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
1CANTY FINANCIAL MANAGEMENT, INC.$281,797$101,446,824$101,446,824
2COLLINS ADVISORS, LLC$555,844$100,283,251$3,103,691$103,386,942
3SAFRAN WEALTH ADVISORS, LLC$252,246$92,080,939$11,339,931$103,420,870
4UNITED FINANCIAL PLANNING GROUP LLC$281,023$104,259,396$104,259,396
5TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
6FLORIAN FINANCIAL GROUP LLC$372,884$107,017,678$107,017,678
7INFINITI WEALTH MANAGEMENT$214,522$107,260,806$107,260,806
8FLOWER CITY CAPITAL LLC$317,839$91,933,716$17,084,945$109,018,661
9CHERRYDALE WEALTH MANAGEMENT, LLC$460,401$110,956,549$110,956,549
10FORTERIS WEALTH MANAGEMENT, INC.$314,485$112,300,000$600,000$112,900,000
11LONG ISLAND WEALTH MANAGEMENT, INC.$329,545$101,441,704$12,251,205$113,692,909
12SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
13MERIT FINANCIAL PARTNERS LLC$409,258$119,503,212$119,503,212
14EXCOMP ASSET MANAGEMENT LTD$315,654$122,473,740$122,473,740
15WINTHROP PARTNERS - WNY, LLC$514,048$123,708,066$2,747,670$126,455,736
16BREWSTER FINANCIAL PLANNING LLC$213,320$126,490,229$221,697$126,711,926
17FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
18BCK PARTNERS, INC.$283,223$128,016,983$128,016,983
19HFH PLANNING INC.$312,610$129,108,017$129,108,017
20PAOLINO, WILLIAM$209,751$131,513,916$131,513,916
21CONTINUUM WEALTH ADVISORS, LLC$240,031$129,424,000$2,353,000$131,777,000
22BEACON FINANCIAL ADVISORS$463,786$124,837,615$10,123,982$134,961,597
23MILESTONES PRIVATE INVESTMENT ADVISORS LLC$248,973$75,543,353$59,648,774$135,192,127
24GOLDEN BAY ADVISORS LLC$766,019$135,585,381$135,585,381
25AMORE AMBRO, LLC$690,786$58,602,348$78,864,081$137,466,429
26PRATO CAPITAL MANAGEMENT$282,713$137,964,134$137,964,134
27CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC$306,667$138,000,000$138,000,000
28BLUE SPARK CAPITAL ADVISORS$545,755$139,713,327$139,713,327
29ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
30MILLER, GESKO & COMPANY INC.$546,518$126,423,000$22,230,000$148,653,000
31IFC PERSONAL MONEY MANAGERS, INC.$745,000$149,000,000$149,000,000
32COLLEY ASSET MANAGEMENT, INC.$329,621$130,976,072$19,001,430$149,977,502
33LANDMARK WEALTH MANAGEMENT, LLC$301,630$155,942,710$155,942,710
34TWO POINT CAPITAL MANAGEMENT, INC.$1,914,509$156,989,715$156,989,715
35PROFESSIONAL FINANCIAL$372,648$162,102,083$162,102,083
36IADVISE PARTNERS$4,282,367$71,882,751$90,847,184$162,729,935
37S.E.E.D. PLANNING GROUP, LLC$188,887$166,032,000$166,032,000
38OTTO & ASSOCIATES, INC.$316,010$166,853,519$166,853,519
39ARISTA ADVISORY GROUP, LLC$201,915$166,770,047$2,838,208$169,608,255
40AMERICAN FINANCIAL & TAX STRATEGIES, INC.$271,367$171,232,825$171,232,825
41ARISTA WEALTH ADVISORS, LTD$325,192$172,026,597$172,026,597
42BLUE SQUARE ASSET MANAGEMENT, LLC$612,159$148,541,559$27,760,346$176,301,905
43ARCADIA WEALTH MANAGEMENT$255,840$177,552,824$177,552,824
44CLEAR POINT ADVISORS, INC.$1,135,150$186,164,640$186,164,640
45CARSWELL INVESTMENTS, LLC$426,942$189,562,250$189,562,250
46FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
47HIGH PROBABILITY ADVISORS, LLC$957,879$200,004,571$4,981,519$204,986,090
48SAMALIN INVESTMENT COUNSEL, LLC$307,850$176,829,102$32,816,564$209,645,666
49PIERMONT WEALTH MANAGEMENT INC.$473,744$220,290,782$220,290,782
50HUDSON ADVISOR SERVICES, INC.$423,313$205,791,404$26,607,357$232,398,761
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Showing 1 to 50 of 135 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 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.