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
1Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
2Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
3Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
4Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
5TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
6Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
7BPC Advisors LLC$346,128$111,453,114$111,453,114
8Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
9Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
10Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
11SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
12Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
13Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
14Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
15FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
16Durante & Waters, LLC$254,111$127,309,399$127,309,399
17Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
18Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
19Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
20United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
21Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
22Paolino, William John$222,156$139,736,325$139,736,325
23Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
24ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
25Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
26Merit Financial Partners LLC$391,947$149,723,851$149,723,851
27Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
28Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
29Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
30Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
31BCK Partners, Inc.$316,253$154,963,891$154,963,891
32Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
33Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
34Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
35Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
36Goalvest Advisory LLC$140,008$170,810,107$170,810,107
37IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
38Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
39Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
40Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
41Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
42Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
43Otto & Associates, Inc.$332,461$187,507,950$187,507,950
44Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
45Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
46Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
47American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
48Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
49Piermont Wealth Management Inc.$502,820$227,274,744$227,274,744
50Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
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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.