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
    1YORKBRIDGE WEALTH PARTNERS, LLC$1,036,601$1,083,670,141$70,067,191$1,153,737,332
    2WISE WEALTH MANAGEMENT, LLC$454,359$114,222,962$275,535$114,498,497
    3WINTHROP PARTNERS - WNY, LLC$587,456$149,238,516$2,912,544$152,151,060
    4WHITNEY & COMPANY$663,750$872,856,646$5,284,560$878,141,206
    5WEBER ASSET MANAGEMENT, INC.$761,067$534,269,297$534,269,297
    6WEALTHSTREAM ADVISORS, INC.$667,242$1,156,997,266$1,156,997,266
    7WEALTHSPIRE ADVISORS$3,122,799$14,027,191,596$293,963,940$14,321,155,536
    8UNITED FINANCIAL PLANNING GROUP LLC$338,505$172,431,995$4,605,881$177,037,876
    9TWO POINT CAPITAL MANAGEMENT, INC.$2,786,920$256,396,647$256,396,647
    10TORTOISE INVESTMENT MANAGEMENT, LLC$559,640$1,334,136,352$12,916,465$1,347,052,817
    11TIEDEMANN ADVISORS, LLC$45,200,886$22,139,706,109$4,438,414,838$26,578,120,947
    12TAG ASSOCIATES LLC$6,424,628$313,310,000$9,182,290,000$9,495,600,000
    13STELAC ADVISORY SERVICES LLC$6,394,392$2,365,283,216$281,995,083$2,647,278,299
    14SPIELBERGER & BROOKS, INC.$1,599,965$369,729,902$7,861,896$377,591,798
    15SOURCE FINANCIAL ADVISORS, LLC$1,418,370$478,449,065$81,807,076$560,256,141
    16SOCHA FINANCIAL GROUP, LLC$494,978$357,374,320$357,374,320
    17SILVERCREST ASSET MANAGEMENT GROUP LLC$25,151,501$25,073,274,725$7,246,404,129$32,319,678,854
    18SICART ASSOCIATES, LLC$2,013,453$523,497,849$523,497,849
    19SHULMAN DEMEO ASSET MANAGEMENT, LLC$792,833$590,438,843$77,126,221$667,565,064
    20SHIKIAR ASSET MANAGEMENT INC$2,511,111$512,000,000$53,000,000$565,000,000
    21SHADE TREE ADVISORS LLC$5,931,493$272,848,683$272,848,683
    22SEVEN BRIDGES ADVISORS LLC$41,858,347$2,201,144,724$4,370,615,787$6,571,760,511
    23SENECA FINANCIAL ADVISORS LLC$667,848$503,823,729$75,868,410$579,692,139
    24SARATOGA WEALTH ADVISORS, LLC$403,443$116,082,230$512,747$116,594,977
    25SANDERSON WEALTH MANAGEMENT, LLC$810,802$121,145,689$874,519,002$995,664,691
    26SAMALIN WEALTH$330,444$284,269,659$41,217,960$325,487,619
    27SAGE INVESTMENT ADVISERS LLC$319,329$152,000,840$152,000,840
    28SAFRAN WEALTH ADVISORS, LLC$1,384,059$131,136,094$10,037,954$141,174,048
    29S.E.E.D. PLANNING GROUP, LLC$298,297$329,916,002$329,916,002
    30ROCKBRIDGE INVESTMENT MANAGEMENT, LLC$418,987$1,495,206,893$75,994,331$1,571,201,224
    31R.W. ROGE & COMPANY, INC$471,479$325,230,114$17,535,078$342,765,192
    32PROFESSIONAL FINANCIAL$456,461$182,389,518$21,191,944$203,581,462
    33PINNACLE ASSOCIATES, LTD.$1,509,196$7,746,705,571$7,746,705,571
    34PINE RIDGE ADVISERS LLC$116,301,668$2,674,938,353$2,674,938,353
    35PIERMONT WEALTH MANAGEMENT INC.$560,668$235,480,560$235,480,560
    36PERENNIAL$908,326$485,306,310$5,189,689$490,495,999
    37PELKONEN AND ASSOCIATES LLC$230,077$185,065,722$8,658,918$193,724,640
    38PAYNE CAPITAL MANAGEMENT, LLC$269,063$300,210,088$743,485,559$1,043,695,647
    39PAOLINO, WILLIAM$257,635$169,008,747$169,008,747
    40OXLER PRIVATE WEALTH$1,749,696$455,214,306$3,205,956$458,420,262
    41OGOREK WEALTH MANAGEMENT, LLC$2,707,953$487,431,467$487,431,467
    42NORTHCAPE WEALTH MANAGEMENT$395,997$500,946,597$17,413,378$518,359,975
    43MILLER, GESKO & COMPANY INC.$680,069$135,086,606$30,850,177$165,936,783
    44MILESTONES PRIVATE INVESTMENT ADVISORS LLC$268,889$86,712,264$80,805,397$167,517,661
    45MERIT FINANCIAL PARTNERS LLC$473,140$203,923,433$203,923,433
    46MCCOLLUM CHRISTOFERSON GROUP, LLC$695,491$509,795,227$509,795,227
    47MATRIX ASSET ADVISORS INC$1,769,456$994,434,097$994,434,097
    48MARATHON WEALTH MANAGEMENT, INC.$525,114$115,000,000$115,000,000
    49MARATHON MISSION$238,557$106,635,049$106,635,049
    50MAGNUS FINANCIAL GROUP LLC$442,705$1,129,782,370$1,129,782,370
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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.