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
1IFC PERSONAL MONEY MANAGERS, INC.$745,000$149,000,000$149,000,000
2QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
3TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
4ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
5BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
6AMORE AMBRO, LLC$690,786$58,602,348$78,864,081$137,466,429
7CRESCENT HILL PARTNERS LLC$586,315$67,267,422$178,398,577$245,665,999
8IADVISE PARTNERS$4,282,367$71,882,751$90,847,184$162,729,935
9MILESTONES PRIVATE INVESTMENT ADVISORS LLC$248,973$75,543,353$59,648,774$135,192,127
10GENERATION CAPITAL MANAGEMENT LLC$2,603,289$76,638,716$589,803,336$666,442,052
11CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
12FLOWER CITY CAPITAL LLC$317,839$91,933,716$17,084,945$109,018,661
13SAFRAN WEALTH ADVISORS, LLC$252,246$92,080,939$11,339,931$103,420,870
14COLLINS ADVISORS, LLC$555,844$100,283,251$3,103,691$103,386,942
15LONG ISLAND WEALTH MANAGEMENT, INC.$329,545$101,441,704$12,251,205$113,692,909
16CANTY FINANCIAL MANAGEMENT, INC.$281,797$101,446,824$101,446,824
17UNITED FINANCIAL PLANNING GROUP LLC$281,023$104,259,396$104,259,396
18FLORIAN FINANCIAL GROUP LLC$372,884$107,017,678$107,017,678
19INFINITI WEALTH MANAGEMENT$214,522$107,260,806$107,260,806
20SANDERSON WEALTH MANAGEMENT, LLC$680,440$108,509,523$671,955,132$780,464,655
21CHERRYDALE WEALTH MANAGEMENT, LLC$460,401$110,956,549$110,956,549
22FORTERIS WEALTH MANAGEMENT, INC.$314,485$112,300,000$600,000$112,900,000
23SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
24MERIT FINANCIAL PARTNERS LLC$409,258$119,503,212$119,503,212
25FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
26EXCOMP ASSET MANAGEMENT LTD$315,654$122,473,740$122,473,740
27WINTHROP PARTNERS - WNY, LLC$514,048$123,708,066$2,747,670$126,455,736
28BEACON FINANCIAL ADVISORS$463,786$124,837,615$10,123,982$134,961,597
29MILLER, GESKO & COMPANY INC.$546,518$126,423,000$22,230,000$148,653,000
30BREWSTER FINANCIAL PLANNING LLC$213,320$126,490,229$221,697$126,711,926
31BCK PARTNERS, INC.$283,223$128,016,983$128,016,983
32HFH PLANNING INC.$312,610$129,108,017$129,108,017
33CONTINUUM WEALTH ADVISORS, LLC$240,031$129,424,000$2,353,000$131,777,000
34COLLEY ASSET MANAGEMENT, INC.$329,621$130,976,072$19,001,430$149,977,502
35PAOLINO, WILLIAM$209,751$131,513,916$131,513,916
36GOLDEN BAY ADVISORS LLC$766,019$135,585,381$135,585,381
37PRATO CAPITAL MANAGEMENT$282,713$137,964,134$137,964,134
38CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC$306,667$138,000,000$138,000,000
39BLUE SPARK CAPITAL ADVISORS$545,755$139,713,327$139,713,327
40BLUE SQUARE ASSET MANAGEMENT, LLC$612,159$148,541,559$27,760,346$176,301,905
41FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
42LANDMARK WEALTH MANAGEMENT, LLC$301,630$155,942,710$155,942,710
43TWO POINT CAPITAL MANAGEMENT, INC.$1,914,509$156,989,715$156,989,715
44PROFESSIONAL FINANCIAL$372,648$162,102,083$162,102,083
45S.E.E.D. PLANNING GROUP, LLC$188,887$166,032,000$166,032,000
46ARISTA ADVISORY GROUP, LLC$201,915$166,770,047$2,838,208$169,608,255
47OTTO & ASSOCIATES, INC.$316,010$166,853,519$166,853,519
48AMERICAN FINANCIAL & TAX STRATEGIES, INC.$271,367$171,232,825$171,232,825
49ARISTA WEALTH ADVISORS, LTD$325,192$172,026,597$172,026,597
50SAMALIN INVESTMENT COUNSEL, LLC$307,850$176,829,102$32,816,564$209,645,666
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Showing 1 to 50 of 135 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.