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
1ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
2AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
3Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
4American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
5Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
6Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
7Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
8Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
9Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
10Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
11Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
12Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
13Avestar Capital, LLC$803,975$703,478,380$703,478,380
14Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
15BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
16BCK Partners, Inc.$316,253$154,963,891$154,963,891
17Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
18Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
19Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
20Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
21Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
22BPC Advisors LLC$346,128$111,453,114$111,453,114
23Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
24Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
25Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
26Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
27Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
28Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
29Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
30Carswell Investments, LLC$528,037$239,729,015$239,729,015
31Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
32Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
33Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
34Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
35Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
36Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
37CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
38Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
39Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
40Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
41Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
42Durante & Waters, LLC$254,111$127,309,399$127,309,399
43Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
44Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
45Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
46FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
47Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
48Financial Decisions, LLC$620,038$299,380,027$98,161$299,478,188
49Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
50Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
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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 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.