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
1Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
2Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
3Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
4Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
5Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
6Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
7Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
8Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
9Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
10CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
11Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
12BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
13Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
14QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
15Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
16Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
17Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
18Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
19Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
20Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
21Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
22Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
23Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
24AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
25Oxler Private Wealth LLC$1,894,320$414,153,988$2,596,384$416,750,372
26Spielberger & Brooks, Inc.$1,709,228$385,561,985$7,560,356$393,122,341
27Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
28Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
29SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
30Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
31Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
32Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
33Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
34Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
35Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
36NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
37Perennial Advisors, LLC$1,114,271$390,558,227$3,893,545$394,451,772
38Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
39Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
40High Probability Advisors, LLC$999,560$288,406,467$28,454,083$316,860,550
41Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
42Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
43Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
44Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
45Avestar Capital, LLC$803,975$703,478,380$703,478,380
46Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
47Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
48FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
49Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
50IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
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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.