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 |
|---|---|---|---|---|---|
| 101 | Fusion Family Wealth, LLC | $764,486 | $796,000,000 | $22,000,000 | $818,000,000 |
| 102 | FAMILY CFO, LLC | $782,509 | $120,717,207 | $6,049,310 | $126,766,517 |
| 103 | Magnus Financial Group LLC | $783,717 | $1,819,790,600 | — | $1,819,790,600 |
| 104 | Golden Bay Advisors LLC | $792,200 | $139,427,194 | — | $139,427,194 |
| 105 | Avestar Capital, LLC | $803,975 | $703,478,380 | — | $703,478,380 |
| 106 | Level Financial Advisors, Inc. | $805,137 | $500,794,994 | — | $500,794,994 |
| 107 | Regal Wealth Management, LLC | $849,662 | $113,957,549 | $746,856 | $114,704,405 |
| 108 | Cobblestone Capital Advisors, LLC | $894,898 | $2,269,581,111 | $61,627,667 | $2,331,208,778 |
| 109 | Estabrook Capital Management LLC | $916,975 | $834,447,429 | — | $834,447,429 |
| 110 | High Probability Advisors, LLC | $999,560 | $288,406,467 | $28,454,083 | $316,860,550 |
| 111 | Yorkbridge Wealth Partners, LLC | $1,029,460 | $925,721,328 | $69,766,502 | $995,487,830 |
| 112 | Financial Partners Capital Management, LLC | $1,068,657 | $552,337,206 | $101,680,874 | $654,018,080 |
| 113 | Perennial Advisors, LLC | $1,114,271 | $390,558,227 | $3,893,545 | $394,451,772 |
| 114 | NEXT CAPITAL MANAGEMENT LLC | $1,119,994 | $772,963,661 | $189,111,357 | $962,075,018 |
| 115 | Kings Point Capital Management LLC | $1,166,334 | $1,329,608,497 | $40,833,975 | $1,370,442,472 |
| 116 | Two Point Capital Management, Inc. | $1,201,325 | $199,420,004 | — | $199,420,004 |
| 117 | Charles Pratt & Company, L.L.C. | $1,219,711 | $625,185,353 | $179,824,006 | $805,009,359 |
| 118 | Kore Private Wealth, LLC | $1,235,903 | $4,189,712,433 | — | $4,189,712,433 |
| 119 | Griffin Asset Management, LLC | $1,350,703 | $845,160,455 | $8,484,133 | $853,644,588 |
| 120 | Cyrus J. Lawrence LLC | $1,426,680 | $590,048,036 | $597,446 | $590,645,482 |
| 121 | Pinnacle Associates, Ltd. | $1,446,083 | $6,657,766,030 | — | $6,657,766,030 |
| 122 | Edge Wealth Management, LLC | $1,447,324 | $704,846,902 | — | $704,846,902 |
| 123 | SOURCE FINANCIAL ADVISORS, LLC | $1,533,962 | $398,176,690 | $66,613,880 | $464,790,570 |
| 124 | Bryant Woods Investment Advisors, LLC | $1,570,779 | $295,830,200 | $62,307,300 | $358,137,500 |
| 125 | Armbruster Capital Management, Inc. | $1,588,966 | $476,138,927 | $45,042,017 | $521,180,944 |
| 126 | Spielberger & Brooks, Inc. | $1,709,228 | $385,561,985 | $7,560,356 | $393,122,341 |
| 127 | Oxler Private Wealth LLC | $1,894,320 | $414,153,988 | $2,596,384 | $416,750,372 |
| 128 | AJ Wealth Strategies, LLC | $1,921,698 | $1,534,000,000 | $503,000,000 | $2,037,000,000 |
| 129 | Sicart Associates, LLC | $2,043,069 | $551,628,605 | — | $551,628,605 |
| 130 | Shikiar Asset Management Inc | $2,229,730 | $446,000,000 | $49,000,000 | $495,000,000 |
| 131 | Ogorek Wealth Management, LLC | $2,354,808 | $445,058,704 | — | $445,058,704 |
| 132 | Hollow Brook Wealth Management LLC | $2,595,017 | $254,599,853 | $466,814,804 | $721,414,657 |
| 133 | Barrett Asset Management, LLC | $2,691,245 | $2,213,910,935 | $302,403,469 | $2,516,314,404 |
| 134 | Ashford Advisors, LLC | $2,830,084 | $438,983,495 | $200,615,498 | $639,598,993 |
| 135 | Generation Capital Management LLC | $2,933,112 | $97,981,584 | $655,828,109 | $753,809,693 |
| 136 | Inverness Counsel, LLC | $3,068,120 | $3,229,075,162 | $621,415,681 | $3,850,490,843 |
| 137 | Alesco Advisors LLC | $3,221,938 | $4,249,736,239 | — | $4,249,736,239 |
| 138 | Capital Counsel LLC | $3,249,843 | $2,039,115,767 | $8,285,577 | $2,047,401,344 |
| 139 | Wealthspire Advisors LLC | $3,279,407 | $10,758,262,664 | $185,117,107 | $10,943,379,771 |
| 140 | Independent Family Office, LLC | $4,100,701 | $491,737,693 | $346,450 | $492,084,143 |
| 141 | QP Global Family Offices, LLC | $4,282,559 | $4,600,000 | $821,933,928 | $826,533,928 |
| 142 | Southwind Associates Of Nj Inc. | $5,366,102 | $83,794,167 | $189,877,043 | $273,671,210 |
| 143 | Iadvise Partners LLC | $5,473,002 | $100,993,120 | $68,669,940 | $169,663,060 |
| 144 | BBR Partners, LLC | $5,596,730 | $18,071,100,000 | $2,636,800,000 | $20,707,900,000 |
| 145 | Stelac Advisory Services LLC | $5,896,881 | $2,859,810,316 | $312,711,661 | $3,172,521,977 |
| 146 | CORNERSTONE CAPITAL INC. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 147 | Tag Associates LLC | $6,591,510 | $294,600,000 | $8,346,870,000 | $8,641,470,000 |
| 148 | Geller Advisors LLC | $6,667,150 | $4,579,193,896 | $27,806,988 | $4,607,000,884 |
| 149 | Shade Tree Advisors LLC | $8,401,016 | $149,239,517 | $77,587,903 | $226,827,420 |
| 150 | Eagle Bay Advisors LLC | $10,137,383 | $506,869,166 | — | $506,869,166 |
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.
