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

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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