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 |
|---|---|---|---|---|---|
| 1 | Devere Usa, Inc. | $465,734 | — | $417,763,061 | $417,763,061 |
| 2 | Qp Global Family Offices, LLC | $67,457,410 | — | $337,287,052 | $337,287,052 |
| 3 | ADC Wealth Management, LLC | $465,503 | — | $110,789,665 | $110,789,665 |
| 4 | HFH Planning Inc. | $256,260 | — | $109,423,123 | $109,423,123 |
| 5 | EMM Wealth | $17,536,439 | $26,158,037 | $2,288,651,961 | $2,314,809,998 |
| 6 | Crescent Hill Partners LLC | $419,831 | $58,758,206 | $152,416,682 | $211,174,888 |
| 7 | Generation Capital Management LLC | $2,300,476 | $67,925,487 | $486,489,218 | $554,414,705 |
| 8 | iAdvise | $4,071,764 | $69,514,068 | $81,141,183 | $150,655,251 |
| 9 | Fielder Capital Group LLC | $1,448,750 | $74,039,084 | $73,733,464 | $147,772,548 |
| 10 | Keystone Global Partners LLC | $708,108 | $76,200,000 | $2,400,000 | $78,600,000 |
| 11 | Sanderson Wealth Management | $463,331 | $79,669,321 | $587,063,738 | $666,733,059 |
| 12 | Milestones Private Investment Advisors LLC | $225,489 | $80,115,834 | $45,932,365 | $126,048,199 |
| 13 | Forteris Wealth Management, Inc. | $271,038 | $101,443,485 | $466,967 | $101,910,452 |
| 14 | Long Island Wealth Management, Inc. | $182,845 | $102,088,849 | $8,715,097 | $110,803,946 |
| 15 | Cornerstone Capital Inc. | $4,782,965 | $102,790,125 | $863,368,839 | $966,158,964 |
| 16 | Winthrop Partners - WNY, LLC | $459,118 | $102,888,377 | $4,086,211 | $106,974,588 |
| 17 | Schnall Advisory Services, Inc | $545,097 | $106,294,000 | — | $106,294,000 |
| 18 | Miller, Gesko & Company Inc. | $492,300 | $109,122,000 | $22,322,000 | $131,444,000 |
| 19 | Prato Capital Management | $231,924 | $109,700,000 | — | $109,700,000 |
| 20 | Beacon Financial Advisors | $444,475 | $112,084,203 | $7,479,525 | $119,563,728 |
| 21 | Paolino, William | $187,809 | $113,436,400 | — | $113,436,400 |
| 22 | Blue Spark Capital Advisors | $505,217 | $116,200,000 | — | $116,200,000 |
| 23 | Landmark Wealth Management, LLC | $248,077 | $117,340,331 | — | $117,340,331 |
| 24 | Gatemore Capital Management, LLC | $416,297 | $122,603,258 | $1,036,819 | $123,640,077 |
| 25 | Colley Asset Management, Inc. | $314,740 | $123,045,997 | $17,642,775 | $140,688,772 |
| 26 | Excomp Asset Management Ltd. | $546,079 | $123,413,901 | — | $123,413,901 |
| 27 | Pinnacle Associates, Ltd. | $414,503 | $132,274,215 | $39,744,420 | $172,018,635 |
| 28 | Blue Ocean Strategic Capital | $200,610 | $133,473,822 | $2,138,343 | $135,612,165 |
| 29 | Arista Wealth Advisors, Ltd. | $276,131 | $137,633,320 | $155,919 | $137,789,239 |
| 30 | Samalin Investment Counsel | $301,851 | $137,849,135 | $26,961,562 | $164,810,697 |
| 31 | Carswell Investments | $503,931 | $139,328,026 | $55,693,461 | $195,021,487 |
| 32 | Arcadia Wealth Management | $218,971 | $140,141,498 | — | $140,141,498 |
| 33 | Otto & Associates, Inc. | $275,886 | $141,253,778 | — | $141,253,778 |
| 34 | The David J. Yvars Group, Inc. | $252,982 | $142,079,799 | $63,088,437 | $205,168,236 |
| 35 | Professional Financial | $1,535,217 | $147,380,838 | — | $147,380,838 |
| 36 | American Financial & Tax Strategies, Inc. | $295,086 | $150,789,144 | — | $150,789,144 |
| 37 | Clear Point Advisors, Inc. | $1,028,100 | $152,158,739 | — | $152,158,739 |
| 38 | Capital Financial Advisors Of New York | $378,641 | $156,000,000 | — | $156,000,000 |
| 39 | Arista Advisory Group, LLC | $189,019 | $169,654,274 | $2,731,068 | $172,385,342 |
| 40 | Level Financial Advisors, Inc. | $228,255 | $170,278,398 | — | $170,278,398 |
| 41 | Financial Asset Management Corp | $373,351 | $174,584,583 | $32,251,908 | $206,836,491 |
| 42 | Hudson Advisor Services, Inc. | $380,564 | $178,933,818 | $23,525,978 | $202,459,796 |
| 43 | Heron Wealth | $218,030 | $182,364,000 | $131,817,000 | $314,181,000 |
| 44 | The Doman Group, LLC | $3,403,226 | $186,000,000 | $25,000,000 | $211,000,000 |
| 45 | Landmark Wealth Management | $1,072,195 | $187,200,000 | $32,600,000 | $219,800,000 |
| 46 | Enright, Mollin, Cascio & Ramusevic, Inc. | $716,457 | $191,294,027 | — | $191,294,027 |
| 47 | Piermont Wealth Management Inc. | $471,679 | $194,803,271 | — | $194,803,271 |
| 48 | Pratt Collard Advisory Partners | $263,097 | $200,480,261 | — | $200,480,261 |
| 49 | Excomp Asset Management Ltd | $377,495 | $201,000,000 | $7,000,000 | $208,000,000 |
| 50 | Francis Financial | $393,274 | $204,670,936 | $34,439,520 | $239,110,456 |
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.
