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
1Devere Usa, Inc.$465,734$417,763,061$417,763,061
2ADC Wealth Management, LLC$465,503$110,789,665$110,789,665
3Milestones Private Investment Advisors LLC$225,489$80,115,834$45,932,365$126,048,199
4Winthrop Partners - WNY, LLC$459,118$102,888,377$4,086,211$106,974,588
5Paolino, William$187,809$113,436,400$113,436,400
6Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
7Colley Asset Management, Inc.$314,740$123,045,997$17,642,775$140,688,772
8Arista Wealth Advisors, Ltd.$276,131$137,633,320$155,919$137,789,239
9Samalin Investment Counsel$301,851$137,849,135$26,961,562$164,810,697
10Carswell Investments$503,931$139,328,026$55,693,461$195,021,487
11Arcadia Wealth Management$218,971$140,141,498$140,141,498
12Otto & Associates, Inc.$275,886$141,253,778$141,253,778
13American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
14Level Financial Advisors, Inc.$228,255$170,278,398$170,278,398
15Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
16Heller Wealth Management$417,969$207,000,000$7,000,000$214,000,000
17Payne Capital Management, LLC$185,284$212,300,664$426,187,876$638,488,540
18R.W. Roge & Company, Inc$834,077$223,706,543$9,834,975$233,541,518
19Candace Shira Associates, LLC$274,557$257,324,430$5,152,188$262,476,618
20Forte Capital Llc$183,295$286,534,260$72,173,406$358,707,666
21McCollum Christoferson Group, LLC$393,101$291,681,170$291,681,170
22Weber Asset Management, Inc.$503,547$328,312,956$328,312,956
23Ogorek Wealth Management$616,840$357,767,112$357,767,112
24Frisch Financial Group, Inc.$326,748$373,659,234$35,429,291$409,088,525
25Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
26Level Financial Advisors$245,613$393,717,211$393,717,211
27King Wealth Management Group, LLC$307,669$429,661,784$9,381,432$439,043,216
28Ascent Wealth Partners, LLC$404,291$521,007,523$20,742,749$541,750,272
29Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
30Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
31AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
32Forte Capital$404,967$758,111,922$39,672,725$797,784,647
33Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
34Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
35Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
36Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
37Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
38Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
39Seven Bridges Advisors LLC$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
40BBR Partners$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000

Showing 1 to 40 of 40 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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