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
1Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
2Atlas Private Wealth Management, LLC$278,299$944,548,272$944,548,272
3Level Financial Advisors, Inc.$243,900$404,142,837$404,142,837
4Ogorek Wealth Management, Llc$616,840$357,767,112$357,767,112
5Weber Asset Management, Inc.$503,547$328,312,956$328,312,956
6Mccollum Christoferson Group, Llc$393,101$291,681,170$291,681,170
7American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
8Otto & Associates, Inc.$275,886$141,253,778$141,253,778
9Arcadia Wealth Management$218,971$140,141,498$140,141,498
10Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
11Paolino, William$187,809$113,436,400$113,436,400
12Downtown Investment Advisory$1,768,867$106,132,000$106,132,000
13Bck Partners, Inc.$252,094$100,585,356$100,585,356
14Arista Wealth Advisors, Ltd$276,131$137,633,320$155,919$137,789,239
15Clear Harbor Asset Management, Llc$643,276$642,429,598$1,489,177$643,918,775
16Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
17Winthrop Partners - Wny, Llc$459,118$102,888,377$4,086,211$106,974,588
18Candace Shira Associates, Llc$274,557$257,324,430$5,152,188$262,476,618
19Heller Wealth Management$417,969$207,000,000$7,000,000$214,000,000
20King Wealth Management Group, Llc$307,669$429,661,784$9,381,432$439,043,216
21R.W. Roge & Company, Inc$834,077$223,706,543$9,834,975$233,541,518
22Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
23Colley Asset Management, Inc.$314,740$123,045,997$17,642,775$140,688,772
24Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
25Ascent Wealth Partners, Llc$404,291$521,007,523$20,742,749$541,750,272
26Samalin Investment Counsel, Llc$301,851$137,849,135$26,961,562$164,810,697
27Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
28Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
29Frisch Financial Group, Inc.$326,748$373,659,234$35,429,291$409,088,525
30Forte Capital Llc$404,967$758,111,922$39,672,725$797,784,647
31Milestones Private Investment Advisors Llc$225,489$80,115,834$45,932,365$126,048,199
32Rockbridge Investment Management, Llc$247,341$656,466,363$51,918,527$708,384,890
33Carswell Investments, Llc$503,931$139,328,026$55,693,461$195,021,487
34Cornell Pochily Investment Advisors, Inc.$328,983$305,381,166$67,685,450$373,066,616
35Adc Wealth Management, Llc$465,503$110,789,665$110,789,665
36Hudson Valley Investment Advisors, Inc.$512,799$595,621,262$150,500,986$746,122,248
37Cobblestone Capital Advisors, Llc$755,105$1,593,123,339$156,455,606$1,749,578,945
38Aj Wealth$1,302,391$708,000,000$218,000,000$926,000,000
39Brite Advisors Usa, Inc.$465,734$417,763,061$417,763,061
40Payne Capital Management, Llc$185,284$212,300,664$426,187,876$638,488,540
41Bbr Partners, Llc$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000
42Seven Bridges Advisors Llc$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745

Showing 1 to 42 of 42 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.


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