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 | IFC Personal Money Managers, Inc. | $764,444 | — | $172,000,000 | $172,000,000 |
| 2 | TOUCHSTONE ADVISORY, LLC | $498,547 | — | $106,689,027 | $106,689,027 |
| 3 | ADC Wealth Management, LLC | $623,500 | — | $143,405,000 | $143,405,000 |
| 4 | Blacktower Financial Management (Us) LLC | $568,364 | — | $131,291,982 | $131,291,982 |
| 5 | Taylor And Taylor Financial Services Usa LLC | $690,474 | — | $100,118,658 | $100,118,658 |
| 6 | Beekman Wealth Advisory, LLC | $73,571,429 | — | $515,000,000 | $515,000,000 |
| 7 | QP Global Family Offices, LLC | $4,282,559 | $4,600,000 | $821,933,928 | $826,533,928 |
| 8 | CORNERSTONE CAPITAL INC. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 9 | Milestones Private Investment Advisors LLC | $257,534 | $80,706,961 | $70,208,124 | $150,915,085 |
| 10 | Armory Capital Management, LLC | $389,477 | $82,658,413 | $18,216,111 | $100,874,524 |
| 11 | Amore Ambro, LLC | $651,797 | $87,496,000 | $76,105,164 | $163,601,164 |
| 12 | Crescent Hill Partners LLC | $552,344 | $93,477,086 | $168,334,188 | $261,811,274 |
| 13 | Keystone Global Partners LLC | $482,464 | $97,500,000 | $4,300,000 | $101,800,000 |
| 14 | Safran Wealth Advisors, LLC | $260,749 | $97,851,844 | $7,229,914 | $105,081,758 |
| 15 | Iadvise Partners LLC | $5,473,002 | $100,993,120 | $68,669,940 | $169,663,060 |
| 16 | Saratoga Wealth Advisors, LLC | $358,406 | $106,496,951 | $1,024,973 | $107,521,924 |
| 17 | Long Island Wealth Management, Inc. | $398,072 | $109,835,000 | $23,519,000 | $133,354,000 |
| 18 | Sanderson Wealth Management, LLC | $740,997 | $110,245,143 | $747,829,536 | $858,074,679 |
| 19 | BPC Advisors LLC | $346,128 | $111,453,114 | — | $111,453,114 |
| 20 | Wise Wealth Management, LLC | $484,230 | $113,130,152 | $1,148,084 | $114,278,236 |
| 21 | Regal Wealth Management, LLC | $849,662 | $113,957,549 | $746,856 | $114,704,405 |
| 22 | Del-Sette Capital Management, LLC | $178,570 | $117,677,366 | — | $117,677,366 |
| 23 | Winthrop Partners - Wny, LLC | $553,617 | $118,545,665 | $2,696,554 | $121,242,219 |
| 24 | SCHNALL ADVISORY SERVICES, INC | $617,040 | $119,088,788 | — | $119,088,788 |
| 25 | FAMILY CFO, LLC | $782,509 | $120,717,207 | $6,049,310 | $126,766,517 |
| 26 | Global Capital Strategies Ii, LLC | $520,612 | $120,849,402 | $4,618,138 | $125,467,540 |
| 27 | Canty Financial Management, Inc. | $166,985 | $125,238,389 | — | $125,238,389 |
| 28 | Durante & Waters, LLC | $254,111 | $127,309,399 | — | $127,309,399 |
| 29 | Forteris Wealth Management, Inc. | $339,633 | $128,800,000 | $600,000 | $129,400,000 |
| 30 | United Financial Planning Group LLC | $400,894 | $134,698,703 | $3,609,751 | $138,308,454 |
| 31 | Flower City Capital LLC | $362,112 | $138,559,110 | $20,408,082 | $158,967,192 |
| 32 | Golden Bay Advisors LLC | $792,200 | $139,427,194 | — | $139,427,194 |
| 33 | Paolino, William John | $222,156 | $139,736,325 | — | $139,736,325 |
| 34 | Beacon Financial Advisors, Inc. | $457,852 | $142,071,361 | $10,393,340 | $152,464,701 |
| 35 | Cherrydale Wealth Management, LLC | $544,810 | $142,195,477 | — | $142,195,477 |
| 36 | Continuum Wealth Advisors, LLC | $237,147 | $142,834,000 | $2,300,000 | $145,134,000 |
| 37 | Shade Tree Advisors LLC | $8,401,016 | $149,239,517 | $77,587,903 | $226,827,420 |
| 38 | Merit Financial Partners LLC | $391,947 | $149,723,851 | — | $149,723,851 |
| 39 | Brewster Financial Planning LLC | $286,183 | $150,024,620 | $221,697 | $150,246,317 |
| 40 | Colley Asset Management, Inc. | $349,477 | $151,323,379 | — | $151,323,379 |
| 41 | BCK Partners, Inc. | $316,253 | $154,963,891 | — | $154,963,891 |
| 42 | Blue Spark Capital Advisors LLC | $555,593 | $155,565,977 | — | $155,565,977 |
| 43 | Professional Financial Strategies, Inc | $415,220 | $157,857,345 | $22,763,281 | $180,620,626 |
| 44 | Goalvest Advisory LLC | $140,008 | $170,810,107 | — | $170,810,107 |
| 45 | Capital Financial Advisors Of New York, LLC | $412,736 | $175,000,000 | — | $175,000,000 |
| 46 | Pelkonen And Associates LLC | $220,641 | $176,071,230 | — | $176,071,230 |
| 47 | Landmark Wealth Management, LLC | $341,113 | $176,696,494 | — | $176,696,494 |
| 48 | Arista Advisory Group, LLC | $240,461 | $180,360,194 | $947,451 | $181,307,645 |
| 49 | Otto & Associates, Inc. | $332,461 | $187,507,950 | — | $187,507,950 |
| 50 | Blue Square Asset Management, LLC | $586,425 | $189,037,987 | $62,538,510 | $251,576,497 |
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.
