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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
2Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
3Schnall Advisory Services, Inc$545,097$106,294,000$106,294,000
4Winthrop Partners - WNY, LLC$459,118$102,888,377$4,086,211$106,974,588
5HFH Planning Inc.$256,260$109,423,123$109,423,123
6Prato Capital Management$231,924$109,700,000$109,700,000
7ADC Wealth Management, LLC$465,503$110,789,665$110,789,665
8Long Island Wealth Management, Inc.$182,845$102,088,849$8,715,097$110,803,946
9Paolino, William$187,809$113,436,400$113,436,400
10Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
11Landmark Wealth Management, LLC$248,077$117,340,331$117,340,331
12Beacon Financial Advisors$444,475$112,084,203$7,479,525$119,563,728
13Excomp Asset Management Ltd.$546,079$123,413,901$123,413,901
14Gatemore Capital Management, LLC$416,297$122,603,258$1,036,819$123,640,077
15Milestones Private Investment Advisors LLC$225,489$80,115,834$45,932,365$126,048,199
16Miller, Gesko & Company Inc.$492,300$109,122,000$22,322,000$131,444,000
17Blue Ocean Strategic Capital$200,610$133,473,822$2,138,343$135,612,165
18Arista Wealth Advisors, Ltd.$276,131$137,633,320$155,919$137,789,239
19Arcadia Wealth Management$218,971$140,141,498$140,141,498
20Colley Asset Management, Inc.$314,740$123,045,997$17,642,775$140,688,772
21Otto & Associates, Inc.$275,886$141,253,778$141,253,778
22Professional Financial$1,535,217$147,380,838$147,380,838
23Fielder Capital Group LLC$1,448,750$74,039,084$73,733,464$147,772,548
24iAdvise$4,071,764$69,514,068$81,141,183$150,655,251
25American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
26Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
27Capital Financial Advisors Of New York$378,641$156,000,000$156,000,000
28Samalin Investment Counsel$301,851$137,849,135$26,961,562$164,810,697
29Level Financial Advisors, Inc.$228,255$170,278,398$170,278,398
30Pinnacle Associates, Ltd.$414,503$132,274,215$39,744,420$172,018,635
31Arista Advisory Group, LLC$189,019$169,654,274$2,731,068$172,385,342
32Enright, Mollin, Cascio & Ramusevic, Inc.$716,457$191,294,027$191,294,027
33Piermont Wealth Management Inc.$471,679$194,803,271$194,803,271
34Carswell Investments$503,931$139,328,026$55,693,461$195,021,487
35Pratt Collard Advisory Partners$263,097$200,480,261$200,480,261
36Hudson Advisor Services, Inc.$380,564$178,933,818$23,525,978$202,459,796
37The David J. Yvars Group, Inc.$252,982$142,079,799$63,088,437$205,168,236
38Financial Asset Management Corp$373,351$174,584,583$32,251,908$206,836,491
39Eisneramper Wealth Advisors LLC$4,072,406$207,692,685$207,692,685
40Excomp Asset Management Ltd$377,495$201,000,000$7,000,000$208,000,000
41The Doman Group, LLC$3,403,226$186,000,000$25,000,000$211,000,000
42Crescent Hill Partners LLC$419,831$58,758,206$152,416,682$211,174,888
43Heller Wealth Management$417,969$207,000,000$7,000,000$214,000,000
44Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
45Burns Matteson Capital Management, LLC$231,788$221,589,361$221,589,361
46Greystone Wealth Advisors$534,136$220,733,369$10,547,301$231,280,670
47R.W. Roge & Company, Inc$834,077$223,706,543$9,834,975$233,541,518
48Francis Financial$393,274$204,670,936$34,439,520$239,110,456
49Perennial$2,881,255$235,519,557$9,387,115$244,906,672
50Candace Shira Associates, LLC$274,557$257,324,430$5,152,188$262,476,618
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Showing 1 to 50 of 129 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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