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
1Keystone Global Partners Llc$588,591$85,100,000$2,600,000$87,700,000
2Canty Financial Management, Inc.$281,797$101,446,824$101,446,824
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
5Florian Financial Group Llc$372,884$107,017,678$107,017,678
6Infiniti Wealth Management$214,522$107,260,806$107,260,806
7Cherrydale Wealth Management, Llc$460,401$110,956,549$110,956,549
8Forteris Wealth Management, Inc.$314,485$112,300,000$600,000$112,900,000
9Long Island Wealth Management, Inc.$329,545$101,441,704$12,251,205$113,692,909
102088 Advisory, Lp$118,557,498$118,557,498$118,557,498
11Winthrop Partners - Wny, Llc$514,048$123,708,066$2,747,670$126,455,736
12Brewster Financial Planning Llc$213,320$126,490,229$221,697$126,711,926
13Family Cfo, Llc$782,509$120,717,207$6,049,310$126,766,517
14Bck Partners, Inc.$283,223$128,016,983$128,016,983
15Excomp Asset Management Ltd$324,193$128,056,401$128,056,401
16Hfh Planning Inc.$312,610$129,108,017$129,108,017
17Paolino, William$209,751$131,513,916$131,513,916
18Continuum Wealth Advisors, Llc$240,031$129,424,000$2,353,000$131,777,000
19Beacon Financial Advisors$463,786$124,837,615$10,123,982$134,961,597
20Milestones Private Investment Advisors Llc$248,973$75,543,353$59,648,774$135,192,127
21Golden Bay Advisors Llc$766,019$135,585,381$135,585,381
22Amore Ambro, Llc$690,786$58,602,348$78,864,081$137,466,429
23Prato Capital Management$282,713$137,964,134$137,964,134
24Capital Financial Advisors Of New York, Llc$306,667$138,000,000$138,000,000
25Blue Spark Capital Advisors$545,755$139,713,327$139,713,327
26Adc Wealth Management, Llc$593,107$139,973,229$139,973,229
27Downtown Investment Advisory$972,263$146,811,754$146,811,754
28Miller, Gesko & Company Inc.$546,518$126,423,000$22,230,000$148,653,000
29Ifc Personal Money Managers, Inc.$745,000$149,000,000$149,000,000
30Colley Asset Management, Inc.$329,621$130,976,072$19,001,430$149,977,502
31Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
32Landmark Wealth Management, Llc$301,630$155,942,710$155,942,710
33Two Point Capital Management, Inc.$1,914,509$156,989,715$156,989,715
34Professional Financial$372,648$162,102,083$162,102,083
35Iadvise Partners$4,282,367$71,882,751$90,847,184$162,729,935
36S.E.E.D. Planning Group, Llc$188,887$166,032,000$166,032,000
37Otto & Associates, Inc.$316,010$166,853,519$166,853,519
38Arista Advisory Group, Llc$201,915$166,770,047$2,838,208$169,608,255
39American Financial & Tax Strategies, Inc.$271,367$171,232,825$171,232,825
40Arista Wealth Advisors, Ltd$325,192$172,026,597$172,026,597
41Blue Square Asset Management, Llc$612,159$148,541,559$27,760,346$176,301,905
42Fielder Capital Group Llc$1,206,037$150,557,286$49,644,791$200,202,077
43High Probability Advisors, Llc$957,879$200,004,571$4,981,519$204,986,090
44Samalin Investment Counsel, Llc$307,850$176,829,102$32,816,564$209,645,666
45Piermont Wealth Management Inc.$473,744$220,290,782$220,290,782
46Pratt Collard Buck Advisory Group$297,201$231,980,001$1,916,800$233,896,801
47The David J. Yvars Group, Inc.$290,704$178,953,863$61,458,245$240,412,108
48Crescent Hill Partners Llc$586,315$67,267,422$178,398,577$245,665,999
49Heller Wealth Management$476,744$215,000,000$31,000,000$246,000,000
50Financial Asset Management Corp$363,237$207,516,459$39,121,489$246,637,948
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Showing 1 to 50 of 141 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.