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
101Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
102Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
103Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
104Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
105Seneca Financial Advisors LLC$620,267$435,843,784$60,369,886$496,213,670
106THE DAVID J. YVARS GROUP, INC.$290,704$178,953,863$61,458,245$240,412,108
107Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
108Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
109Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
110Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
111SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
112Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
113Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
114Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
115Nottingham Advisors Inc.$611,904$1,329,384,916$70,039,372$1,399,424,288
116Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
117W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
118Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
119Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
120Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
121Sage Capital Management LLC$751,120$252,190,649$82,057,808$334,248,457
122Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
123Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
124TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
125Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
126Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
127Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
128ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
129HFH Planning Inc.$342,586$147,312,143$147,312,143
130ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
131Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
132IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
133Charles Pratt & Company, L.L.C.$1,219,711$625,185,353$179,824,006$805,009,359
134Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
135Artemis Wealth Advisors, LLC$114,842,022$1,534,855,407$187,774,925$1,722,630,332
136NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
137Southwind Associates Of Nj Inc.$5,366,102$83,794,167$189,877,043$273,671,210
138Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
139Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
140GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
141Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
142Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
143BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
144Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
145AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
146Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
147Inverness Counsel, LLC$3,068,120$3,229,075,162$621,415,681$3,850,490,843
148Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
149Generation Capital Management LLC$2,933,112$97,981,584$655,828,109$753,809,693
150Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
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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.