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
1Goalvest Advisory LLC$140,008$170,810,107$170,810,107
2Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
3Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
4Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
5Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
6Paolino, William John$222,156$139,736,325$139,736,325
7S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
8Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
9Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
10Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
11Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
12Durante & Waters, LLC$254,111$127,309,399$127,309,399
13Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
14Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
15Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
16Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
17Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
18Samalin Investment Counsel, LLC$309,880$239,938,764$32,135,894$272,074,658
19BCK Partners, Inc.$316,253$154,963,891$154,963,891
20Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
21Otto & Associates, Inc.$332,461$187,507,950$187,507,950
22Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
23Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
24Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
25Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
26BPC Advisors LLC$346,128$111,453,114$111,453,114
27Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
28Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
29Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
30Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
31Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
32American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
33Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
34Merit Financial Partners LLC$391,947$149,723,851$149,723,851
35Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
36United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
37Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
38Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
39Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
40Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
41R.W. Roge & Company, Inc$418,404$283,537,292$15,621,573$299,158,865
42Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
43Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
44James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
45Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
46Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
47Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
48Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
49TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
50Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
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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.