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 | Yorkbridge Wealth Partners, LLC | $1,029,460 | $925,721,328 | $69,766,502 | $995,487,830 |
| 2 | Wise Wealth Management, LLC | $484,230 | $113,130,152 | $1,148,084 | $114,278,236 |
| 3 | Winthrop Partners - Wny, LLC | $553,617 | $118,545,665 | $2,696,554 | $121,242,219 |
| 4 | Weber Asset Management, Inc. | $687,213 | $445,314,132 | — | $445,314,132 |
| 5 | Wealthstream Advisors, Inc. | $608,155 | $968,790,124 | — | $968,790,124 |
| 6 | Wealthspire Advisors LLC | $3,279,407 | $10,758,262,664 | $185,117,107 | $10,943,379,771 |
| 7 | W.G.Shaheen & Associates,Ltd. | $590,939 | $630,418,456 | $71,617,663 | $702,036,119 |
| 8 | United Financial Planning Group LLC | $400,894 | $134,698,703 | $3,609,751 | $138,308,454 |
| 9 | Two Point Capital Management, Inc. | $1,201,325 | $199,420,004 | — | $199,420,004 |
| 10 | TOUCHSTONE ADVISORY, LLC | $498,547 | — | $106,689,027 | $106,689,027 |
| 11 | Total Management Group, Inc. | $533,986 | $300,967,054 | $1,803,000 | $302,770,054 |
| 12 | Tortoise Investment Management, LLC | $505,904 | $1,152,792,253 | $12,811,065 | $1,165,603,318 |
| 13 | Tiedemann Advisors, LLC | $48,206,804 | $14,005,399,924 | $4,409,599,152 | $18,414,999,076 |
| 14 | THE DAVID J. YVARS GROUP, INC. | $290,704 | $178,953,863 | $61,458,245 | $240,412,108 |
| 15 | Taylor And Taylor Financial Services Usa LLC | $690,474 | — | $100,118,658 | $100,118,658 |
| 16 | Tag Associates LLC | $6,591,510 | $294,600,000 | $8,346,870,000 | $8,641,470,000 |
| 17 | Summit Rock Advisors, Lp | $113,938,334 | $9,650,039,882 | $9,947,353,638 | $19,597,393,520 |
| 18 | Stelac Advisory Services LLC | $5,896,881 | $2,859,810,316 | $312,711,661 | $3,172,521,977 |
| 19 | Spielberger & Brooks, Inc. | $1,709,228 | $385,561,985 | $7,560,356 | $393,122,341 |
| 20 | Southwind Associates Of Nj Inc. | $5,366,102 | $83,794,167 | $189,877,043 | $273,671,210 |
| 21 | SOURCE FINANCIAL ADVISORS, LLC | $1,533,962 | $398,176,690 | $66,613,880 | $464,790,570 |
| 22 | Socha Financial Group, LLC | $423,082 | $304,618,768 | — | $304,618,768 |
| 23 | Silvercrest Asset Management Group LLC | $22,025,802 | $20,649,758,635 | $7,168,829,885 | $27,818,588,520 |
| 24 | Signalert Asset Management LLC | $607,924 | $268,094,582 | — | $268,094,582 |
| 25 | Sicart Associates, LLC | $2,043,069 | $551,628,605 | — | $551,628,605 |
| 26 | Shulman Demeo Asset Management, LLC | $710,709 | $515,306,328 | $66,764,122 | $582,070,450 |
| 27 | Shikiar Asset Management Inc | $2,229,730 | $446,000,000 | $49,000,000 | $495,000,000 |
| 28 | Shade Tree Advisors LLC | $8,401,016 | $149,239,517 | $77,587,903 | $226,827,420 |
| 29 | Seven Bridges Advisors LLC | $42,429,521 | $2,748,960,828 | $3,657,896,854 | $6,406,857,682 |
| 30 | Seneca Financial Advisors LLC | $620,267 | $435,843,784 | $60,369,886 | $496,213,670 |
| 31 | SCHNALL ADVISORY SERVICES, INC | $617,040 | $119,088,788 | — | $119,088,788 |
| 32 | Saratoga Wealth Advisors, LLC | $358,406 | $106,496,951 | $1,024,973 | $107,521,924 |
| 33 | Sanderson Wealth Management, LLC | $740,997 | $110,245,143 | $747,829,536 | $858,074,679 |
| 34 | Samalin Investment Counsel, LLC | $309,880 | $239,938,764 | $32,135,894 | $272,074,658 |
| 35 | Sage Capital Management LLC | $751,120 | $252,190,649 | $82,057,808 | $334,248,457 |
| 36 | Safran Wealth Advisors, LLC | $260,749 | $97,851,844 | $7,229,914 | $105,081,758 |
| 37 | S.E.E.D. Planning Group, LLC | $232,445 | $239,883,391 | — | $239,883,391 |
| 38 | ROOSEVELT INVESTMENTS | $572,661 | $2,538,869,168 | $158,366,293 | $2,697,235,461 |
| 39 | Rockbridge Investment Management, LLC | $319,096 | $965,163,260 | $65,835,873 | $1,030,999,133 |
| 40 | Regal Wealth Management, LLC | $849,662 | $113,957,549 | $746,856 | $114,704,405 |
| 41 | R.W. Roge & Company, Inc | $418,404 | $283,537,292 | $15,621,573 | $299,158,865 |
| 42 | QP Global Family Offices, LLC | $4,282,559 | $4,600,000 | $821,933,928 | $826,533,928 |
| 43 | Professional Financial Strategies, Inc | $415,220 | $157,857,345 | $22,763,281 | $180,620,626 |
| 44 | Pratt Collard Advisory Partners, LLC | $339,098 | $262,122,448 | — | $262,122,448 |
| 45 | Prato Capital Management, Inc. | $293,290 | $152,217,450 | — | $152,217,450 |
| 46 | Pinnacle Associates, Ltd. | $1,446,083 | $6,657,766,030 | — | $6,657,766,030 |
| 47 | Pine Ridge Advisers LLC | $79,198,267 | $1,425,568,811 | — | $1,425,568,811 |
| 48 | Piermont Wealth Management Inc. | $502,820 | $227,274,744 | — | $227,274,744 |
| 49 | Permanens Capital L.P. | $46,001,258 | $2,360,559,062 | $1,365,542,870 | $3,726,101,932 |
| 50 | Perennial Advisors, LLC | $1,114,271 | $390,558,227 | $3,893,545 | $394,451,772 |
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.
