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
1Williams Financial, LLC$184,303$121,100,295$9,754,586$130,854,881
2Westview Management LLC$390,485$155,371,387$3,946,501$159,317,888
3Rock Point Advisors, LLC$785,035$446,684,895$446,684,895
4Pathway Financial Advisors, LLC$799,276$682,581,344$682,581,344
5One Day In July LLC$272,349$352,261,943$16,498,191$368,760,134
6Maple Capital Management, Inc.$697,915$1,300,818,794$4,981,085$1,305,799,879
7Manchester Capital Management LLC$2,294,986$3,026,475,470$590,421,700$3,616,897,170
8Intrack Investment Management, Inc.$443,289$202,377,459$205,540$202,582,999
9Hutner Capital Management Inc.$1,612,216$166,058,221$166,058,221
10Hanson & Doremus Investment Management$500,429$506,465,279$30,494,762$536,960,041
11Farrow Financial Inc$397,884$202,522,797$202,522,797
12Eley Financial Management, Inc.$233,290$296,744,653$296,744,653
13Copper Leaf Financial, LLC$292,057$116,238,581$116,238,581
14Addison Advisors LLC$341,231$192,693,505$4,538,265$197,231,770

Showing 1 to 14 of 14 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.