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 | KORE PRIVATE WEALTH, LLC | $877,611 | $5,121,738,954 | — | $5,121,738,954 |
| 2 | GELLER ADVISORS LLC | $7,476,726 | $4,817,558,415 | $19,883,251 | $4,837,441,666 |
| 3 | INVERNESS COUNSEL, LLC | $4,309,500 | $3,839,486,022 | $629,465,700 | $4,468,951,722 |
| 4 | ALESCO ADVISORS LLC | $3,152,467 | $4,403,996,823 | — | $4,403,996,823 |
| 5 | BARRETT ASSET MANAGEMENT, LLC | $3,980,131 | $2,874,235,704 | $63,100,765 | $2,937,336,469 |
| 6 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
| 7 | PINE RIDGE ADVISERS LLC | $116,301,668 | $2,674,938,353 | — | $2,674,938,353 |
| 8 | STELAC ADVISORY SERVICES LLC | $6,394,392 | $2,365,283,216 | $281,995,083 | $2,647,278,299 |
| 9 | CAPITAL COUNSEL LLC | $4,023,055 | $2,579,122,629 | $7,702,047 | $2,586,824,676 |
| 10 | BRIDGEWATER ADVISORS INC. | $770,712 | $1,954,524,604 | — | $1,954,524,604 |
| 11 | ARTEMIS WEALTH ADVISORS, LLC | $92,685,283 | $1,753,378,680 | $193,012,263 | $1,946,390,943 |
| 12 | KINGS POINT CAPITAL MANAGEMENT LLC | $1,272,371 | $1,639,471,869 | $57,870,578 | $1,697,342,447 |
| 13 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | $2,413,850 | — | $1,648,659,367 | $1,648,659,367 |
| 14 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | $418,987 | $1,495,206,893 | $75,994,331 | $1,571,201,224 |
| 15 | ALTFEST PERSONAL WEALTH MANAGEMENT | $484,505 | $1,527,955,353 | $27,305,515 | $1,555,260,868 |
| 16 | HOWE AND RUSLING, INC. | $738,502 | $1,463,642,280 | $2,283,725 | $1,465,926,005 |
| 17 | FORTE CAPITAL LLC | $629,030 | $1,363,629,633 | $85,654,358 | $1,449,283,991 |
| 18 | ELLEVEST | $10,526 | $1,434,750,897 | — | $1,434,750,897 |
| 19 | TORTOISE INVESTMENT MANAGEMENT, LLC | $559,640 | $1,334,136,352 | $12,916,465 | $1,347,052,817 |
| 20 | WEALTHSTREAM ADVISORS, INC. | $667,242 | $1,156,997,266 | — | $1,156,997,266 |
| 21 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 22 | MAGNUS FINANCIAL GROUP LLC | $442,705 | $1,129,782,370 | — | $1,129,782,370 |
| 23 | ASCENT WEALTH PARTNERS, LLC | $599,807 | $1,011,411,489 | $52,045,772 | $1,063,457,261 |
| 24 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 25 | HUDSON VALLEY INVESTMENT ADVISORS, INC. | $638,931 | $748,529,805 | $251,396,766 | $999,926,571 |
| 26 | SANDERSON WEALTH MANAGEMENT, LLC | $810,802 | $121,145,689 | $874,519,002 | $995,664,691 |
| 27 | MATRIX ASSET ADVISORS INC | $1,769,456 | $994,434,097 | — | $994,434,097 |
| 28 | GRIFFIN ASSET MANAGEMENT, LLC | $1,430,136 | $934,967,182 | $10,352,885 | $945,320,067 |
| 29 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 30 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 31 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 32 | ESTABROOK CAPITAL MANAGEMENT LLC | $1,035,746 | $889,706,058 | — | $889,706,058 |
| 33 | WHITNEY & COMPANY | $663,750 | $872,856,646 | $5,284,560 | $878,141,206 |
| 34 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 35 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 36 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 37 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 38 | ASHFORD ADVISORS, LLC | $3,364,588 | $583,621,587 | $176,775,397 | $760,396,984 |
| 39 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 40 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,892,801 | $668,284,527 | $58,550,873 | $726,835,400 |
| 41 | AVESTAR CAPITAL, LLC | $859,016 | $724,797,722 | $1,071,000 | $725,868,722 |
| 42 | J.J. BURNS & COMPANY | $492,503 | $724,964,726 | — | $724,964,726 |
| 43 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 44 | FAGAN ASSOCIATES INC | $414,328 | $665,113,565 | $2,368,093 | $667,481,658 |
| 45 | FRISCH FINANCIAL GROUP, INC. | $461,945 | $629,804,749 | $30,776,277 | $660,581,026 |
| 46 | BEEKMAN WEALTH ADVISORY, LLC | $84,085,714 | — | $588,600,000 | $588,600,000 |
| 47 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 48 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 49 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 50 | C.J. LAWRENCE | $1,549,891 | $554,496,277 | $1,914,456 | $556,410,733 |
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.
