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 |
|---|---|---|---|---|---|
| 1 | ADC WEALTH MANAGEMENT, LLC | $593,107 | — | $139,973,229 | $139,973,229 |
| 2 | AJ WEALTH | $1,692,922 | $1,209,000,000 | $274,000,000 | $1,483,000,000 |
| 3 | ALESCO ADVISORS LLC | $2,803,349 | $3,540,629,605 | — | $3,540,629,605 |
| 4 | ALTFEST PERSONAL WEALTH MANAGEMENT | $447,279 | $1,300,000,000 | $15,000,000 | $1,315,000,000 |
| 5 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | $271,367 | $171,232,825 | — | $171,232,825 |
| 6 | AMORE AMBRO, LLC | $690,786 | $58,602,348 | $78,864,081 | $137,466,429 |
| 7 | ARCADIA WEALTH MANAGEMENT | $255,840 | $177,552,824 | — | $177,552,824 |
| 8 | ARISTA ADVISORY GROUP, LLC | $201,915 | $166,770,047 | $2,838,208 | $169,608,255 |
| 9 | ARISTA WEALTH ADVISORS, LTD | $325,192 | $172,026,597 | — | $172,026,597 |
| 10 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,509,958 | $429,791,771 | $35,275,264 | $465,067,035 |
| 11 | ASCENT WEALTH PARTNERS, LLC | $563,559 | $729,479,746 | $39,778,357 | $769,258,103 |
| 12 | ASHFORD ADVISORS, LLC | $2,315,093 | $387,054,680 | $154,677,079 | $541,731,759 |
| 13 | BARRETT ASSET MANAGEMENT, LLC | $2,468,168 | $1,874,569,093 | $250,523,842 | $2,125,092,935 |
| 14 | BBR PARTNERS, LLC | $4,968,583 | $15,627,400,000 | $2,259,500,000 | $17,886,900,000 |
| 15 | BCK PARTNERS, INC. | $283,223 | $128,016,983 | — | $128,016,983 |
| 16 | BEACON FINANCIAL ADVISORS | $463,786 | $124,837,615 | $10,123,982 | $134,961,597 |
| 17 | BLUE SPARK CAPITAL ADVISORS | $545,755 | $139,713,327 | — | $139,713,327 |
| 18 | BLUE SQUARE ASSET MANAGEMENT, LLC | $612,159 | $148,541,559 | $27,760,346 | $176,301,905 |
| 19 | BREWSTER FINANCIAL PLANNING LLC | $213,320 | $126,490,229 | $221,697 | $126,711,926 |
| 20 | BRIDGEWATER ADVISORS INC. | $675,755 | $1,656,274,752 | — | $1,656,274,752 |
| 21 | BRITE ADVISORS USA, INC. | $442,744 | — | $384,744,795 | $384,744,795 |
| 22 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | $282,163 | $266,361,529 | — | $266,361,529 |
| 23 | C.J. LAWRENCE | $1,350,561 | $483,767,691 | $9,186,982 | $492,954,673 |
| 24 | CANDACE SHIRA ASSOCIATES, LLC | $319,804 | $304,187,921 | $4,743,048 | $308,930,969 |
| 25 | CANTY FINANCIAL MANAGEMENT, INC. | $281,797 | $101,446,824 | — | $101,446,824 |
| 26 | CAPITAL COUNSEL LLC | $3,080,947 | $1,822,423,960 | $7,658,475 | $1,830,082,435 |
| 27 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | $306,667 | $138,000,000 | — | $138,000,000 |
| 28 | CARSWELL INVESTMENTS, LLC | $426,942 | $189,562,250 | — | $189,562,250 |
| 29 | CHARLES PRATT & COMPANY, L.L.C. | $1,106,109 | $565,199,158 | $159,302,391 | $724,501,549 |
| 30 | CHERRYDALE WEALTH MANAGEMENT, LLC | $460,401 | $110,956,549 | — | $110,956,549 |
| 31 | CLEAR POINT ADVISORS, INC. | $1,135,150 | $186,164,640 | — | $186,164,640 |
| 32 | COBBLESTONE CAPITAL ADVISORS, LLC | $824,202 | $1,933,035,300 | $59,885,245 | $1,992,920,545 |
| 33 | COLLEY ASSET MANAGEMENT, INC. | $329,621 | $130,976,072 | $19,001,430 | $149,977,502 |
| 34 | COLLINS ADVISORS, LLC | $555,844 | $100,283,251 | $3,103,691 | $103,386,942 |
| 35 | CONTINUUM WEALTH ADVISORS, LLC | $240,031 | $129,424,000 | $2,353,000 | $131,777,000 |
| 36 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $417,242 | $362,025,034 | $135,327,652 | $497,352,686 |
| 37 | CORNERSTONE CAPITAL INC. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 38 | CRESCENT HILL PARTNERS LLC | $586,315 | $67,267,422 | $178,398,577 | $245,665,999 |
| 39 | EAGLE BAY ADVISORS LLC | $12,235,247 | $403,763,162 | — | $403,763,162 |
| 40 | EAST END ADVISORS, LLC | $187,834,233 | $898,706,873 | $5,111,988,573 | $6,010,695,446 |
| 41 | EDGE WEALTH MANAGEMENT, LLC | $1,148,359 | $933,616,108 | — | $933,616,108 |
| 42 | ELLEVEST | $12,438 | $634,326,573 | — | $634,326,573 |
| 43 | ESTABROOK CAPITAL MANAGEMENT LLC | $863,426 | $851,337,741 | — | $851,337,741 |
| 44 | EXCOMP ASSET MANAGEMENT LTD | $315,654 | $122,473,740 | — | $122,473,740 |
| 45 | FAGAN ASSOCIATES INC | $323,884 | $458,832,094 | $759,712 | $459,591,806 |
| 46 | FAMILY CFO, LLC | $782,509 | $120,717,207 | $6,049,310 | $126,766,517 |
| 47 | FIELDER CAPITAL GROUP LLC | $1,206,037 | $150,557,286 | $49,644,791 | $200,202,077 |
| 48 | FINANCIAL ASSET MANAGEMENT CORP | $363,237 | $207,516,459 | $39,121,489 | $246,637,948 |
| 49 | FINANCIAL DECISIONS, LLC | $605,665 | $273,529,071 | $231,720 | $273,760,791 |
| 50 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $919,950 | $483,036,717 | $79,972,799 | $563,009,516 |
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.
