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
51SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
52Perennial Advisors, LLC$1,114,271$390,558,227$3,893,545$394,451,772
53Spielberger & Brooks, Inc.$1,709,228$385,561,985$7,560,356$393,122,341
54Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
55Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
56Total Management Group, Inc.$533,986$300,967,054$1,803,000$302,770,054
57Financial Decisions, LLC$620,038$299,380,027$98,161$299,478,188
58Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
59Greystone Wealth Advisors LLC$651,549$295,802,226$16,941,060$312,743,286
60Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
61High Probability Advisors, LLC$999,560$288,406,467$28,454,083$316,860,550
62R.W. Roge & Company, Inc$418,404$283,537,292$15,621,573$299,158,865
63Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
64Signalert Asset Management LLC$607,924$268,094,582$268,094,582
65Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
66Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
67Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
68Sage Capital Management LLC$751,120$252,190,649$82,057,808$334,248,457
69Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
70Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
71Samalin Investment Counsel, LLC$309,880$239,938,764$32,135,894$272,074,658
72S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
73Carswell Investments, LLC$528,037$239,729,015$239,729,015
74Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
75Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
76Piermont Wealth Management Inc.$502,820$227,274,744$227,274,744
77Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
78American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
79Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
80Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
81Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
82Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
83Otto & Associates, Inc.$332,461$187,507,950$187,507,950
84Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
85Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
86Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
87Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
88Goalvest Advisory LLC$140,008$170,810,107$170,810,107
89Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
90Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
91BCK Partners, Inc.$316,253$154,963,891$154,963,891
92Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
93Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
94Merit Financial Partners LLC$391,947$149,723,851$149,723,851
95Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
96Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
97Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
98Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
99Paolino, William John$222,156$139,736,325$139,736,325
100Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
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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 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.