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
1ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
2AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
3Alesco Advisors LLC$3,221,938$4,249,736,239$4,249,736,239
4Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
5American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
6Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
7Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
8Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
9Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
10Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
11Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
12Artemis Wealth Advisors, LLC$114,842,022$1,534,855,407$187,774,925$1,722,630,332
13Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
14Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
15Avestar Capital, LLC$803,975$703,478,380$703,478,380
16Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
17BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
18BCK Partners, Inc.$316,253$154,963,891$154,963,891
19Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
20Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
21Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
22Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
23Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
24BPC Advisors LLC$346,128$111,453,114$111,453,114
25Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
26Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
27BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
28Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
29Burns J W & Co Inc$621,075$709,558,760$24,552,038$734,110,798
30Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
31Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
32Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
33Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
34Capital Financial Services LLC$231,017$106,729,793$106,729,793
35Capstone Investment Financial Group, LLC$284,651$98,513,050$4,245,823$102,758,873
36Carswell Investments, LLC$528,037$239,729,015$239,729,015
37Charles Pratt & Company, L.L.C.$1,219,711$625,185,353$179,824,006$805,009,359
38Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
39Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
40Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
41Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
42Collins Advisors, LLC$555,844$100,283,251$3,103,691$103,386,942
43Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
44Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
45CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
46Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
47Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
48Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
49Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
50Durante & Waters, LLC$254,111$127,309,399$127,309,399
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Showing 1 to 50 of 160 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 Carline Murphy.

*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.