEMENT, INC. | $2,786,920 | $256,396,647 | — | $256,396,647 |
| 76 | CHERRYDALE WEALTH MANAGEMENT, LLC | $1,041,043 | $253,061,238 | $953,139 | $254,014,377 |
| 77 | GOALVEST ADVISORY LLC | $458,463 | $252,154,542 | — | $252,154,542 |
| 78 | CARSWELL INVESTMENTS, LLC | $501,932 | $246,950,449 | — | $246,950,449 |
| 79 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 80 | LANDMARK WEALTH MANAGEMENT, LLC | $391,447 | $241,522,541 | — | $241,522,541 |
| 81 | PIERMONT WEALTH MANAGEMENT INC. | $560,668 | $235,480,560 | — | $235,480,560 |
| 82 | HUDSON ADVISOR SERVICES, INC. | $499,834 | $234,207,417 | $44,699,894 | $278,907,311 |
| 83 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | $393,081 | $228,380,286 | — | $228,380,286 |
| 84 | CLEAR POINT ADVISORS, INC. | $403,711 | $226,077,883 | — | $226,077,883 |
| 85 | BLUE SQUARE ASSET MANAGEMENT, LLC | $605,652 | $224,877,587 | $66,440,856 | $291,318,443 |
| 86 | ARISTA ADVISORY GROUP, LLC | $302,998 | $206,079,038 | $10,564,793 | $216,643,831 |
| 87 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
| 88 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
| 89 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 90 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 91 | PELKONEN AND ASSOCIATES LLC | $230,077 | $185,065,722 | $8,658,918 | $193,724,640 |
| 92 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | $412,556 | $184,000,000 | — | $184,000,000 |
| 93 | PROFESSIONAL FINANCIAL | $456,461 | $182,389,518 | $21,191,944 | $203,581,462 |
| 94 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 95 | BREWSTER FINANCIAL PLANNING LLC | $321,310 | $176,065,178 | $333,875 | $176,399,053 |
| 96 | FLOWER CITY CAPITAL LLC | $379,408 | $174,473,221 | $22,060,084 | $196,533,305 |
| 97 | BLUE SPARK CAPITAL ADVISORS | $619,225 | $173,382,911 | — | $173,382,911 |
| 98 | UNITED FINANCIAL PLANNING GROUP LLC | $338,505 | $172,431,995 | $4,605,881 | $177,037,876 |
| 99 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 100 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
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.
