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
51FAMILY CFO, LLC$1,154,703$190,914,451$7,694,526$198,608,977
52BCK PARTNERS, INC.$355,978$191,516,171$191,516,171
53COLLEY ASSET MANAGEMENT, INC.$448,177$196,749,914$196,749,914
54MERIT FINANCIAL PARTNERS LLC$473,140$203,923,433$203,923,433
55ARISTA ADVISORY GROUP, LLC$302,998$206,079,038$10,564,793$216,643,831
56BLUE SQUARE ASSET MANAGEMENT, LLC$605,652$224,877,587$66,440,856$291,318,443
57CLEAR POINT ADVISORS, INC.$403,711$226,077,883$226,077,883
58AMERICAN FINANCIAL & TAX STRATEGIES, INC.$393,081$228,380,286$228,380,286
59HUDSON ADVISOR SERVICES, INC.$499,834$234,207,417$44,699,894$278,907,311
60PIERMONT WEALTH MANAGEMENT INC.$560,668$235,480,560$235,480,560
61LANDMARK WEALTH MANAGEMENT, LLC$391,447$241,522,541$241,522,541
62ARCADIA WEALTH MANAGEMENT$305,126$241,785,327$3,536,277$245,321,604
63CARSWELL INVESTMENTS, LLC$501,932$246,950,449$246,950,449
64GOALVEST ADVISORY LLC$458,463$252,154,542$252,154,542
65CHERRYDALE WEALTH MANAGEMENT, LLC$1,041,043$253,061,238$953,139$254,014,377
66TWO POINT CAPITAL MANAGEMENT, INC.$2,786,920$256,396,647$256,396,647
67ADIRONDACK CAPITAL ADVISORS, LLC$349,172$265,719,615$265,719,615
68SHADE TREE ADVISORS LLC$5,931,493$272,848,683$272,848,683
69SAMALIN WEALTH$330,444$284,269,659$41,217,960$325,487,619
70FINANCIAL ASSET MANAGEMENT CORP$464,906$287,741,553$48,850,106$336,591,659
71HOLLOW BROOK WEALTH MANAGEMENT LLC$3,130,589$292,526,568$605,952,610$898,479,178
72ARISTA WEALTH ADVISORS, LTD$504,262$292,964,769$11,588$292,976,357
73PAYNE CAPITAL MANAGEMENT, LLC$269,063$300,210,088$743,485,559$1,043,695,647
74TAG ASSOCIATES LLC$6,424,628$313,310,000$9,182,290,000$9,495,600,000
75HELLER WEALTH MANAGEMENT$572,265$320,342,001$3,559,852$323,901,853
76HERON WEALTH$302,751$321,134,708$133,596,688$454,731,396
77R.W. ROGE & COMPANY, INC$471,479$325,230,114$17,535,078$342,765,192
78FINANCIAL DECISIONS, LLC$666,929$325,405,066$56,177$325,461,243
79BURNS MATTESON CAPITAL MANAGEMENT, LLC$300,943$326,068,170$4,066,215$330,134,385
80S.E.E.D. PLANNING GROUP, LLC$298,297$329,916,002$329,916,002
81LONG RUN WEALTH ADVISORS, LLC$224,761$337,558,030$44,085,692$381,643,722
82LANDMARK WEALTH MANAGEMENT$1,785,108$346,723,100$72,777,300$419,500,400
83SOCHA FINANCIAL GROUP, LLC$494,978$357,374,320$357,374,320
84SPIELBERGER & BROOKS, INC.$1,599,965$369,729,902$7,861,896$377,591,798
85CANDACE SHIRA ASSOCIATES, LLC$402,572$381,847,702$6,634,568$388,482,270
86FRANCIS FINANCIAL$566,025$418,248,458$47,590,113$465,838,571
87HIGH PROBABILITY ADVISORS, LLC$1,082,142$426,691,529$32,136,810$458,828,339
88OXLER PRIVATE WEALTH$1,749,696$455,214,306$3,205,956$458,420,262
89SOURCE FINANCIAL ADVISORS, LLC$1,418,370$478,449,065$81,807,076$560,256,141
90PERENNIAL$908,326$485,306,310$5,189,689$490,495,999
91OGOREK WEALTH MANAGEMENT, LLC$2,707,953$487,431,467$487,431,467
92NORTHCAPE WEALTH MANAGEMENT$395,997$500,946,597$17,413,378$518,359,975
93CORNELL POCHILY INVESTMENT ADVISORS, INC.$469,490$502,353,828$502,353,828
94SENECA FINANCIAL ADVISORS LLC$667,848$503,823,729$75,868,410$579,692,139
95INDEPENDENT FAMILY OFFICE, LLC$4,098,084$507,864,117$298,346$508,162,463
96MCCOLLUM CHRISTOFERSON GROUP, LLC$695,491$509,795,227$509,795,227
97SHIKIAR ASSET MANAGEMENT INC$2,511,111$512,000,000$53,000,000$565,000,000
98SICART ASSOCIATES, LLC$2,013,453$523,497,849$523,497,849
99WEBER ASSET MANAGEMENT, INC.$761,067$534,269,297$534,269,297
100LEVEL FINANCIAL ADVISORS, INC.$303,396$545,201,873$545,201,873
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.