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

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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