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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Qp Global Family Offices, Llc$48,143,403$577,720,838$577,720,838
2Ifc Personal Money Managers, Inc.$745,000$149,000,000$149,000,000
3Adc Wealth Management, Llc$593,107$139,973,229$139,973,229
42088 Advisory, Lp$118,557,498$118,557,498$118,557,498
5Amore Ambro, Llc$690,786$58,602,348$78,864,081$137,466,429
6Crescent Hill Partners Llc$586,315$67,267,422$178,398,577$245,665,999
7Iadvise Partners$4,282,367$71,882,751$90,847,184$162,729,935
8Milestones Private Investment Advisors Llc$248,973$75,543,353$59,648,774$135,192,127
9Generation Capital Management Llc$2,603,289$76,638,716$589,803,336$666,442,052
10Cornerstone Capital Inc.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
11Keystone Global Partners Llc$588,591$85,100,000$2,600,000$87,700,000
12Safran Wealth Advisors, Llc$252,246$92,080,939$11,339,931$103,420,870
13Long Island Wealth Management, Inc.$329,545$101,441,704$12,251,205$113,692,909
14Canty Financial Management, Inc.$281,797$101,446,824$101,446,824
15United Financial Planning Group Llc$281,023$104,259,396$104,259,396
16Florian Financial Group Llc$372,884$107,017,678$107,017,678
17Infiniti Wealth Management$214,522$107,260,806$107,260,806
18Sanderson Wealth Management, Llc$680,440$108,509,523$671,955,132$780,464,655
19Cherrydale Wealth Management, Llc$460,401$110,956,549$110,956,549
20Forteris Wealth Management, Inc.$314,485$112,300,000$600,000$112,900,000
21Family Cfo, Llc$782,509$120,717,207$6,049,310$126,766,517
22Winthrop Partners - Wny, Llc$514,048$123,708,066$2,747,670$126,455,736
23Beacon Financial Advisors$463,786$124,837,615$10,123,982$134,961,597
24Miller, Gesko & Company Inc.$546,518$126,423,000$22,230,000$148,653,000
25Brewster Financial Planning Llc$213,320$126,490,229$221,697$126,711,926
26Bck Partners, Inc.$283,223$128,016,983$128,016,983
27Excomp Asset Management Ltd$324,193$128,056,401$128,056,401
28Hfh Planning Inc.$312,610$129,108,017$129,108,017
29Continuum Wealth Advisors, Llc$240,031$129,424,000$2,353,000$131,777,000
30Colley Asset Management, Inc.$329,621$130,976,072$19,001,430$149,977,502
31Paolino, William$209,751$131,513,916$131,513,916
32Golden Bay Advisors Llc$766,019$135,585,381$135,585,381
33Prato Capital Management$282,713$137,964,134$137,964,134
34Capital Financial Advisors Of New York, Llc$306,667$138,000,000$138,000,000
35Blue Spark Capital Advisors$545,755$139,713,327$139,713,327
36Downtown Investment Advisory$972,263$146,811,754$146,811,754
37Blue Square Asset Management, Llc$612,159$148,541,559$27,760,346$176,301,905
38Fielder Capital Group Llc$1,206,037$150,557,286$49,644,791$200,202,077
39Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
40Landmark Wealth Management, Llc$301,630$155,942,710$155,942,710
41Two Point Capital Management, Inc.$1,914,509$156,989,715$156,989,715
42Professional Financial$372,648$162,102,083$162,102,083
43S.E.E.D. Planning Group, Llc$188,887$166,032,000$166,032,000
44Arista Advisory Group, Llc$201,915$166,770,047$2,838,208$169,608,255
45Otto & Associates, Inc.$316,010$166,853,519$166,853,519
46American Financial & Tax Strategies, Inc.$271,367$171,232,825$171,232,825
47Arista Wealth Advisors, Ltd$325,192$172,026,597$172,026,597
48Samalin Investment Counsel, Llc$307,850$176,829,102$32,816,564$209,645,666
49The David J. Yvars Group, Inc.$290,704$178,953,863$61,458,245$240,412,108
50High Probability Advisors, Llc$957,879$200,004,571$4,981,519$204,986,090
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Showing 1 to 50 of 141 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.