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
    1TAG ASSOCIATES LLC$6,424,628$313,310,000$9,182,290,000$9,495,600,000
    2SILVERCREST ASSET MANAGEMENT GROUP LLC$25,151,501$25,073,274,725$7,246,404,129$32,319,678,854
    3EAST END ADVISORS, LLC$192,238,303$1,191,330,576$5,729,248,327$6,920,578,903
    4TIEDEMANN ADVISORS, LLC$45,200,886$22,139,706,109$4,438,414,838$26,578,120,947
    5SEVEN BRIDGES ADVISORS LLC$41,858,347$2,201,144,724$4,370,615,787$6,571,760,511
    6BBR PARTNERS, LLC$6,491,925$23,602,200,000$2,365,500,000$25,967,700,000
    7CITRIN COOPERMAN WEALTH MANAGEMENT, LLC$2,413,850$1,648,659,367$1,648,659,367
    8SANDERSON WEALTH MANAGEMENT, LLC$810,802$121,145,689$874,519,002$995,664,691
    9PAYNE CAPITAL MANAGEMENT, LLC$269,063$300,210,088$743,485,559$1,043,695,647
    10GENERATION CAPITAL MANAGEMENT LLC$3,055,243$111,350,662$741,062,232$852,412,894
    11INVERNESS COUNSEL, LLC$4,309,500$3,839,486,022$629,465,700$4,468,951,722
    12HOLLOW BROOK WEALTH MANAGEMENT LLC$3,130,589$292,526,568$605,952,610$898,479,178
    13BEEKMAN WEALTH ADVISORY, LLC$84,085,714$588,600,000$588,600,000
    14WEALTHSPIRE ADVISORS$3,122,799$14,027,191,596$293,963,940$14,321,155,536
    15STELAC ADVISORY SERVICES LLC$6,394,392$2,365,283,216$281,995,083$2,647,278,299
    16HUDSON VALLEY INVESTMENT ADVISORS, INC.$638,931$748,529,805$251,396,766$999,926,571
    17IFC PERSONAL MONEY MANAGERS, INC.$600,000$240,000,000$240,000,000
    18BLACKTOWER FINANCIAL MANAGEMENT (US) LLC$636,863$200,611,899$200,611,899
    19ARTEMIS WEALTH ADVISORS, LLC$92,685,283$1,753,378,680$193,012,263$1,946,390,943
    20CRESCENT HILL PARTNERS LLC$594,661$108,412,992$187,728,089$296,141,081
    21ASHFORD ADVISORS, LLC$3,364,588$583,621,587$176,775,397$760,396,984
    22ADC WEALTH MANAGEMENT, LLC$797,781$174,714,000$174,714,000
    23HERON WEALTH$302,751$321,134,708$133,596,688$454,731,396
    24AMORE AMBRO, LLC$831,144$95,672,577$132,060,984$227,733,561
    25CHARLES PRATT & COMPANY, L.L.C.$1,374,689$777,530,438$117,392,079$894,922,517
    26FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$1,078,143$649,210,410$92,551,857$741,762,267
    27FORTE CAPITAL LLC$629,030$1,363,629,633$85,654,358$1,449,283,991
    28SOURCE FINANCIAL ADVISORS, LLC$1,418,370$478,449,065$81,807,076$560,256,141
    29MILESTONES PRIVATE INVESTMENT ADVISORS LLC$268,889$86,712,264$80,805,397$167,517,661
    30SHULMAN DEMEO ASSET MANAGEMENT, LLC$792,833$590,438,843$77,126,221$667,565,064
    31ROCKBRIDGE INVESTMENT MANAGEMENT, LLC$418,987$1,495,206,893$75,994,331$1,571,201,224
    32SENECA FINANCIAL ADVISORS LLC$667,848$503,823,729$75,868,410$579,692,139
    33LANDMARK WEALTH MANAGEMENT$1,785,108$346,723,100$72,777,300$419,500,400
    34YORKBRIDGE WEALTH PARTNERS, LLC$1,036,601$1,083,670,141$70,067,191$1,153,737,332
    35BLUE SQUARE ASSET MANAGEMENT, LLC$605,652$224,877,587$66,440,856$291,318,443
    36BARRETT ASSET MANAGEMENT, LLC$3,980,131$2,874,235,704$63,100,765$2,937,336,469
    37COBBLESTONE CAPITAL ADVISORS, LLC$975,663$2,621,772,328$60,324,573$2,682,096,901
    38ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,892,801$668,284,527$58,550,873$726,835,400
    39KINGS POINT CAPITAL MANAGEMENT LLC$1,272,371$1,639,471,869$57,870,578$1,697,342,447
    40SHIKIAR ASSET MANAGEMENT INC$2,511,111$512,000,000$53,000,000$565,000,000
    41ASCENT WEALTH PARTNERS, LLC$599,807$1,011,411,489$52,045,772$1,063,457,261
    42FINANCIAL ASSET MANAGEMENT CORP$464,906$287,741,553$48,850,106$336,591,659
    43FRANCIS FINANCIAL$566,025$418,248,458$47,590,113$465,838,571
    44HUDSON ADVISOR SERVICES, INC.$499,834$234,207,417$44,699,894$278,907,311
    45LONG RUN WEALTH ADVISORS, LLC$224,761$337,558,030$44,085,692$381,643,722
    46SAMALIN WEALTH$330,444$284,269,659$41,217,960$325,487,619
    47HIGH PROBABILITY ADVISORS, LLC$1,082,142$426,691,529$32,136,810$458,828,339
    48MILLER, GESKO & COMPANY INC.$680,069$135,086,606$30,850,177$165,936,783
    49FRISCH FINANCIAL GROUP, INC.$461,945$629,804,749$30,776,277$660,581,026
    50FIFTH SET PRIVATE WEALTH MANAGEMENT LLC$508,739$111,132,418$28,262,102$139,394,520
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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.