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
51Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
52East End Advisors, LLC$174,922,143$1,060,734,675$5,236,462,469$6,297,197,144
53Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
54Ellevest, Inc.$9,117$1,005,597,453$1,005,597,453
55Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
56Excomp Asset Management Ltd$315,654$122,473,740$122,473,740
57Fagan Associates Inc$366,691$554,047,847$1,121,865$555,169,712
58FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
59Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
60Financial Decisions, LLC$620,038$299,380,027$98,161$299,478,188
61Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
62Florian Financial Group LLC$187,805$118,129,288$118,129,288
63Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
64Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
65Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
66Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
67Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
68Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
69Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
70Generation Capital Management LLC$2,933,112$97,981,584$655,828,109$753,809,693
71Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
72Goalvest Advisory LLC$140,008$170,810,107$170,810,107
73Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
74GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
75Greystone Wealth Advisors LLC$651,549$295,802,226$16,941,060$312,743,286
76Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
77Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
78HFH Planning Inc.$342,586$147,312,143$147,312,143
79High Probability Advisors, LLC$999,560$288,406,467$28,454,083$316,860,550
80Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
81Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
82Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
83Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
84Hudson Valley Wealth Management, Inc$461,453$114,869,915$2,800,673$117,670,588
85Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
86IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
87Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
88Inverness Counsel, LLC$3,068,120$3,229,075,162$621,415,681$3,850,490,843
89James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
90Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
91Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
92Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
93Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
94Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
95Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
96Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
97Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
98Matrix Asset Advisors Inc$680,056$790,905,683$790,905,683
99McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
100Merit Financial Partners LLC$391,947$149,723,851$149,723,851
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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.