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
1Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
2Alesco Advisors$2,918,846$3,368,348,349$3,368,348,349
3Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
4Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
5Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
6Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
7Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
8Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
9True North Management Group$157,196,299$785,981,493$785,981,493
10Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
11Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
12Cooper/Haims Advisors$401,128$486,166,659$486,166,659
13Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
14Clearmark Partners, LLC$107,870,250$431,481,000$431,481,000
15Level Financial Advisors$245,613$393,717,211$393,717,211
16Ogorek Wealth Management$616,840$357,767,112$357,767,112
17Wall Street Access Asset Management$642,026$343,483,738$343,483,738
18Weber Asset Management, Inc.$503,547$328,312,956$328,312,956
19McCollum Christoferson Group, LLC$393,101$291,681,170$291,681,170
20Eagle Bay Advisors LLC$10,022,330$290,647,567$290,647,567
21Ellevest$8,278$283,387,408$283,387,408
22Burns Matteson Capital Management, LLC$231,788$221,589,361$221,589,361
23Eisneramper Wealth Advisors LLC$4,072,406$207,692,685$207,692,685
24Pratt Collard Advisory Partners$263,097$200,480,261$200,480,261
25Piermont Wealth Management Inc.$471,679$194,803,271$194,803,271
26Enright, Mollin, Cascio & Ramusevic, Inc.$716,457$191,294,027$191,294,027
27Level Financial Advisors, Inc.$228,255$170,278,398$170,278,398
28Capital Financial Advisors Of New York$378,641$156,000,000$156,000,000
29Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
30American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
31Professional Financial$1,535,217$147,380,838$147,380,838
32Otto & Associates, Inc.$275,886$141,253,778$141,253,778
33Arcadia Wealth Management$218,971$140,141,498$140,141,498
34Excomp Asset Management Ltd.$546,079$123,413,901$123,413,901
35Landmark Wealth Management, LLC$248,077$117,340,331$117,340,331
36Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
37Paolino, William$187,809$113,436,400$113,436,400
38Prato Capital Management$231,924$109,700,000$109,700,000
39Schnall Advisory Services, Inc$545,097$106,294,000$106,294,000
40Arista Wealth Advisors, Ltd.$276,131$137,633,320$155,919$137,789,239
41Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
42Fagan Associates Inc$234,194$383,562,173$515,539$384,077,712
43Gatemore Capital Management, LLC$416,297$122,603,258$1,036,819$123,640,077
44Independent Family Office$3,559,791$404,630,782$1,185,375$405,816,157
45Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
46Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
47Blue Ocean Strategic Capital$200,610$133,473,822$2,138,343$135,612,165
48Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
49Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
50Arista Advisory Group, LLC$189,019$169,654,274$2,731,068$172,385,342
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Showing 1 to 50 of 129 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.

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