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 | Pinnacle Associates, Ltd.. | $1,228,377 | $5,323,786,659 | — | $5,323,786,659 |
| 2 | Alesco Advisors | $2,918,846 | $3,368,348,349 | — | $3,368,348,349 |
| 3 | Kore Private Wealth, LLC | $1,237,448 | $2,807,770,565 | — | $2,807,770,565 |
| 4 | Bridgewater Advisors Inc. | $600,865 | $1,323,705,174 | — | $1,323,705,174 |
| 5 | Lenox Wealth Advisors, Inc. | $629,922 | $1,276,221,413 | — | $1,276,221,413 |
| 6 | Altium Wealth Management LLC | $1,511,232 | $1,202,940,722 | — | $1,202,940,722 |
| 7 | Pine Ridge Advisers LLC | $71,949,209 | $863,390,502 | — | $863,390,502 |
| 8 | Edge Wealth Management, LLC | $1,140,763 | $839,601,672 | — | $839,601,672 |
| 9 | True North Management Group | $157,196,299 | $785,981,493 | — | $785,981,493 |
| 10 | Atlas Private Wealth Management, LLC | $255,934 | $765,500,038 | — | $765,500,038 |
| 11 | Wealthstream Advisors, Inc. | $499,965 | $568,460,593 | — | $568,460,593 |
| 12 | Cooper/Haims Advisors | $401,128 | $486,166,659 | — | $486,166,659 |
| 13 | Sicart Associates, LLC | $2,305,099 | $456,409,503 | — | $456,409,503 |
| 14 | Clearmark Partners, LLC | $107,870,250 | $431,481,000 | — | $431,481,000 |
| 15 | Level Financial Advisors | $245,613 | $393,717,211 | — | $393,717,211 |
| 16 | Ogorek Wealth Management | $616,840 | $357,767,112 | — | $357,767,112 |
| 17 | Wall Street Access Asset Management | $642,026 | $343,483,738 | — | $343,483,738 |
| 18 | Weber Asset Management, Inc. | $503,547 | $328,312,956 | — | $328,312,956 |
| 19 | McCollum Christoferson Group, LLC | $393,101 | $291,681,170 | — | $291,681,170 |
| 20 | Eagle Bay Advisors LLC | $10,022,330 | $290,647,567 | — | $290,647,567 |
| 21 | Ellevest | $8,278 | $283,387,408 | — | $283,387,408 |
| 22 | Burns Matteson Capital Management, LLC | $231,788 | $221,589,361 | — | $221,589,361 |
| 23 | Eisneramper Wealth Advisors LLC | $4,072,406 | $207,692,685 | — | $207,692,685 |
| 24 | Pratt Collard Advisory Partners | $263,097 | $200,480,261 | — | $200,480,261 |
| 25 | Piermont Wealth Management Inc. | $471,679 | $194,803,271 | — | $194,803,271 |
| 26 | Enright, Mollin, Cascio & Ramusevic, Inc. | $716,457 | $191,294,027 | — | $191,294,027 |
| 27 | Level Financial Advisors, Inc. | $228,255 | $170,278,398 | — | $170,278,398 |
| 28 | Capital Financial Advisors Of New York | $378,641 | $156,000,000 | — | $156,000,000 |
| 29 | Clear Point Advisors, Inc. | $1,028,100 | $152,158,739 | — | $152,158,739 |
| 30 | American Financial & Tax Strategies, Inc. | $295,086 | $150,789,144 | — | $150,789,144 |
| 31 | Professional Financial | $1,535,217 | $147,380,838 | — | $147,380,838 |
| 32 | Otto & Associates, Inc. | $275,886 | $141,253,778 | — | $141,253,778 |
| 33 | Arcadia Wealth Management | $218,971 | $140,141,498 | — | $140,141,498 |
| 34 | Excomp Asset Management Ltd. | $546,079 | $123,413,901 | — | $123,413,901 |
| 35 | Landmark Wealth Management, LLC | $248,077 | $117,340,331 | — | $117,340,331 |
| 36 | Blue Spark Capital Advisors | $505,217 | $116,200,000 | — | $116,200,000 |
| 37 | Paolino, William | $187,809 | $113,436,400 | — | $113,436,400 |
| 38 | Prato Capital Management | $231,924 | $109,700,000 | — | $109,700,000 |
| 39 | Schnall Advisory Services, Inc | $545,097 | $106,294,000 | — | $106,294,000 |
| 40 | Arista Wealth Advisors, Ltd. | $276,131 | $137,633,320 | $155,919 | $137,789,239 |
| 41 | Forteris Wealth Management, Inc. | $271,038 | $101,443,485 | $466,967 | $101,910,452 |
| 42 | Fagan Associates Inc | $234,194 | $383,562,173 | $515,539 | $384,077,712 |
| 43 | Gatemore Capital Management, LLC | $416,297 | $122,603,258 | $1,036,819 | $123,640,077 |
| 44 | Independent Family Office | $3,559,791 | $404,630,782 | $1,185,375 | $405,816,157 |
| 45 | Clear Harbor Asset Management, LLC | $643,276 | $642,429,598 | $1,489,177 | $643,918,775 |
| 46 | Howe And Rusling, Inc. | $681,215 | $1,175,820,197 | $2,001,287 | $1,177,821,484 |
| 47 | Blue Ocean Strategic Capital | $200,610 | $133,473,822 | $2,138,343 | $135,612,165 |
| 48 | Keystone Global Partners LLC | $708,108 | $76,200,000 | $2,400,000 | $78,600,000 |
| 49 | Whitney & Company | $1,120,054 | $483,434,268 | $2,669,339 | $486,103,607 |
| 50 | Arista Advisory Group, LLC | $189,019 | $169,654,274 | $2,731,068 | $172,385,342 |
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.
