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
1HFH Planning Inc.$342,586$147,312,143$147,312,143
2IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
3TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
4ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
5Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
6Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
7Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
8BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
9QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
10CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
11Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
12Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
13Southwind Associates Of Nj Inc.$5,366,102$83,794,167$189,877,043$273,671,210
14Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
15Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
16Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
17Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
18Generation Capital Management LLC$2,933,112$97,981,584$655,828,109$753,809,693
19Capstone Investment Financial Group, LLC$284,651$98,513,050$4,245,823$102,758,873
20Collins Advisors, LLC$555,844$100,283,251$3,103,691$103,386,942
21Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
22Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
23Capital Financial Services LLC$231,017$106,729,793$106,729,793
24Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
25Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
26BPC Advisors LLC$346,128$111,453,114$111,453,114
27Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
28Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
29Hudson Valley Wealth Management, Inc$461,453$114,869,915$2,800,673$117,670,588
30Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
31Florian Financial Group LLC$187,805$118,129,288$118,129,288
32Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
33SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
34FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
35Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
36Excomp Asset Management Ltd$315,654$122,473,740$122,473,740
37Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
38Durante & Waters, LLC$254,111$127,309,399$127,309,399
39Miller Gesko & Co Inc.$616,874$128,270,000$32,734,000$161,004,000
40Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
41United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
42Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
43Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
44Paolino, William John$222,156$139,736,325$139,736,325
45Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
46Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
47Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
48Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
49Merit Financial Partners LLC$391,947$149,723,851$149,723,851
50Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
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Showing 1 to 50 of 160 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.