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
1SAFRAN WEALTH ADVISORS, LLC$252,246$92,080,939$11,339,931$103,420,870
2UNITED FINANCIAL PLANNING GROUP LLC$281,023$104,259,396$104,259,396
3TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
4INFINITI WEALTH MANAGEMENT$214,522$107,260,806$107,260,806
5FLOWER CITY CAPITAL LLC$317,839$91,933,716$17,084,945$109,018,661
6CHERRYDALE WEALTH MANAGEMENT, LLC$460,401$110,956,549$110,956,549
7FORTERIS WEALTH MANAGEMENT, INC.$314,485$112,300,000$600,000$112,900,000
8LONG ISLAND WEALTH MANAGEMENT, INC.$329,545$101,441,704$12,251,205$113,692,909
9SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
10MERIT FINANCIAL PARTNERS LLC$409,258$119,503,212$119,503,212
11WINTHROP PARTNERS - WNY, LLC$514,048$123,708,066$2,747,670$126,455,736
12BREWSTER FINANCIAL PLANNING LLC$213,320$126,490,229$221,697$126,711,926
13FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
14BCK PARTNERS, INC.$283,223$128,016,983$128,016,983
15PAOLINO, WILLIAM$209,751$131,513,916$131,513,916
16BEACON FINANCIAL ADVISORS$463,786$124,837,615$10,123,982$134,961,597
17MILESTONES PRIVATE INVESTMENT ADVISORS LLC$248,973$75,543,353$59,648,774$135,192,127
18GOLDEN BAY ADVISORS LLC$766,019$135,585,381$135,585,381
19AMORE AMBRO, LLC$690,786$58,602,348$78,864,081$137,466,429
20CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC$306,667$138,000,000$138,000,000
21BLUE SPARK CAPITAL ADVISORS$545,755$139,713,327$139,713,327
22ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
23IFC PERSONAL MONEY MANAGERS, INC.$745,000$149,000,000$149,000,000
24COLLEY ASSET MANAGEMENT, INC.$329,621$130,976,072$19,001,430$149,977,502
25LANDMARK WEALTH MANAGEMENT, LLC$301,630$155,942,710$155,942,710
26TWO POINT CAPITAL MANAGEMENT, INC.$1,914,509$156,989,715$156,989,715
27PROFESSIONAL FINANCIAL$372,648$162,102,083$162,102,083
28IADVISE PARTNERS$4,282,367$71,882,751$90,847,184$162,729,935
29OTTO & ASSOCIATES, INC.$316,010$166,853,519$166,853,519
30AMERICAN FINANCIAL & TAX STRATEGIES, INC.$271,367$171,232,825$171,232,825
31ARISTA WEALTH ADVISORS, LTD$325,192$172,026,597$172,026,597
32BLUE SQUARE ASSET MANAGEMENT, LLC$612,159$148,541,559$27,760,346$176,301,905
33ARCADIA WEALTH MANAGEMENT$255,840$177,552,824$177,552,824
34CLEAR POINT ADVISORS, INC.$1,135,150$186,164,640$186,164,640
35CARSWELL INVESTMENTS, LLC$426,942$189,562,250$189,562,250
36FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
37HIGH PROBABILITY ADVISORS, LLC$957,879$200,004,571$4,981,519$204,986,090
38SAMALIN INVESTMENT COUNSEL, LLC$307,850$176,829,102$32,816,564$209,645,666
39PIERMONT WEALTH MANAGEMENT INC.$473,744$220,290,782$220,290,782
40HUDSON ADVISOR SERVICES, INC.$423,313$205,791,404$26,607,357$232,398,761
41CRESCENT HILL PARTNERS LLC$586,315$67,267,422$178,398,577$245,665,999
42HELLER WEALTH MANAGEMENT$476,744$215,000,000$31,000,000$246,000,000
43FINANCIAL ASSET MANAGEMENT CORP$363,237$207,516,459$39,121,489$246,637,948
44BURNS MATTESON CAPITAL MANAGEMENT, LLC$282,163$266,361,529$266,361,529
45R.W. ROGE & COMPANY, INC$375,157$259,860,168$13,254,122$273,114,290
46FINANCIAL DECISIONS, LLC$605,665$273,529,071$231,720$273,760,791
47GREYSTONE WEALTH ADVISORS LLC$649,721$272,876,975$15,598,936$288,475,911
48FRANCIS FINANCIAL$456,228$269,596,970$36,988,341$306,585,311
49CANDACE SHIRA ASSOCIATES, LLC$319,804$304,187,921$4,743,048$308,930,969
50LANDMARK WEALTH MANAGEMENT$1,422,018$255,200,000$54,800,000$310,000,000
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Showing 1 to 50 of 106 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 Sabrina Straub.

*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.