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