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
1True North Management Group, Llc$126,183,714$757,102,281$757,102,281
2Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
3J.J. Burns & Company$366,490$471,306,376$471,306,376
4United Financial Planning Group Llc$281,023$104,259,396$104,259,396
5Professional Financial$372,648$162,102,083$162,102,083
6Canty Financial Management, Inc.$281,797$101,446,824$101,446,824
7Paolino, William$209,751$131,513,916$131,513,916
8Pinnacle Associates, Ltd.$1,413,867$6,245,050,417$6,245,050,417
9Hfh Planning Inc.$312,610$129,108,017$129,108,017
10Two Point Capital Management, Inc.$1,914,509$156,989,715$156,989,715
11Excomp Asset Management Ltd$324,193$128,056,401$128,056,401
12Bck Partners, Inc.$283,223$128,016,983$128,016,983
13Landmark Wealth Management, Llc$301,630$155,942,710$155,942,710
14Clearmark Partners, Llc$107,870,250$431,481,000$431,481,000
15Kelleher Financial Advisors. Llc$703,890$426,557,427$426,557,427
16Kore Private Wealth, Llc$1,172,034$3,571,188,631$3,571,188,631
17Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
18Alesco Advisors Llc$2,803,349$3,540,629,605$3,540,629,605
19Karpus Investment Management$1,539,301$3,443,416,125$3,443,416,125
20Pine Ridge Advisers Llc$87,790,881$1,053,490,569$1,053,490,569
21Level Financial Advisors, Inc.$250,868$409,668,111$409,668,111
22Eagle Bay Advisors Llc$12,235,247$403,763,162$403,763,162
23Ogorek Wealth Management, Llc$762,714$402,713,044$402,713,044
24Atlas Private Wealth Management, Llc$249,092$1,002,344,503$1,002,344,503
25Downtown Investment Advisory$972,263$146,811,754$146,811,754
27Weber Asset Management, Inc.$608,383$384,497,955$384,497,955
28Edge Wealth Management, Llc$1,148,359$933,616,108$933,616,108
29Piermont Wealth Management Inc.$473,744$220,290,782$220,290,782
30Socha Financial Group, Llc$391,398$275,935,290$275,935,290
31Estabrook Capital Management Llc$863,426$851,337,741$851,337,741
32Arista Wealth Advisors, Ltd$325,192$172,026,597$172,026,597
33Matrix Asset Advisors Inc$1,654,750$814,137,000$814,137,000
34American Financial & Tax Strategies, Inc.$271,367$171,232,825$171,232,825
35Blue Spark Capital Advisors$545,755$139,713,327$139,713,327
36Cherrydale Wealth Management, Llc$460,401$110,956,549$110,956,549
37Sicart Associates, Llc$1,961,216$509,916,036$509,916,036
38Capital Financial Advisors Of New York, Llc$306,667$138,000,000$138,000,000
39Prato Capital Management$282,713$137,964,134$137,964,134
40Mccollum Christoferson Group, Llc$486,725$355,309,324$355,309,324
41Burns Matteson Capital Management, Llc$282,163$266,361,529$266,361,529
42Otto & Associates, Inc.$316,010$166,853,519$166,853,519
43Bridgewater Advisors Inc.$675,755$1,656,274,752$1,656,274,752
44S.E.E.D. Planning Group, Llc$188,887$166,032,000$166,032,000
45Altium Wealth Management Llc$619,818$1,614,006,942$1,614,006,942
46Lenox Wealth Advisors, Llc$676,354$1,591,459,926$1,591,459,926
47Infiniti Wealth Management$214,522$107,260,806$107,260,806
48Golden Bay Advisors Llc$766,019$135,585,381$135,585,381
49Florian Financial Group Llc$372,884$107,017,678$107,017,678
50Brewster Financial Planning Llc$213,320$126,490,229$221,697$126,711,926
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Showing 1 to 50 of 141 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.