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$8,051,707$277,830,000$8,071,790,000$8,349,620,000
2SUMMIT ROCK ADVISORS, LP$103,943,704$7,885,247,865$7,914,195,146$15,799,443,011
3SILVERCREST ASSET MANAGEMENT GROUP LLC$19,662,808$18,753,815,040$6,316,265,175$25,070,080,215
4EAST END ADVISORS, LLC$187,834,233$898,706,873$5,111,988,573$6,010,695,446
5TIEDEMANN ADVISORS, LLC$40,943,165$13,613,751,880$3,705,206,920$17,318,958,800
6SEVEN BRIDGES ADVISORS LLC$38,154,959$2,382,435,298$2,730,329,204$5,112,764,502
7BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
8CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
9PERMANENS CAPITAL L.P.$57,819,690$3,633,634,135$991,941,049$4,625,575,184
10SANDERSON WEALTH MANAGEMENT, LLC$680,440$108,509,523$671,955,132$780,464,655
11HOLLOW BROOK WEALTH MANAGEMENT LLC$3,695,257$282,700,000$652,200,000$934,900,000
12PAYNE CAPITAL MANAGEMENT, LLC$224,005$211,942,894$612,173,119$824,116,013
13GENERATION CAPITAL MANAGEMENT LLC$2,603,289$76,638,716$589,803,336$666,442,052
14QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
15INVERNESS COUNSEL, LLC$2,963,306$2,990,982,470$532,387,880$3,523,370,350
16BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
17GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
18AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
19BARRETT ASSET MANAGEMENT, LLC$2,468,168$1,874,569,093$250,523,842$2,125,092,935
20HUDSON VALLEY INVESTMENT ADVISORS, INC.$541,042$592,120,919$234,049,735$826,170,654
21NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
22CRESCENT HILL PARTNERS LLC$586,315$67,267,422$178,398,577$245,665,999
23CHARLES PRATT & COMPANY, L.L.C.$1,106,109$565,199,158$159,302,391$724,501,549
24ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
25ASHFORD ADVISORS, LLC$2,315,093$387,054,680$154,677,079$541,731,759
26IFC PERSONAL MONEY MANAGERS, INC.$745,000$149,000,000$149,000,000
27ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
28CORNELL POCHILY INVESTMENT ADVISORS, INC.$417,242$362,025,034$135,327,652$497,352,686
29HERON WEALTH$300,312$223,733,264$118,622,692$342,355,956
30TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
31YORKBRIDGE WEALTH PARTNERS, LLC$1,062,571$794,730,601$92,516,545$887,247,146
32IADVISE PARTNERS$4,282,367$71,882,751$90,847,184$162,729,935
33FORTE CAPITAL LLC$476,579$907,476,139$79,994,661$987,470,800
34FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$919,950$483,036,717$79,972,799$563,009,516
35AMORE AMBRO, LLC$690,786$58,602,348$78,864,081$137,466,429
36SAGE CAPITAL MANAGEMENT LLC$709,153$259,141,177$78,415,566$337,556,743
37NOTTINGHAM ADVISORS INC.$580,812$1,199,092,962$71,142,899$1,270,235,861
38SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
39THE DAVID J. YVARS GROUP, INC.$290,704$178,953,863$61,458,245$240,412,108
40SENECA FINANCIAL ADVISORS LLC$595,635$331,874,703$61,244,446$393,119,149
41COBBLESTONE CAPITAL ADVISORS, LLC$824,202$1,933,035,300$59,885,245$1,992,920,545
42MILESTONES PRIVATE INVESTMENT ADVISORS LLC$248,973$75,543,353$59,648,774$135,192,127
43SHULMAN DEMEO ASSET MANAGEMENT, LLC$640,659$465,526,208$59,173,408$524,699,616
44LANDMARK WEALTH MANAGEMENT$1,422,018$255,200,000$54,800,000$310,000,000
45FRISCH FINANCIAL GROUP, INC.$367,390$431,230,441$49,682,951$480,913,392
46FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
47ASCENT WEALTH PARTNERS, LLC$563,559$729,479,746$39,778,357$769,258,103
48FINANCIAL ASSET MANAGEMENT CORP$363,237$207,516,459$39,121,489$246,637,948
49FRANCIS FINANCIAL$456,228$269,596,970$36,988,341$306,585,311
50ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,509,958$429,791,771$35,275,264$465,067,035
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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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.