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 | PROFESSIONAL FINANCIAL | $456,461 | $182,389,518 | $21,191,944 | $203,581,462 |
| 102 | WISE WEALTH MANAGEMENT, LLC | $454,359 | $114,222,962 | $275,535 | $114,498,497 |
| 103 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
| 104 | MAGNUS FINANCIAL GROUP LLC | $442,705 | $1,129,782,370 | — | $1,129,782,370 |
| 105 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | $418,987 | $1,495,206,893 | $75,994,331 | $1,571,201,224 |
| 106 | FAGAN ASSOCIATES INC | $414,328 | $665,113,565 | $2,368,093 | $667,481,658 |
| 107 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | $412,556 | $184,000,000 | — | $184,000,000 |
| 108 | ARMORY CAPITAL MANAGEMENT, LLC | $412,216 | $100,185,590 | $18,944,965 | $119,130,555 |
| 109 | CLEAR POINT ADVISORS, INC. | $403,711 | $226,077,883 | — | $226,077,883 |
| 110 | SARATOGA WEALTH ADVISORS, LLC | $403,443 | $116,082,230 | $512,747 | $116,594,977 |
| 111 | CANDACE SHIRA ASSOCIATES, LLC | $402,572 | $381,847,702 | $6,634,568 | $388,482,270 |
| 112 | NORTHCAPE WEALTH MANAGEMENT | $395,997 | $500,946,597 | $17,413,378 | $518,359,975 |
| 113 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | $393,081 | $228,380,286 | — | $228,380,286 |
| 114 | LANDMARK WEALTH MANAGEMENT, LLC | $391,447 | $241,522,541 | — | $241,522,541 |
| 115 | LONG ISLAND WEALTH MANAGEMENT, INC. | $386,203 | $134,738,135 | $3,522,542 | $138,260,677 |
| 116 | CANTY FINANCIAL MANAGEMENT, INC. | $385,381 | $138,149,263 | $14,076,171 | $152,225,434 |
| 117 | FLOWER CITY CAPITAL LLC | $379,408 | $174,473,221 | $22,060,084 | $196,533,305 |
| 118 | EXCOMP ASSET MANAGEMENT LTD | $368,809 | $142,360,199 | — | $142,360,199 |
| 119 | FORTERIS WEALTH MANAGEMENT, INC. | $366,276 | $155,084,200 | $949,500 | $156,033,700 |
| 120 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
| 121 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 122 | HUDSON COMPANIES | $352,477 | $100,190,827 | $23,176,053 | $123,366,880 |
| 123 | ADIRONDACK CAPITAL ADVISORS, LLC | $349,172 | $265,719,615 | — | $265,719,615 |
| 124 | UNITED FINANCIAL PLANNING GROUP LLC | $338,505 | $172,431,995 | $4,605,881 | $177,037,876 |
| 125 | SAMALIN WEALTH | $330,444 | $284,269,659 | $41,217,960 | $325,487,619 |
| 126 | BREWSTER FINANCIAL PLANNING LLC | $321,310 | $176,065,178 | $333,875 | $176,399,053 |
| 127 | SAGE INVESTMENT ADVISERS LLC | $319,329 | $152,000,840 | — | $152,000,840 |
| 128 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 129 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
| 130 | ARISTA ADVISORY GROUP, LLC | $302,998 | $206,079,038 | $10,564,793 | $216,643,831 |
| 131 | HERON WEALTH | $302,751 | $321,134,708 | $133,596,688 | $454,731,396 |
| 132 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | $300,943 | $326,068,170 | $4,066,215 | $330,134,385 |
| 133 | S.E.E.D. PLANNING GROUP, LLC | $298,297 | $329,916,002 | — | $329,916,002 |
| 134 | INFINITI WEALTH MANAGEMENT | $291,731 | $155,492,849 | — | $155,492,849 |
| 135 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 136 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 137 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $268,889 | $86,712,264 | $80,805,397 | $167,517,661 |
| 138 | CAPITAL FINANCIAL SERVICES LLC | $263,645 | $127,604,183 | — | $127,604,183 |
| 139 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 140 | MARATHON MISSION | $238,557 | $106,635,049 | — | $106,635,049 |
| 141 | DEL-SETTE CAPITAL MANAGEMENT, LLC | $236,107 | $147,094,691 | — | $147,094,691 |
| 142 | PELKONEN AND ASSOCIATES LLC | $230,077 | $185,065,722 | $8,658,918 | $193,724,640 |
| 143 | LONG RUN WEALTH ADVISORS, LLC | $224,761 | $337,558,030 | $44,085,692 | $381,643,722 |
| 144 | FLORIAN FINANCIAL GROUP LLC | $196,969 | $142,802,713 | — | $142,802,713 |
| 145 | BROOKLYN FI, LLC | $186,964 | $127,509,298 | — | $127,509,298 |
| 146 | GODFREY FINANCIAL ASSOCIATES, INC. | $181,670 | $101,553,523 | — | $101,553,523 |
| 147 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | $131,708 | $114,611,957 | $4,583,890 | $119,195,847 |
| 148 | ELLEVEST | $10,526 | $1,434,750,897 | — | $1,434,750,897 |
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.
