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
1Private Advisor Group, Llc$215,573$16,466,519,857$35,630,351$16,502,150,208
2Pathstone Federal Street$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
3Regentatlantic$2,162,134$3,557,130,360$40,660,407$3,597,790,767
4Modera Wealth Management$410,619$2,377,507,353$13,937,103$2,391,444,456
5Massey, Quick & Co.$3,593,665$1,997,544,311$978,010,595$2,975,554,906
6Circle Wealth Management$3,187,017$903,194,125$840,104,078$1,743,298,203
7Round Table Wealth Management$1,109,829$881,889,776$130,274,187$1,012,163,963
8Condor Capital Wealth Management$347,065$856,634,100$104,042,260$960,676,360
9Sax Wealth Advisors, LLC$456,984$818,495,257$34,694,781$853,190,038
10Meyer Capital Group$428,728$779,051,172$68,115,858$847,167,030
11Signet Financial Management, LLC$402,419$718,720,365$718,720,365
12Aepg Wealth Strategies$535,684$657,941,512$254,864,783$912,806,295
13Traphagen Financial Group$503,025$603,425,946$6,743,919$610,169,865
14Tradition Capital Management LLC$1,899,375$596,000,824$15,597,973$611,598,797
15Roundview Capital, LLC$441,984$584,085,899$9,056,887$593,142,786
16Delta Financial Group, Inc.$219,706$556,655,272$62,038,112$618,693,384
17Lassus Wherley$300,945$509,801,111$509,801,111
18Global Wealth Management, LLC$1,325,758$509,013,550$29,244,028$538,257,578
19Gateway Advisory$229,696$489,481,899$489,481,899
20Withum Wealth Management$862,246$484,582,000$484,582,000
21Quadrant Capital Management$764,524$477,404,795$1,187,023$478,591,818
22Princeton Portfolio Strategies Group LLC$892,885$394,551,992$5,460,266$400,012,258
23McRae Capital Management Inc.$1,582,984$388,677,809$736,315$389,414,124
24Wealth Health$1,905,741$383,053,894$383,053,894
25Quadrant Capital Management, Llc$186,361$354,831,297$354,831,297
26Hamel Associates,Inc.$1,663,809$350,650,089$28,698,307$379,348,396
27Chatham Wealth Management$436,007$333,109,000$333,109,000
28Black Coral Financial Advisors$377,289$331,000,000$184,000,000$515,000,000
29Point View Wealth Management, Inc.$430,873$304,571,186$2,210,639$306,781,825
30Parsons Capital Management, LLC$229,610$300,788,604$300,788,604
31Regency Wealth Management$364,170$286,953,520$9,845,361$296,798,881
32Red Hook Management$1,278,948$284,595,200$15,957,681$300,552,881
33LWS Wealth Advisors, Inc.$461,654$275,293,701$7,238,279$282,531,980
345C Capital Management, LLC$272,295$252,259,730$7,509,702$259,769,432
35Ridgewood Investments$517,744$251,143,056$45,524,444$296,667,500
36Wechter Feldman Wealth Management, Inc.$386,306$246,936,529$27,726,794$274,663,323
37Covenant Asset Management$595,320$240,509,407$240,509,407
38The Hogan-Knotts Financial Group, Inc.$324,647$224,315,044$2,613,307$226,928,351
39Maltin Wealth Management$231,964$203,146,000$1,910,000$205,056,000
40Baron Financial Group$253,008$199,018,259$4,400,333$203,418,592
41Mullooly Asset Management, Inc.$120,238$197,946,199$1,528,880$199,475,079
42Highland Financial Advisors, LLC$293,835$196,575,420$196,575,420
43NCM Capital Management, LLC$353,791$192,000,000$4,000,000$196,000,000
44Private Wealth Management Group$339,008$188,384,851$24,172,865$212,557,716
45Lucas Capital Management, LLC$564,378$181,350,000$944,000$182,294,000
46National Wealth Management$349,884$173,443,394$1,148,608$174,592,002
47Blue Blaze Financial Advisors, LLC$355,353$172,195,154$1,572,279$173,767,433
48RRBB Asset Management, LLC$677,102$169,952,486$169,952,486
49Kevin M. Gibney And Company$399,196$160,573,639$8,685,330$169,258,969
50CRA Financial Services$283,884$158,394,630$475,235,370$633,630,000
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Showing 1 to 50 of 71 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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