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
    51ELLEVEST$10,526$1,434,750,897$1,434,750,897
    52ESTABROOK CAPITAL MANAGEMENT LLC$1,035,746$889,706,058$889,706,058
    53EXCOMP ASSET MANAGEMENT LTD$368,809$142,360,199$142,360,199
    54FAGAN ASSOCIATES INC$414,328$665,113,565$2,368,093$667,481,658
    55FAMILY CFO, LLC$1,154,703$190,914,451$7,694,526$198,608,977
    56FIFTH SET PRIVATE WEALTH MANAGEMENT LLC$508,739$111,132,418$28,262,102$139,394,520
    57FINANCIAL ASSET MANAGEMENT CORP$464,906$287,741,553$48,850,106$336,591,659
    58FINANCIAL DECISIONS, LLC$666,929$325,405,066$56,177$325,461,243
    59FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$1,078,143$649,210,410$92,551,857$741,762,267
    60FLORIAN FINANCIAL GROUP LLC$196,969$142,802,713$142,802,713
    61FLOWER CITY CAPITAL LLC$379,408$174,473,221$22,060,084$196,533,305
    62FORTE CAPITAL LLC$629,030$1,363,629,633$85,654,358$1,449,283,991
    63FORTERIS WEALTH MANAGEMENT, INC.$366,276$155,084,200$949,500$156,033,700
    64FRANCIS FINANCIAL$566,025$418,248,458$47,590,113$465,838,571
    65FREEDOM FAMILY OFFICE, LLC$1,034,790$110,722,483$110,722,483
    66FRISCH FINANCIAL GROUP, INC.$461,945$629,804,749$30,776,277$660,581,026
    67FUSION FAMILY WEALTH, LLC$813,025$894,882,035$17,332,067$912,214,102
    68GELLER ADVISORS LLC$7,476,726$4,817,558,415$19,883,251$4,837,441,666
    69GENERATION CAPITAL MANAGEMENT LLC$3,055,243$111,350,662$741,062,232$852,412,894
    70GOALVEST ADVISORY LLC$458,463$252,154,542$252,154,542
    71GODFREY FINANCIAL ASSOCIATES, INC.$181,670$101,553,523$101,553,523
    72GOLDEN BAY ADVISORS LLC$611,951$133,663,150$15,040,906$148,704,056
    73GRIFFIN ASSET MANAGEMENT, LLC$1,430,136$934,967,182$10,352,885$945,320,067
    74HELLER WEALTH MANAGEMENT$572,265$320,342,001$3,559,852$323,901,853
    75HERON WEALTH$302,751$321,134,708$133,596,688$454,731,396
    76HEYDORN STONE CAPITAL MANAGEMENT LLC$357,284$99,926,910$1,541,612$101,468,522
    77HIGH PROBABILITY ADVISORS, LLC$1,082,142$426,691,529$32,136,810$458,828,339
    78HOLLOW BROOK WEALTH MANAGEMENT LLC$3,130,589$292,526,568$605,952,610$898,479,178
    79HOWE AND RUSLING, INC.$738,502$1,463,642,280$2,283,725$1,465,926,005
    80HUDSON ADVISOR SERVICES, INC.$499,834$234,207,417$44,699,894$278,907,311
    81HUDSON COMPANIES$352,477$100,190,827$23,176,053$123,366,880
    82HUDSON VALLEY INVESTMENT ADVISORS, INC.$638,931$748,529,805$251,396,766$999,926,571
    83HURLEY CAPITAL, LLC$628,128$120,600,581$120,600,581
    84IFC PERSONAL MONEY MANAGERS, INC.$600,000$240,000,000$240,000,000
    85INDEPENDENT FAMILY OFFICE, LLC$4,098,084$507,864,117$298,346$508,162,463
    86INFINITI WEALTH MANAGEMENT$291,731$155,492,849$155,492,849
    87INVERNESS COUNSEL, LLC$4,309,500$3,839,486,022$629,465,700$4,468,951,722
    88J.J. BURNS & COMPANY$492,503$724,964,726$724,964,726
    89J.W.BURNS & COMPANY, INC.$679,011$801,746,275$28,005,603$829,751,878
    90KEYSTONE GLOBAL PARTNERS LLC$608,872$136,281,762$6,803,148$143,084,910
    91KINGS POINT CAPITAL MANAGEMENT LLC$1,272,371$1,639,471,869$57,870,578$1,697,342,447
    92KORE PRIVATE WEALTH, LLC$877,611$5,121,738,954$5,121,738,954
    93KUTZ AND COMPANY INC.$851,051$100,424,042$100,424,042
    94LANDMARK WEALTH MANAGEMENT$1,785,108$346,723,100$72,777,300$419,500,400
    95LANDMARK WEALTH MANAGEMENT, LLC$391,447$241,522,541$241,522,541
    96LEVEL FINANCIAL ADVISORS, INC.$303,396$545,201,873$545,201,873
    97LONG ISLAND WEALTH MANAGEMENT, INC.$386,203$134,738,135$3,522,542$138,260,677
    98LONG RUN WEALTH ADVISORS, LLC$224,761$337,558,030$44,085,692$381,643,722
    99MAGNUS FINANCIAL GROUP LLC$442,705$1,129,782,370$1,129,782,370
    100MARATHON MISSION$238,557$106,635,049$106,635,049
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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.