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
51Socha Financial Group, LLC$423,082$304,618,768$304,618,768
52Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
53Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
54James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
55BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
56Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
57Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
58Hudson Valley Wealth Management, Inc$461,453$114,869,915$2,800,673$117,670,588
59Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
60Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
61TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
62Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
63Piermont Wealth Management Inc.$502,820$227,274,744$227,274,744
64Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
65Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
66Carswell Investments, LLC$528,037$239,729,015$239,729,015
67Total Management Group, Inc.$533,986$300,967,054$1,803,000$302,770,054
68Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
69Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
70Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
71Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
72Collins Advisors, LLC$555,844$100,283,251$3,103,691$103,386,942
73Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
74Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
75Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
76ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
77Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
78W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
79Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
80Signalert Asset Management LLC$607,924$268,094,582$268,094,582
81McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
82Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
83Nottingham Advisors Inc.$611,904$1,329,384,916$70,039,372$1,399,424,288
84Miller Gesko & Co Inc.$616,874$128,270,000$32,734,000$161,004,000
85SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
86Financial Decisions, LLC$620,038$299,380,027$98,161$299,478,188
87Seneca Financial Advisors LLC$620,267$435,843,784$60,369,886$496,213,670
88Burns J W & Co Inc$621,075$709,558,760$24,552,038$734,110,798
89ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
90Greystone Wealth Advisors LLC$651,549$295,802,226$16,941,060$312,743,286
91Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
92Matrix Asset Advisors Inc$680,056$790,905,683$790,905,683
93Weber Asset Management, Inc.$687,213$445,314,132$445,314,132
94Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
95Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
96Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
97Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
98Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
99Sage Capital Management LLC$751,120$252,190,649$82,057,808$334,248,457
100IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.