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$593,107$139,973,229$139,973,229
2AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
3ALESCO ADVISORS LLC$2,803,349$3,540,629,605$3,540,629,605
4ALTFEST PERSONAL WEALTH MANAGEMENT$447,279$1,300,000,000$15,000,000$1,315,000,000
5AMERICAN FINANCIAL & TAX STRATEGIES, INC.$271,367$171,232,825$171,232,825
6AMORE AMBRO, LLC$690,786$58,602,348$78,864,081$137,466,429
7ARCADIA WEALTH MANAGEMENT$255,840$177,552,824$177,552,824
8ARISTA ADVISORY GROUP, LLC$201,915$166,770,047$2,838,208$169,608,255
9ARISTA WEALTH ADVISORS, LTD$325,192$172,026,597$172,026,597
10ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,509,958$429,791,771$35,275,264$465,067,035
11ASCENT WEALTH PARTNERS, LLC$563,559$729,479,746$39,778,357$769,258,103
12ASHFORD ADVISORS, LLC$2,315,093$387,054,680$154,677,079$541,731,759
13BARRETT ASSET MANAGEMENT, LLC$2,468,168$1,874,569,093$250,523,842$2,125,092,935
14BBR PARTNERS, LLC$4,968,583$15,627,400,000$2,259,500,000$17,886,900,000
15BCK PARTNERS, INC.$283,223$128,016,983$128,016,983
16BEACON FINANCIAL ADVISORS$463,786$124,837,615$10,123,982$134,961,597
17BLUE SPARK CAPITAL ADVISORS$545,755$139,713,327$139,713,327
18BLUE SQUARE ASSET MANAGEMENT, LLC$612,159$148,541,559$27,760,346$176,301,905
19BREWSTER FINANCIAL PLANNING LLC$213,320$126,490,229$221,697$126,711,926
20BRIDGEWATER ADVISORS INC.$675,755$1,656,274,752$1,656,274,752
21BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
22BURNS MATTESON CAPITAL MANAGEMENT, LLC$282,163$266,361,529$266,361,529
23C.J. LAWRENCE$1,350,561$483,767,691$9,186,982$492,954,673
24CANDACE SHIRA ASSOCIATES, LLC$319,804$304,187,921$4,743,048$308,930,969
25CANTY FINANCIAL MANAGEMENT, INC.$281,797$101,446,824$101,446,824
26CAPITAL COUNSEL LLC$3,080,947$1,822,423,960$7,658,475$1,830,082,435
27CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC$306,667$138,000,000$138,000,000
28CARSWELL INVESTMENTS, LLC$426,942$189,562,250$189,562,250
29CHARLES PRATT & COMPANY, L.L.C.$1,106,109$565,199,158$159,302,391$724,501,549
30CHERRYDALE WEALTH MANAGEMENT, LLC$460,401$110,956,549$110,956,549
31CLEAR POINT ADVISORS, INC.$1,135,150$186,164,640$186,164,640
32COBBLESTONE CAPITAL ADVISORS, LLC$824,202$1,933,035,300$59,885,245$1,992,920,545
33COLLEY ASSET MANAGEMENT, INC.$329,621$130,976,072$19,001,430$149,977,502
34COLLINS ADVISORS, LLC$555,844$100,283,251$3,103,691$103,386,942
35CONTINUUM WEALTH ADVISORS, LLC$240,031$129,424,000$2,353,000$131,777,000
36CORNELL POCHILY INVESTMENT ADVISORS, INC.$417,242$362,025,034$135,327,652$497,352,686
37CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
38CRESCENT HILL PARTNERS LLC$586,315$67,267,422$178,398,577$245,665,999
39EAGLE BAY ADVISORS LLC$12,235,247$403,763,162$403,763,162
40EAST END ADVISORS, LLC$187,834,233$898,706,873$5,111,988,573$6,010,695,446
41EDGE WEALTH MANAGEMENT, LLC$1,148,359$933,616,108$933,616,108
43ESTABROOK CAPITAL MANAGEMENT LLC$863,426$851,337,741$851,337,741
44EXCOMP ASSET MANAGEMENT LTD$315,654$122,473,740$122,473,740
45FAGAN ASSOCIATES INC$323,884$458,832,094$759,712$459,591,806
46FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
47FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
48FINANCIAL ASSET MANAGEMENT CORP$363,237$207,516,459$39,121,489$246,637,948
49FINANCIAL DECISIONS, LLC$605,665$273,529,071$231,720$273,760,791
50FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$919,950$483,036,717$79,972,799$563,009,516
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Showing 1 to 50 of 135 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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.