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
1EMM Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
2Crescent Hill Partners LLC$419,831$58,758,206$152,416,682$211,174,888
3iAdvise$4,071,764$69,514,068$81,141,183$150,655,251
4Fielder Capital Group LLC$1,448,750$74,039,084$73,733,464$147,772,548
5Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
6Sanderson Wealth Management$463,331$79,669,321$587,063,738$666,733,059
7Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
8Long Island Wealth Management, Inc.$182,845$102,088,849$8,715,097$110,803,946
9Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
10Schnall Advisory Services, Inc$545,097$106,294,000$106,294,000
11Beacon Financial Advisors$444,475$112,084,203$7,479,525$119,563,728
12Gatemore Capital Management, LLC$416,297$122,603,258$1,036,819$123,640,077
13Pinnacle Associates, Ltd.$414,503$132,274,215$39,744,420$172,018,635
14Professional Financial$1,535,217$147,380,838$147,380,838
15Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
16Capital Financial Advisors Of New York$378,641$156,000,000$156,000,000
17Financial Asset Management Corp$373,351$174,584,583$32,251,908$206,836,491
18Hudson Advisor Services, Inc.$380,564$178,933,818$23,525,978$202,459,796
19Heron Wealth$218,030$182,364,000$131,817,000$314,181,000
20The Doman Group, LLC$3,403,226$186,000,000$25,000,000$211,000,000
21Enright, Mollin, Cascio & Ramusevic, Inc.$716,457$191,294,027$191,294,027
22Piermont Wealth Management Inc.$471,679$194,803,271$194,803,271
23Excomp Asset Management Ltd$377,495$201,000,000$7,000,000$208,000,000
24Francis Financial$393,274$204,670,936$34,439,520$239,110,456
25Eisneramper Wealth Advisors LLC$4,072,406$207,692,685$207,692,685
26Greystone Wealth Advisors$534,136$220,733,369$10,547,301$231,280,670
27Burns Matteson Capital Management, LLC$231,788$221,589,361$221,589,361
28Sage Capital Management$620,223$230,324,640$68,622,765$298,947,405
29Perennial$2,881,255$235,519,557$9,387,115$244,906,672
30Bender Lane Advisory, LLC$7,007,325$248,194,890$123,193,317$371,388,207
31Seneca Financial Advisors$507,551$269,677,658$43,989,094$313,666,752
32Eagle Bay Advisors LLC$10,022,330$290,647,567$290,647,567
33TAG Associates$7,315,577$290,910,000$7,763,540,000$8,054,450,000
34Source Financial Advisors, LLC$1,154,229$291,645,110$48,852,307$340,497,417
35The Spielberger Group$1,768,162$318,685,000$8,425,000$327,110,000
36Wall Street Access Asset Management$642,026$343,483,738$343,483,738
37Ashford Advisors$1,958,679$352,217,453$131,576,151$483,793,604
38C.J. Lawrence$1,172,053$377,120,365$8,485,052$385,605,417
39Shulman Demeo Asset Management, LLC$541,516$388,282,543$50,886,527$439,169,070
40Independent Family Office$3,559,791$404,630,782$1,185,375$405,816,157
41Financial Partners Capital Management, LLC$860,051$434,373,342$31,774,364$466,147,706
42Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
43Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
44Cooper/Haims Advisors$401,128$486,166,659$486,166,659
45Fusion Family Wealth$491,537$550,360,000$20,315,000$570,675,000
46Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
47Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
48GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
49Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
50Next Capital Management LLC$832,568$760,765,228$181,701,372$942,466,600
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Showing 1 to 50 of 66 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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