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
1IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
2TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
3ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
4Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
5Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
6Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
7QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
8CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
9Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
10Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
11Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
12Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
13Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
14Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
15Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
16Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
17Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
18Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
19BPC Advisors LLC$346,128$111,453,114$111,453,114
20Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
21Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
22Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
23Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
24SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
25FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
26Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
27Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
28Durante & Waters, LLC$254,111$127,309,399$127,309,399
29Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
30United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
31Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
32Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
33Paolino, William John$222,156$139,736,325$139,736,325
34Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
35Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
36Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
37Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
38Merit Financial Partners LLC$391,947$149,723,851$149,723,851
39Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
40Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
41BCK Partners, Inc.$316,253$154,963,891$154,963,891
42Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
43Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
44Goalvest Advisory LLC$140,008$170,810,107$170,810,107
45Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
46Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
47Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
48Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
49Otto & Associates, Inc.$332,461$187,507,950$187,507,950
50Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
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Showing 1 to 50 of 131 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.