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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51LONG RUN WEALTH ADVISORS, LLC$224,761$337,558,030$44,085,692$381,643,722
52LONG ISLAND WEALTH MANAGEMENT, INC.$386,203$134,738,135$3,522,542$138,260,677
53LEVEL FINANCIAL ADVISORS, INC.$303,396$545,201,873$545,201,873
54LANDMARK WEALTH MANAGEMENT, LLC$391,447$241,522,541$241,522,541
55LANDMARK WEALTH MANAGEMENT$1,785,108$346,723,100$72,777,300$419,500,400
56KUTZ AND COMPANY INC.$851,051$100,424,042$100,424,042
57KORE PRIVATE WEALTH, LLC$877,611$5,121,738,954$5,121,738,954
58KINGS POINT CAPITAL MANAGEMENT LLC$1,272,371$1,639,471,869$57,870,578$1,697,342,447
59KEYSTONE GLOBAL PARTNERS LLC$608,872$136,281,762$6,803,148$143,084,910
60J.W.BURNS & COMPANY, INC.$679,011$801,746,275$28,005,603$829,751,878
61J.J. BURNS & COMPANY$492,503$724,964,726$724,964,726
62INVERNESS COUNSEL, LLC$4,309,500$3,839,486,022$629,465,700$4,468,951,722
63INFINITI WEALTH MANAGEMENT$291,731$155,492,849$155,492,849
64INDEPENDENT FAMILY OFFICE, LLC$4,098,084$507,864,117$298,346$508,162,463
65IFC PERSONAL MONEY MANAGERS, INC.$600,000$240,000,000$240,000,000
66HURLEY CAPITAL, LLC$628,128$120,600,581$120,600,581
67HUDSON VALLEY INVESTMENT ADVISORS, INC.$638,931$748,529,805$251,396,766$999,926,571
68HUDSON COMPANIES$352,477$100,190,827$23,176,053$123,366,880
69HUDSON ADVISOR SERVICES, INC.$499,834$234,207,417$44,699,894$278,907,311
70HOWE AND RUSLING, INC.$738,502$1,463,642,280$2,283,725$1,465,926,005
71HOLLOW BROOK WEALTH MANAGEMENT LLC$3,130,589$292,526,568$605,952,610$898,479,178
72HIGH PROBABILITY ADVISORS, LLC$1,082,142$426,691,529$32,136,810$458,828,339
73HEYDORN STONE CAPITAL MANAGEMENT LLC$357,284$99,926,910$1,541,612$101,468,522
74HERON WEALTH$302,751$321,134,708$133,596,688$454,731,396
75HELLER WEALTH MANAGEMENT$572,265$320,342,001$3,559,852$323,901,853
76GRIFFIN ASSET MANAGEMENT, LLC$1,430,136$934,967,182$10,352,885$945,320,067
77GOLDEN BAY ADVISORS LLC$611,951$133,663,150$15,040,906$148,704,056
78GODFREY FINANCIAL ASSOCIATES, INC.$181,670$101,553,523$101,553,523
79GOALVEST ADVISORY LLC$458,463$252,154,542$252,154,542
80GENERATION CAPITAL MANAGEMENT LLC$3,055,243$111,350,662$741,062,232$852,412,894
81GELLER ADVISORS LLC$7,476,726$4,817,558,415$19,883,251$4,837,441,666
82FUSION FAMILY WEALTH, LLC$813,025$894,882,035$17,332,067$912,214,102
83FRISCH FINANCIAL GROUP, INC.$461,945$629,804,749$30,776,277$660,581,026
84FREEDOM FAMILY OFFICE, LLC$1,034,790$110,722,483$110,722,483
85FRANCIS FINANCIAL$566,025$418,248,458$47,590,113$465,838,571
86FORTERIS WEALTH MANAGEMENT, INC.$366,276$155,084,200$949,500$156,033,700
87FORTE CAPITAL LLC$629,030$1,363,629,633$85,654,358$1,449,283,991
88FLOWER CITY CAPITAL LLC$379,408$174,473,221$22,060,084$196,533,305
89FLORIAN FINANCIAL GROUP LLC$196,969$142,802,713$142,802,713
90FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$1,078,143$649,210,410$92,551,857$741,762,267
91FINANCIAL DECISIONS, LLC$666,929$325,405,066$56,177$325,461,243
92FINANCIAL ASSET MANAGEMENT CORP$464,906$287,741,553$48,850,106$336,591,659
93FIFTH SET PRIVATE WEALTH MANAGEMENT LLC$508,739$111,132,418$28,262,102$139,394,520
94FAMILY CFO, LLC$1,154,703$190,914,451$7,694,526$198,608,977
95FAGAN ASSOCIATES INC$414,328$665,113,565$2,368,093$667,481,658
96EXCOMP ASSET MANAGEMENT LTD$368,809$142,360,199$142,360,199
97ESTABROOK CAPITAL MANAGEMENT LLC$1,035,746$889,706,058$889,706,058
98ELLEVEST$10,526$1,434,750,897$1,434,750,897
99EDGE WEALTH MANAGEMENT, LLC$1,627,215$846,151,721$846,151,721
100EAST END ADVISORS, LLC$192,238,303$1,191,330,576$5,729,248,327$6,920,578,903
« Previous PageNext Page »

Showing 51 to 100 of 148 entries

Page 1 | 2 | 3

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.