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
1Ellevest$8,278$283,387,408$283,387,408
2Long Island Wealth Management, Inc.$182,845$102,088,849$8,715,097$110,803,946
3Forte Capital Llc$183,295$286,534,260$72,173,406$358,707,666
4Payne Capital Management, LLC$185,284$212,300,664$426,187,876$638,488,540
5Paolino, William$187,809$113,436,400$113,436,400
6Arista Advisory Group, LLC$189,019$169,654,274$2,731,068$172,385,342
7Blue Ocean Strategic Capital$200,610$133,473,822$2,138,343$135,612,165
8Heron Wealth$218,030$182,364,000$131,817,000$314,181,000
9Arcadia Wealth Management$218,971$140,141,498$140,141,498
10Milestones Private Investment Advisors LLC$225,489$80,115,834$45,932,365$126,048,199
11Level Financial Advisors, Inc.$228,255$170,278,398$170,278,398
12Burns Matteson Capital Management, LLC$231,788$221,589,361$221,589,361
13Prato Capital Management$231,924$109,700,000$109,700,000
14Fagan Associates Inc$234,194$383,562,173$515,539$384,077,712
15Level Financial Advisors$245,613$393,717,211$393,717,211
16Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
17Landmark Wealth Management, LLC$248,077$117,340,331$117,340,331
18The David J. Yvars Group, Inc.$252,982$142,079,799$63,088,437$205,168,236
19Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
20HFH Planning Inc.$256,260$109,423,123$109,423,123
21Pratt Collard Advisory Partners$263,097$200,480,261$200,480,261
22Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
23Candace Shira Associates, LLC$274,557$257,324,430$5,152,188$262,476,618
24Otto & Associates, Inc.$275,886$141,253,778$141,253,778
25Arista Wealth Advisors, Ltd.$276,131$137,633,320$155,919$137,789,239
26American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
27Samalin Investment Counsel$301,851$137,849,135$26,961,562$164,810,697
28King Wealth Management Group, LLC$307,669$429,661,784$9,381,432$439,043,216
29Colley Asset Management, Inc.$314,740$123,045,997$17,642,775$140,688,772
30Frisch Financial Group, Inc.$326,748$373,659,234$35,429,291$409,088,525
31Financial Asset Management Corp$373,351$174,584,583$32,251,908$206,836,491
32Excomp Asset Management Ltd$377,495$201,000,000$7,000,000$208,000,000
33Capital Financial Advisors Of New York$378,641$156,000,000$156,000,000
34Hudson Advisor Services, Inc.$380,564$178,933,818$23,525,978$202,459,796
35Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
36Tortoise Investment Management$388,234$938,361,733$14,752,952$953,114,685
37McCollum Christoferson Group, LLC$393,101$291,681,170$291,681,170
38Francis Financial$393,274$204,670,936$34,439,520$239,110,456
39Cooper/Haims Advisors$401,128$486,166,659$486,166,659
40Ascent Wealth Partners, LLC$404,291$521,007,523$20,742,749$541,750,272
41Forte Capital$404,967$758,111,922$39,672,725$797,784,647
42Pinnacle Associates, Ltd.$414,503$132,274,215$39,744,420$172,018,635
43Gatemore Capital Management, LLC$416,297$122,603,258$1,036,819$123,640,077
44Heller Wealth Management$417,969$207,000,000$7,000,000$214,000,000
45Crescent Hill Partners LLC$419,831$58,758,206$152,416,682$211,174,888
46Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
47Beacon Financial Advisors$444,475$112,084,203$7,479,525$119,563,728
48Winthrop Partners - WNY, LLC$459,118$102,888,377$4,086,211$106,974,588
49Sanderson Wealth Management$463,331$79,669,321$587,063,738$666,733,059
50ADC Wealth Management, LLC$465,503$110,789,665$110,789,665
Next Page »

Showing 1 to 50 of 129 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.