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
1Ellevest, Inc.$9,117$1,005,597,453$1,005,597,453
2Goalvest Advisory LLC$140,008$170,810,107$170,810,107
3Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
4Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
5Florian Financial Group LLC$187,805$118,129,288$118,129,288
6Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
7Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
8Paolino, William John$222,156$139,736,325$139,736,325
9Capital Financial Services LLC$231,017$106,729,793$106,729,793
10S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
11Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
12Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
13Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
14Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
15Durante & Waters, LLC$254,111$127,309,399$127,309,399
16Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
17Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
18Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
19Capstone Investment Financial Group, LLC$284,651$98,513,050$4,245,823$102,758,873
20Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
21Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
22THE DAVID J. YVARS GROUP, INC.$290,704$178,953,863$61,458,245$240,412,108
23Prato Capital Management, Inc.$293,290$152,217,450$152,217,450
24Samalin Investment Counsel, LLC$309,880$239,938,764$32,135,894$272,074,658
25Excomp Asset Management Ltd$315,654$122,473,740$122,473,740
26BCK Partners, Inc.$316,253$154,963,891$154,963,891
27Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
28Otto & Associates, Inc.$332,461$187,507,950$187,507,950
29Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
30Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
31Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
32Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
33HFH Planning Inc.$342,586$147,312,143$147,312,143
34BPC Advisors LLC$346,128$111,453,114$111,453,114
35Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
36Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
37Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
38Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
39Fagan Associates Inc$366,691$554,047,847$1,121,865$555,169,712
40Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
41American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
42Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
43Merit Financial Partners LLC$391,947$149,723,851$149,723,851
44Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
45United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
46Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
47Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
48Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
49Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
50R.W. Roge & Company, Inc$418,404$283,537,292$15,621,573$299,158,865
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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.