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 | KORE PRIVATE WEALTH, LLC | $877,611 | $5,121,738,954 | — | $5,121,738,954 |
| 52 | KINGS POINT CAPITAL MANAGEMENT LLC | $1,272,371 | $1,639,471,869 | $57,870,578 | $1,697,342,447 |
| 53 | KEYSTONE GLOBAL PARTNERS LLC | $608,872 | $136,281,762 | $6,803,148 | $143,084,910 |
| 54 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 55 | J.J. BURNS & COMPANY | $492,503 | $724,964,726 | — | $724,964,726 |
| 56 | INVERNESS COUNSEL, LLC | $4,309,500 | $3,839,486,022 | $629,465,700 | $4,468,951,722 |
| 57 | INFINITI WEALTH MANAGEMENT | $291,731 | $155,492,849 | — | $155,492,849 |
| 58 | INDEPENDENT FAMILY OFFICE, LLC | $4,098,084 | $507,864,117 | $298,346 | $508,162,463 |
| 59 | IFC PERSONAL MONEY MANAGERS, INC. | $600,000 | — | $240,000,000 | $240,000,000 |
| 60 | HURLEY CAPITAL, LLC | $628,128 | $120,600,581 | — | $120,600,581 |
| 61 | HUDSON VALLEY INVESTMENT ADVISORS, INC. | $638,931 | $748,529,805 | $251,396,766 | $999,926,571 |
| 62 | HUDSON COMPANIES | $352,477 | $100,190,827 | $23,176,053 | $123,366,880 |
| 63 | HUDSON ADVISOR SERVICES, INC. | $499,834 | $234,207,417 | $44,699,894 | $278,907,311 |
| 64 | HOWE AND RUSLING, INC. | $738,502 | $1,463,642,280 | $2,283,725 | $1,465,926,005 |
| 65 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 66 | HIGH PROBABILITY ADVISORS, LLC | $1,082,142 | $426,691,529 | $32,136,810 | $458,828,339 |
| 67 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
| 68 | HERON WEALTH | $302,751 | $321,134,708 | $133,596,688 | $454,731,396 |
| 69 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 70 | GRIFFIN ASSET MANAGEMENT, LLC | $1,430,136 | $934,967,182 | $10,352,885 | $945,320,067 |
| 71 | GOLDEN BAY ADVISORS LLC | $611,951 | $133,663,150 | $15,040,906 | $148,704,056 |
| 72 | GODFREY FINANCIAL ASSOCIATES, INC. | $181,670 | $101,553,523 | — | $101,553,523 |
| 73 | GOALVEST ADVISORY LLC | $458,463 | $252,154,542 | — | $252,154,542 |
| 74 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 75 | GELLER ADVISORS LLC | $7,476,726 | $4,817,558,415 | $19,883,251 | $4,837,441,666 |
| 76 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 77 | FRISCH FINANCIAL GROUP, INC. | $461,945 | $629,804,749 | $30,776,277 | $660,581,026 |
| 78 | FREEDOM FAMILY OFFICE, LLC | $1,034,790 | $110,722,483 | — | $110,722,483 |
| 79 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
| 80 | FORTERIS WEALTH MANAGEMENT, INC. | $366,276 | $155,084,200 | $949,500 | $156,033,700 |
| 81 | FORTE CAPITAL LLC | $629,030 | $1,363,629,633 | $85,654,358 | $1,449,283,991 |
| 82 | FLOWER CITY CAPITAL LLC | $379,408 | $174,473,221 | $22,060,084 | $196,533,305 |
| 83 | FLORIAN FINANCIAL GROUP LLC | $196,969 | $142,802,713 | — | $142,802,713 |
| 84 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 85 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 86 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 87 | FIFTH SET PRIVATE WEALTH MANAGEMENT LLC | $508,739 | $111,132,418 | $28,262,102 | $139,394,520 |
| 88 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 89 | FAGAN ASSOCIATES INC | $414,328 | $665,113,565 | $2,368,093 | $667,481,658 |
| 90 | EXCOMP ASSET MANAGEMENT LTD | $368,809 | $142,360,199 | — | $142,360,199 |
| 91 | ESTABROOK CAPITAL MANAGEMENT LLC | $1,035,746 | $889,706,058 | — | $889,706,058 |
| 92 | ELLEVEST | $10,526 | $1,434,750,897 | — | $1,434,750,897 |
| 93 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 94 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 95 | DEL-SETTE CAPITAL MANAGEMENT, LLC | $236,107 | $147,094,691 | — | $147,094,691 |
| 96 | CRESCENT HILL PARTNERS LLC | $594,661 | $108,412,992 | $187,728,089 | $296,141,081 |
| 97 | COVE PRIVATE WEALTH, LLC | $9,938,607 | $109,324,677 | — | $109,324,677 |
| 98 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 99 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 100 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
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.
