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