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
1Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
2Merit Financial Partners LLC$391,947$149,723,851$149,723,851
3Matrix Asset Advisors Inc$680,056$790,905,683$790,905,683
4Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
5American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
6Durante & Waters, LLC$254,111$127,309,399$127,309,399
7Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
8Socha Financial Group, LLC$423,082$304,618,768$304,618,768
9Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
10Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
11Otto & Associates, Inc.$332,461$187,507,950$187,507,950
12Paolino, William John$222,156$139,736,325$139,736,325
13Weber Asset Management, Inc.$687,213$445,314,132$445,314,132
14Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
15Capital Financial Services LLC$231,017$106,729,793$106,729,793
16Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
17McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
18Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
19Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
20S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
21Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
22James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
23Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
24Pinnacle Associates, Ltd.$1,446,083$6,657,766,030$6,657,766,030
25SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
26Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
27Carswell Investments, LLC$528,037$239,729,015$239,729,015
28Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
29Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
30Signalert Asset Management LLC$607,924$268,094,582$268,094,582
31Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
32Goalvest Advisory LLC$140,008$170,810,107$170,810,107
33Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
34Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
35Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
36Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
37BPC Advisors LLC$346,128$111,453,114$111,453,114
38Piermont Wealth Management Inc.$502,820$227,274,744$227,274,744
39Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
40Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
41Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
42Florian Financial Group LLC$187,805$118,129,288$118,129,288
43Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
44Alesco Advisors LLC$3,221,938$4,249,736,239$4,249,736,239
45Excomp Asset Management Ltd$315,654$122,473,740$122,473,740
46Avestar Capital, LLC$803,975$703,478,380$703,478,380
47Prato Capital Management, Inc.$293,290$152,217,450$152,217,450
48BCK Partners, Inc.$316,253$154,963,891$154,963,891
49Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
50Ellevest, Inc.$9,117$1,005,597,453$1,005,597,453
Next Page »

Showing 1 to 50 of 160 entries

Page 1 | 2 | 3 | 4

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.