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
1Mcrae Capital Management Inc.$756,028$474,029,652$474,029,652
2Hillcrest Wealth Advisors - Ny, Llc$1,137,238$253,604,141$253,604,141
3Noyes Capital Management, Llc$510,246$130,622,999$130,622,999
4S.F. Ehrlich Associates, Inc.$398,462$129,101,562$129,101,562
5Wealth Cmt$205,609$196,150,677$196,150,677
6Salvus Wealth Management, Llc$336,137$155,631,278$155,631,278
7Summit Place Financial Advisors, Llc$725,081$154,442,286$154,442,286
8Highland Financial Advisors, Llc$327,455$239,696,900$239,696,900
9Rrbb Asset Management, Llc$725,503$188,630,780$188,630,780
10Covenant Asset Management, Llc$681,474$305,300,304$305,300,304
11The Genwealth Group, Inc.$515,346$295,293,225$295,293,225
12Lassus Wherley$348,891$579,857,338$579,857,338
13Withum Wealth Management$909,702$579,480,000$579,480,000
14Chatham Wealth Management$516,144$369,042,770$369,042,770
15Signet Financial Management, Llc$459,278$805,114,804$805,114,804
16Locker Financial Services, Llc$329,688$111,032,917$72,100$111,105,017
17Westfield Financial Planning$285,847$122,521,749$106,522$122,628,271
18Next Horizon Advisors Llc$472,165$101,214,908$300,627$101,515,535
19Friedenthal Financial, Llc$355,761$138,637,000$1,177,000$139,814,000
20National Wealth Management, Llc$401,801$206,509,375$1,221,608$207,730,983
21The Hogan-Knotts Financial Group, Inc.$324,647$224,315,044$2,613,307$226,928,351
22Stonegate Wealth Management, Llc$1,103,834$157,325,000$2,731,000$160,056,000
23Tandem Capital Management, Inc.$824,886$163,801,556$2,825,366$166,626,922
24Point View Wealth Management, Inc.$524,474$376,885,727$2,833,592$379,719,319
25Accretive Wealth Partners, Llc$491,914$115,291,688$3,259,496$118,551,184
26Baron Financial Group Llc$312,444$238,723,323$4,358,049$243,081,372
27Princeton Portfolio Strategies Group Llc$1,115,651$492,605,172$7,206,392$499,811,564
28Lws Wealth Advisors, Inc.$508,217$381,183,175$8,110,759$389,293,934
29Kevin M. Gibney And Company, Llc$328,582$173,658,524$9,361,729$183,020,253
30Roundview Capital, Llc$558,280$761,877,329$10,782,359$772,659,688
31Traphagen Financial Group$602,452$772,809,199$11,583,863$784,393,062
32Waterstone Wealth Advisors, Llc$257,839$119,955,256$12,058,153$132,013,409
335C Capital Management, Llc$293,761$299,597,471$13,257,931$312,855,402
34Novi Wealth Partners$421,988$241,267,287$15,301,618$256,568,905
35Modera Wealth Management, Llc$480,854$2,729,239,147$16,917,721$2,746,156,868
36Regency Wealth Management$327,607$278,998,235$17,486,521$296,484,756
37Hamel Associates,Inc.$1,958,460$410,247,822$34,322,533$444,570,355
38Sax Wealth Advisors, Llc$486,904$959,833,241$44,162,194$1,003,995,435
39Global Wealth Management, Llc$1,413,720$559,171,178$45,900,810$605,071,988
40Regentatlantic$2,647,628$4,851,335,814$49,424,441$4,900,760,255
41Ridgewood Investments$572,670$280,063,054$53,803,385$333,866,439
42Halberstadt Financial Consultants Inc$314,370$50,745,000$56,455,000$107,200,000
43Delta Financial Group, Inc.$264,799$680,246,504$70,989,401$751,235,905
44Cypress Financial Planning$146,026$78,962,713$72,028,613$150,991,326
45Red Hook Management$1,201,637$264,184,691$84,290,000$348,474,691
46Meyer Capital Group$503,532$898,495,140$107,058,484$1,005,553,624
47Heritage Financial Counselors, Llc$370,797$127,925,000$127,925,000
48Condor Capital Wealth Management$416,122$1,034,825,468$131,979,911$1,166,805,379
49Strategic Family Wealth Counselors, L.L.C.$289,844$692,587,511$134,338,509$826,926,020
50Breton Co$3,587,502$136,325,085$136,325,085
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Showing 1 to 50 of 61 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.