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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1ADC WEALTH MANAGEMENT, LLC$797,781$174,714,000$174,714,000
2ADIRONDACK CAPITAL ADVISORS, LLC$349,172$265,719,615$265,719,615
3ALESCO ADVISORS LLC$3,152,467$4,403,996,823$4,403,996,823
4ALTFEST PERSONAL WEALTH MANAGEMENT$484,505$1,527,955,353$27,305,515$1,555,260,868
5AMERICAN FINANCIAL & TAX STRATEGIES, INC.$393,081$228,380,286$228,380,286
6AMORE AMBRO, LLC$831,144$95,672,577$132,060,984$227,733,561
7ARCADIA WEALTH MANAGEMENT$305,126$241,785,327$3,536,277$245,321,604
8ARISTA ADVISORY GROUP, LLC$302,998$206,079,038$10,564,793$216,643,831
9ARISTA WEALTH ADVISORS, LTD$504,262$292,964,769$11,588$292,976,357
10ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,892,801$668,284,527$58,550,873$726,835,400
11ARMORY CAPITAL MANAGEMENT, LLC$412,216$100,185,590$18,944,965$119,130,555
12ARTEMIS WEALTH ADVISORS, LLC$92,685,283$1,753,378,680$193,012,263$1,946,390,943
13ASCENT WEALTH PARTNERS, LLC$599,807$1,011,411,489$52,045,772$1,063,457,261
14ASHFORD ADVISORS, LLC$3,364,588$583,621,587$176,775,397$760,396,984
15AVESTAR CAPITAL, LLC$859,016$724,797,722$1,071,000$725,868,722
16BARRETT ASSET MANAGEMENT, LLC$3,980,131$2,874,235,704$63,100,765$2,937,336,469
17BBR PARTNERS, LLC$6,491,925$23,602,200,000$2,365,500,000$25,967,700,000
18BCK PARTNERS, INC.$355,978$191,516,171$191,516,171
19BEACON FINANCIAL ADVISORS$569,403$170,734,240$12,613,621$183,347,861
20BEEKMAN WEALTH ADVISORY, LLC$84,085,714$588,600,000$588,600,000
21BLACKTOWER FINANCIAL MANAGEMENT (US) LLC$636,863$200,611,899$200,611,899
22BLUE SPARK CAPITAL ADVISORS$619,225$173,382,911$173,382,911
23BLUE SQUARE ASSET MANAGEMENT, LLC$605,652$224,877,587$66,440,856$291,318,443
24BPC ADVISORS LLC$1,101,170$131,039,283$131,039,283
25BREWSTER FINANCIAL PLANNING LLC$321,310$176,065,178$333,875$176,399,053
26BRIDGEWATER ADVISORS INC.$770,712$1,954,524,604$1,954,524,604
27BROOKLYN FI, LLC$186,964$127,509,298$127,509,298
28BURNS MATTESON CAPITAL MANAGEMENT, LLC$300,943$326,068,170$4,066,215$330,134,385
29C.J. LAWRENCE$1,549,891$554,496,277$1,914,456$556,410,733
30CANDACE SHIRA ASSOCIATES, LLC$402,572$381,847,702$6,634,568$388,482,270
31CANTY FINANCIAL MANAGEMENT, INC.$385,381$138,149,263$14,076,171$152,225,434
32CAPITAL COUNSEL LLC$4,023,055$2,579,122,629$7,702,047$2,586,824,676
33CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC$412,556$184,000,000$184,000,000
34CAPITAL FINANCIAL SERVICES LLC$263,645$127,604,183$127,604,183
35CAPSTONE INVESTMENT FINANCIAL GROUP, LLC$131,708$114,611,957$4,583,890$119,195,847
36CARSWELL INVESTMENTS, LLC$501,932$246,950,449$246,950,449
37CHARLES PRATT & COMPANY, L.L.C.$1,374,689$777,530,438$117,392,079$894,922,517
38CHERRYDALE WEALTH MANAGEMENT, LLC$1,041,043$253,061,238$953,139$254,014,377
39CITRIN COOPERMAN WEALTH MANAGEMENT, LLC$2,413,850$1,648,659,367$1,648,659,367
40CLEAR POINT ADVISORS, INC.$403,711$226,077,883$226,077,883
41COBBLESTONE CAPITAL ADVISORS, LLC$975,663$2,621,772,328$60,324,573$2,682,096,901
42COLLEY ASSET MANAGEMENT, INC.$448,177$196,749,914$196,749,914
43CONTINUUM WEALTH ADVISORS, LLC$275,828$177,502,000$5,648,000$183,150,000
44CORNELL POCHILY INVESTMENT ADVISORS, INC.$469,490$502,353,828$502,353,828
45COVE PRIVATE WEALTH, LLC$9,938,607$109,324,677$109,324,677
46CRESCENT HILL PARTNERS LLC$594,661$108,412,992$187,728,089$296,141,081
47DEL-SETTE CAPITAL MANAGEMENT, LLC$236,107$147,094,691$147,094,691
48EAGLE BAY ADVISORS LLC$867,700$806,093,560$806,093,560
49EAST END ADVISORS, LLC$192,238,303$1,191,330,576$5,729,248,327$6,920,578,903
50EDGE WEALTH MANAGEMENT, LLC$1,627,215$846,151,721$846,151,721
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Showing 1 to 50 of 148 entries

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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.