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
1Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
2Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
3Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
4Capstone Investment Financial Group, LLC$284,651$98,513,050$4,245,823$102,758,873
5Collins Advisors, LLC$555,844$100,283,251$3,103,691$103,386,942
6Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
7TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
8Capital Financial Services LLC$231,017$106,729,793$106,729,793
9Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
10BPC Advisors LLC$346,128$111,453,114$111,453,114
11Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
12Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
13Hudson Valley Wealth Management, Inc$461,453$114,869,915$2,800,673$117,670,588
14Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
15Florian Financial Group LLC$187,805$118,129,288$118,129,288
16SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
17Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
18Excomp Asset Management Ltd$315,654$122,473,740$122,473,740
19Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
20Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
21FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
22Durante & Waters, LLC$254,111$127,309,399$127,309,399
23Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
24Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
25Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
26United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
27Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
28Paolino, William John$222,156$139,736,325$139,736,325
29Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
30ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
31Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
32HFH Planning Inc.$342,586$147,312,143$147,312,143
33Merit Financial Partners LLC$391,947$149,723,851$149,723,851
34Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
35Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
36Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
37Prato Capital Management, Inc.$293,290$152,217,450$152,217,450
38Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
39BCK Partners, Inc.$316,253$154,963,891$154,963,891
40Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
41Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
42Miller Gesko & Co Inc.$616,874$128,270,000$32,734,000$161,004,000
43Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
44Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
45Goalvest Advisory LLC$140,008$170,810,107$170,810,107
46IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
47Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
48Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
49Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
50Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
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Showing 1 to 50 of 160 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 Carline Murphy.

*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.