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
    101C.J. LAWRENCE$1,549,891$554,496,277$1,914,456$556,410,733
    102ASHFORD ADVISORS, LLC$3,364,588$583,621,587$176,775,397$760,396,984
    103SHULMAN DEMEO ASSET MANAGEMENT, LLC$792,833$590,438,843$77,126,221$667,565,064
    104FRISCH FINANCIAL GROUP, INC.$461,945$629,804,749$30,776,277$660,581,026
    105FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$1,078,143$649,210,410$92,551,857$741,762,267
    106FAGAN ASSOCIATES INC$414,328$665,113,565$2,368,093$667,481,658
    107ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,892,801$668,284,527$58,550,873$726,835,400
    108AVESTAR CAPITAL, LLC$859,016$724,797,722$1,071,000$725,868,722
    109J.J. BURNS & COMPANY$492,503$724,964,726$724,964,726
    110HUDSON VALLEY INVESTMENT ADVISORS, INC.$638,931$748,529,805$251,396,766$999,926,571
    111CHARLES PRATT & COMPANY, L.L.C.$1,374,689$777,530,438$117,392,079$894,922,517
    112J.W.BURNS & COMPANY, INC.$679,011$801,746,275$28,005,603$829,751,878
    113EAGLE BAY ADVISORS LLC$867,700$806,093,560$806,093,560
    114EDGE WEALTH MANAGEMENT, LLC$1,627,215$846,151,721$846,151,721
    115WHITNEY & COMPANY$663,750$872,856,646$5,284,560$878,141,206
    116ESTABROOK CAPITAL MANAGEMENT LLC$1,035,746$889,706,058$889,706,058
    117FUSION FAMILY WEALTH, LLC$813,025$894,882,035$17,332,067$912,214,102
    118GRIFFIN ASSET MANAGEMENT, LLC$1,430,136$934,967,182$10,352,885$945,320,067
    119MATRIX ASSET ADVISORS INC$1,769,456$994,434,097$994,434,097
    120ASCENT WEALTH PARTNERS, LLC$599,807$1,011,411,489$52,045,772$1,063,457,261
    121YORKBRIDGE WEALTH PARTNERS, LLC$1,036,601$1,083,670,141$70,067,191$1,153,737,332
    122MAGNUS FINANCIAL GROUP LLC$442,705$1,129,782,370$1,129,782,370
    123WEALTHSTREAM ADVISORS, INC.$667,242$1,156,997,266$1,156,997,266
    124EAST END ADVISORS, LLC$192,238,303$1,191,330,576$5,729,248,327$6,920,578,903
    125TORTOISE INVESTMENT MANAGEMENT, LLC$559,640$1,334,136,352$12,916,465$1,347,052,817
    126FORTE CAPITAL LLC$629,030$1,363,629,633$85,654,358$1,449,283,991
    127ELLEVEST$10,526$1,434,750,897$1,434,750,897
    128HOWE AND RUSLING, INC.$738,502$1,463,642,280$2,283,725$1,465,926,005
    129ROCKBRIDGE INVESTMENT MANAGEMENT, LLC$418,987$1,495,206,893$75,994,331$1,571,201,224
    130ALTFEST PERSONAL WEALTH MANAGEMENT$484,505$1,527,955,353$27,305,515$1,555,260,868
    131KINGS POINT CAPITAL MANAGEMENT LLC$1,272,371$1,639,471,869$57,870,578$1,697,342,447
    132ARTEMIS WEALTH ADVISORS, LLC$92,685,283$1,753,378,680$193,012,263$1,946,390,943
    133BRIDGEWATER ADVISORS INC.$770,712$1,954,524,604$1,954,524,604
    134SEVEN BRIDGES ADVISORS LLC$41,858,347$2,201,144,724$4,370,615,787$6,571,760,511
    135STELAC ADVISORY SERVICES LLC$6,394,392$2,365,283,216$281,995,083$2,647,278,299
    136CAPITAL COUNSEL LLC$4,023,055$2,579,122,629$7,702,047$2,586,824,676
    137COBBLESTONE CAPITAL ADVISORS, LLC$975,663$2,621,772,328$60,324,573$2,682,096,901
    138PINE RIDGE ADVISERS LLC$116,301,668$2,674,938,353$2,674,938,353
    139BARRETT ASSET MANAGEMENT, LLC$3,980,131$2,874,235,704$63,100,765$2,937,336,469
    140INVERNESS COUNSEL, LLC$4,309,500$3,839,486,022$629,465,700$4,468,951,722
    141ALESCO ADVISORS LLC$3,152,467$4,403,996,823$4,403,996,823
    142GELLER ADVISORS LLC$7,476,726$4,817,558,415$19,883,251$4,837,441,666
    143KORE PRIVATE WEALTH, LLC$877,611$5,121,738,954$5,121,738,954
    144PINNACLE ASSOCIATES, LTD.$1,509,196$7,746,705,571$7,746,705,571
    145WEALTHSPIRE ADVISORS$3,122,799$14,027,191,596$293,963,940$14,321,155,536
    146TIEDEMANN ADVISORS, LLC$45,200,886$22,139,706,109$4,438,414,838$26,578,120,947
    147BBR PARTNERS, LLC$6,491,925$23,602,200,000$2,365,500,000$25,967,700,000
    148SILVERCREST ASSET MANAGEMENT GROUP LLC$25,151,501$25,073,274,725$7,246,404,129$32,319,678,854
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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.