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
101Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
102United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
103Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
104Durante & Waters, LLC$254,111$127,309,399$127,309,399
105Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
106Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
107FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
108SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
109Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
110Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
111Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
112Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
113BPC Advisors LLC$346,128$111,453,114$111,453,114
114Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
115Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
116Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
117Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
118Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
119Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
120Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
121Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
122Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
123Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
124CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
125QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
126IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
127TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
128ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
129Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
130Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
131Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
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Showing 101 to 131 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 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.