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$593,107$139,973,229$139,973,229
2AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
3ALTFEST PERSONAL WEALTH MANAGEMENT$447,279$1,300,000,000$15,000,000$1,315,000,000
4AMERICAN FINANCIAL & TAX STRATEGIES, INC.$271,367$171,232,825$171,232,825
5AMORE AMBRO, LLC$690,786$58,602,348$78,864,081$137,466,429
6ARCADIA WEALTH MANAGEMENT$255,840$177,552,824$177,552,824
7ARISTA WEALTH ADVISORS, LTD$325,192$172,026,597$172,026,597
8ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,509,958$429,791,771$35,275,264$465,067,035
9ASCENT WEALTH PARTNERS, LLC$563,559$729,479,746$39,778,357$769,258,103
10ASHFORD ADVISORS, LLC$2,315,093$387,054,680$154,677,079$541,731,759
11BARRETT ASSET MANAGEMENT, LLC$2,468,168$1,874,569,093$250,523,842$2,125,092,935
12BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
13BCK PARTNERS, INC.$283,223$128,016,983$128,016,983
14BEACON FINANCIAL ADVISORS$463,786$124,837,615$10,123,982$134,961,597
15BLUE SPARK CAPITAL ADVISORS$545,755$139,713,327$139,713,327
16BLUE SQUARE ASSET MANAGEMENT, LLC$612,159$148,541,559$27,760,346$176,301,905
17BREWSTER FINANCIAL PLANNING LLC$213,320$126,490,229$221,697$126,711,926
18BRIDGEWATER ADVISORS INC.$675,755$1,656,274,752$1,656,274,752
19BURNS MATTESON CAPITAL MANAGEMENT, LLC$282,163$266,361,529$266,361,529
20C.J. LAWRENCE$1,350,561$483,767,691$9,186,982$492,954,673
21CANDACE SHIRA ASSOCIATES, LLC$319,804$304,187,921$4,743,048$308,930,969
22CAPITAL COUNSEL LLC$3,080,947$1,822,423,960$7,658,475$1,830,082,435
23CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC$306,667$138,000,000$138,000,000
24CARSWELL INVESTMENTS, LLC$426,942$189,562,250$189,562,250
25CHERRYDALE WEALTH MANAGEMENT, LLC$460,401$110,956,549$110,956,549
26CLEAR POINT ADVISORS, INC.$1,135,150$186,164,640$186,164,640
27COBBLESTONE CAPITAL ADVISORS, LLC$824,202$1,933,035,300$59,885,245$1,992,920,545
28COLLEY ASSET MANAGEMENT, INC.$329,621$130,976,072$19,001,430$149,977,502
29CORNELL POCHILY INVESTMENT ADVISORS, INC.$417,242$362,025,034$135,327,652$497,352,686
30CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
31CRESCENT HILL PARTNERS LLC$586,315$67,267,422$178,398,577$245,665,999
32EAGLE BAY ADVISORS LLC$12,235,247$403,763,162$403,763,162
33EDGE WEALTH MANAGEMENT, LLC$1,148,359$933,616,108$933,616,108
34ESTABROOK CAPITAL MANAGEMENT LLC$863,426$851,337,741$851,337,741
35FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
36FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
37FINANCIAL ASSET MANAGEMENT CORP$363,237$207,516,459$39,121,489$246,637,948
38FINANCIAL DECISIONS, LLC$605,665$273,529,071$231,720$273,760,791
39FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$919,950$483,036,717$79,972,799$563,009,516
40FLOWER CITY CAPITAL LLC$317,839$91,933,716$17,084,945$109,018,661
41FORTE CAPITAL LLC$476,579$907,476,139$79,994,661$987,470,800
42FORTERIS WEALTH MANAGEMENT, INC.$314,485$112,300,000$600,000$112,900,000
43FRANCIS FINANCIAL$456,228$269,596,970$36,988,341$306,585,311
44FRISCH FINANCIAL GROUP, INC.$367,390$431,230,441$49,682,951$480,913,392
45FUSION FAMILY WEALTH, LLC$598,230$647,000,000$29,000,000$676,000,000
46GELLER ADVISORS LLC$5,904,626$3,528,659,487$31,829,798$3,560,489,285
47GOLDEN BAY ADVISORS LLC$766,019$135,585,381$135,585,381
48GREYSTONE WEALTH ADVISORS LLC$649,721$272,876,975$15,598,936$288,475,911
49GRIFFIN ASSET MANAGEMENT, LLC$1,380,672$815,570,545$5,929,455$821,500,000
50HELLER WEALTH MANAGEMENT$476,744$215,000,000$31,000,000$246,000,000
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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.