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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Private Advisor Group, Llc$247,642$21,180,500,841$38,481,253$21,218,982,094
2Pathstone Federal Street$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
3Regentatlantic$2,647,628$4,851,335,814$49,424,441$4,900,760,255
4Simon Quick Advisors, Llc$5,560,782$2,525,957,973$877,240,660$3,403,198,633
5Modera Wealth Management, Llc$480,854$2,729,239,147$16,917,721$2,746,156,868
6Circle Wealth Management, Llc$3,471,911$1,192,653,808$727,312,698$1,919,966,506
7Condor Capital Wealth Management$416,122$1,034,825,468$131,979,911$1,166,805,379
8Round Table Wealth Management$1,062,530$993,753,493$136,778,401$1,130,531,894
9Meyer Capital Group$503,532$898,495,140$107,058,484$1,005,553,624
10Sax Wealth Advisors, Llc$486,904$959,833,241$44,162,194$1,003,995,435
11Robustwealth, Inc.$156,102$109,964,667$734,390,627$844,355,294
12Strategic Family Wealth Counselors, L.L.C.$289,844$692,587,511$134,338,509$826,926,020
13Signet Financial Management, Llc$459,278$805,114,804$805,114,804
14Traphagen Financial Group$602,452$772,809,199$11,583,863$784,393,062
15Roundview Capital, Llc$558,280$761,877,329$10,782,359$772,659,688
16Cra Financial Services, L.L.C.$911,092$333,335,656$431,070,135$764,405,791
17Delta Financial Group, Inc.$264,799$680,246,504$70,989,401$751,235,905
18Global Wealth Management, Llc$1,413,720$559,171,178$45,900,810$605,071,988
19Lassus Wherley$348,891$579,857,338$579,857,338
20Withum Wealth Management$909,702$579,480,000$579,480,000
21Black Coral Financial Advisors, Llc$391,573$407,671,000$169,507,000$577,178,000
22Princeton Portfolio Strategies Group Llc$1,115,651$492,605,172$7,206,392$499,811,564
23Mcrae Capital Management Inc.$756,028$474,029,652$474,029,652
24Hamel Associates,Inc.$1,958,460$410,247,822$34,322,533$444,570,355
25Lighthouse Financial Advisors, Inc.$245,331$25,247,587$373,905,904$399,153,491
26Lws Wealth Advisors, Inc.$508,217$381,183,175$8,110,759$389,293,934
27Point View Wealth Management, Inc.$524,474$376,885,727$2,833,592$379,719,319
28Chatham Wealth Management$516,144$369,042,770$369,042,770
29Red Hook Management$1,201,637$264,184,691$84,290,000$348,474,691
30Ridgewood Investments$572,670$280,063,054$53,803,385$333,866,439
31Haymarket Wealth Management Llc$2,229,673$65,822,414$264,169,252$329,991,666
325C Capital Management, Llc$293,761$299,597,471$13,257,931$312,855,402
33Asset Advisory Group Inc$617,409$17,221,630$289,013,476$306,235,106
34Covenant Asset Management, Llc$681,474$305,300,304$305,300,304
35Regency Wealth Management$327,607$278,998,235$17,486,521$296,484,756
36The Genwealth Group, Inc.$515,346$295,293,225$295,293,225
37Novi Wealth Partners$421,988$241,267,287$15,301,618$256,568,905
38Hillcrest Wealth Advisors - Ny, Llc$1,137,238$253,604,141$253,604,141
39Mullooly Asset Management, Inc.$150,140$248,793,256$1,941,204$250,734,460
40Baron Financial Group Llc$312,444$238,723,323$4,358,049$243,081,372
41Financial Life Focus, Llc$446,980$242,710,000$242,710,000
42Highland Financial Advisors, Llc$327,455$239,696,900$239,696,900
43The Hogan-Knotts Financial Group, Inc.$324,647$224,315,044$2,613,307$226,928,351
44National Wealth Management, Llc$401,801$206,509,375$1,221,608$207,730,983
45Wealth Cmt$205,609$196,150,677$196,150,677
46Rrbb Asset Management, Llc$725,503$188,630,780$188,630,780
47Kevin M. Gibney And Company, Llc$328,582$173,658,524$9,361,729$183,020,253
48Spoor Behrins Campbell & Young Securities Corp$1,450,316$176,938,575$176,938,575
49Tandem Capital Management, Inc.$824,886$163,801,556$2,825,366$166,626,922
50Stonegate Wealth Management, Llc$1,103,834$157,325,000$2,731,000$160,056,000
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Showing 1 to 50 of 65 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.