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
1Devere Usa, Inc.$465,734$417,763,061$417,763,061
2Qp Global Family Offices, LLC$67,457,410$337,287,052$337,287,052
3ADC Wealth Management, LLC$465,503$110,789,665$110,789,665
4HFH Planning Inc.$256,260$109,423,123$109,423,123
5EMM Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
6Crescent Hill Partners LLC$419,831$58,758,206$152,416,682$211,174,888
7Generation Capital Management LLC$2,300,476$67,925,487$486,489,218$554,414,705
9Fielder Capital Group LLC$1,448,750$74,039,084$73,733,464$147,772,548
10Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
11Sanderson Wealth Management$463,331$79,669,321$587,063,738$666,733,059
12Milestones Private Investment Advisors LLC$225,489$80,115,834$45,932,365$126,048,199
13Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
14Long Island Wealth Management, Inc.$182,845$102,088,849$8,715,097$110,803,946
15Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
16Winthrop Partners - WNY, LLC$459,118$102,888,377$4,086,211$106,974,588
17Schnall Advisory Services, Inc$545,097$106,294,000$106,294,000
18Miller, Gesko & Company Inc.$492,300$109,122,000$22,322,000$131,444,000
19Prato Capital Management$231,924$109,700,000$109,700,000
20Beacon Financial Advisors$444,475$112,084,203$7,479,525$119,563,728
21Paolino, William$187,809$113,436,400$113,436,400
22Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
23Landmark Wealth Management, LLC$248,077$117,340,331$117,340,331
24Gatemore Capital Management, LLC$416,297$122,603,258$1,036,819$123,640,077
25Colley Asset Management, Inc.$314,740$123,045,997$17,642,775$140,688,772
26Excomp Asset Management Ltd.$546,079$123,413,901$123,413,901
27Pinnacle Associates, Ltd.$414,503$132,274,215$39,744,420$172,018,635
28Blue Ocean Strategic Capital$200,610$133,473,822$2,138,343$135,612,165
29Arista Wealth Advisors, Ltd.$276,131$137,633,320$155,919$137,789,239
30Samalin Investment Counsel$301,851$137,849,135$26,961,562$164,810,697
31Carswell Investments$503,931$139,328,026$55,693,461$195,021,487
32Arcadia Wealth Management$218,971$140,141,498$140,141,498
33Otto & Associates, Inc.$275,886$141,253,778$141,253,778
34The David J. Yvars Group, Inc.$252,982$142,079,799$63,088,437$205,168,236
35Professional Financial$1,535,217$147,380,838$147,380,838
36American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
37Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
38Capital Financial Advisors Of New York$378,641$156,000,000$156,000,000
39Arista Advisory Group, LLC$189,019$169,654,274$2,731,068$172,385,342
40Level Financial Advisors, Inc.$228,255$170,278,398$170,278,398
41Financial Asset Management Corp$373,351$174,584,583$32,251,908$206,836,491
42Hudson Advisor Services, Inc.$380,564$178,933,818$23,525,978$202,459,796
43Heron Wealth$218,030$182,364,000$131,817,000$314,181,000
44The Doman Group, LLC$3,403,226$186,000,000$25,000,000$211,000,000
45Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
46Enright, Mollin, Cascio & Ramusevic, Inc.$716,457$191,294,027$191,294,027
47Piermont Wealth Management Inc.$471,679$194,803,271$194,803,271
48Pratt Collard Advisory Partners$263,097$200,480,261$200,480,261
49Excomp Asset Management Ltd$377,495$201,000,000$7,000,000$208,000,000
50Francis Financial$393,274$204,670,936$34,439,520$239,110,456
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Showing 1 to 50 of 129 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.


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