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 |
|---|---|---|---|---|---|
| 101 | FREEDOM FAMILY OFFICE, LLC | $1,034,790 | $110,722,483 | — | $110,722,483 |
| 102 | ESTABROOK CAPITAL MANAGEMENT LLC | $1,035,746 | $889,706,058 | — | $889,706,058 |
| 103 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 104 | CHERRYDALE WEALTH MANAGEMENT, LLC | $1,041,043 | $253,061,238 | $953,139 | $254,014,377 |
| 105 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 106 | HIGH PROBABILITY ADVISORS, LLC | $1,082,142 | $426,691,529 | $32,136,810 | $458,828,339 |
| 107 | BPC ADVISORS LLC | $1,101,170 | $131,039,283 | — | $131,039,283 |
| 108 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 109 | KINGS POINT CAPITAL MANAGEMENT LLC | $1,272,371 | $1,639,471,869 | $57,870,578 | $1,697,342,447 |
| 110 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 111 | SAFRAN WEALTH ADVISORS, LLC | $1,384,059 | $131,136,094 | $10,037,954 | $141,174,048 |
| 112 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 113 | GRIFFIN ASSET MANAGEMENT, LLC | $1,430,136 | $934,967,182 | $10,352,885 | $945,320,067 |
| 114 | C.J. LAWRENCE | $1,549,891 | $554,496,277 | $1,914,456 | $556,410,733 |
| 115 | SPIELBERGER & BROOKS, INC. | $1,599,965 | $369,729,902 | $7,861,896 | $377,591,798 |
| 116 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 117 | OXLER PRIVATE WEALTH | $1,749,696 | $455,214,306 | $3,205,956 | $458,420,262 |
| 118 | MATRIX ASSET ADVISORS INC | $1,769,456 | $994,434,097 | — | $994,434,097 |
| 119 | LANDMARK WEALTH MANAGEMENT | $1,785,108 | $346,723,100 | $72,777,300 | $419,500,400 |
| 120 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,892,801 | $668,284,527 | $58,550,873 | $726,835,400 |
| 121 | SICART ASSOCIATES, LLC | $2,013,453 | $523,497,849 | — | $523,497,849 |
| 122 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | $2,413,850 | — | $1,648,659,367 | $1,648,659,367 |
| 123 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 124 | OGOREK WEALTH MANAGEMENT, LLC | $2,707,953 | $487,431,467 | — | $487,431,467 |
| 125 | TWO POINT CAPITAL MANAGEMENT, INC. | $2,786,920 | $256,396,647 | — | $256,396,647 |
| 126 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 127 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 128 | ALESCO ADVISORS LLC | $3,152,467 | $4,403,996,823 | — | $4,403,996,823 |
| 129 | ASHFORD ADVISORS, LLC | $3,364,588 | $583,621,587 | $176,775,397 | $760,396,984 |
| 130 | BARRETT ASSET MANAGEMENT, LLC | $3,980,131 | $2,874,235,704 | $63,100,765 | $2,937,336,469 |
| 131 | CAPITAL COUNSEL LLC | $4,023,055 | $2,579,122,629 | $7,702,047 | $2,586,824,676 |
| 132 | INDEPENDENT FAMILY OFFICE, LLC | $4,098,084 | $507,864,117 | $298,346 | $508,162,463 |
| 133 | INVERNESS COUNSEL, LLC | $4,309,500 | $3,839,486,022 | $629,465,700 | $4,468,951,722 |
| 134 | SHADE TREE ADVISORS LLC | $5,931,493 | $272,848,683 | — | $272,848,683 |
| 135 | STELAC ADVISORY SERVICES LLC | $6,394,392 | $2,365,283,216 | $281,995,083 | $2,647,278,299 |
| 136 | GELLER ADVISORS LLC | $7,476,726 | $4,817,558,415 | $19,883,251 | $4,837,441,666 |
| 137 | COVE PRIVATE WEALTH, LLC | $9,938,607 | $109,324,677 | — | $109,324,677 |
| 138 | BEEKMAN WEALTH ADVISORY, LLC | $84,085,714 | — | $588,600,000 | $588,600,000 |
| 139 | ARTEMIS WEALTH ADVISORS, LLC | $92,685,283 | $1,753,378,680 | $193,012,263 | $1,946,390,943 |
| 140 | PINE RIDGE ADVISERS LLC | $116,301,668 | $2,674,938,353 | — | $2,674,938,353 |
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.
