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. | $745,000 | — | $149,000,000 | $149,000,000 |
| 2 | QP GLOBAL FAMILY OFFICES, LLC | $48,143,403 | — | $577,720,838 | $577,720,838 |
| 3 | TOUCHSTONE ADVISORY, LLC | $498,547 | — | $106,689,027 | $106,689,027 |
| 4 | ADC WEALTH MANAGEMENT, LLC | $593,107 | — | $139,973,229 | $139,973,229 |
| 5 | AMORE AMBRO, LLC | $690,786 | $58,602,348 | $78,864,081 | $137,466,429 |
| 6 | CRESCENT HILL PARTNERS LLC | $586,315 | $67,267,422 | $178,398,577 | $245,665,999 |
| 7 | IADVISE PARTNERS | $4,282,367 | $71,882,751 | $90,847,184 | $162,729,935 |
| 8 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $248,973 | $75,543,353 | $59,648,774 | $135,192,127 |
| 9 | CORNERSTONE CAPITAL INC. | $5,901,269 | $80,339,284 | $1,064,506,815 | $1,144,846,099 |
| 10 | FLOWER CITY CAPITAL LLC | $317,839 | $91,933,716 | $17,084,945 | $109,018,661 |
| 11 | SAFRAN WEALTH ADVISORS, LLC | $252,246 | $92,080,939 | $11,339,931 | $103,420,870 |
| 12 | LONG ISLAND WEALTH MANAGEMENT, INC. | $329,545 | $101,441,704 | $12,251,205 | $113,692,909 |
| 13 | UNITED FINANCIAL PLANNING GROUP LLC | $281,023 | $104,259,396 | — | $104,259,396 |
| 14 | INFINITI WEALTH MANAGEMENT | $214,522 | $107,260,806 | — | $107,260,806 |
| 15 | SANDERSON WEALTH MANAGEMENT, LLC | $680,440 | $108,509,523 | $671,955,132 | $780,464,655 |
| 16 | CHERRYDALE WEALTH MANAGEMENT, LLC | $460,401 | $110,956,549 | — | $110,956,549 |
| 17 | FORTERIS WEALTH MANAGEMENT, INC. | $314,485 | $112,300,000 | $600,000 | $112,900,000 |
| 18 | SCHNALL ADVISORY SERVICES, INC | $617,040 | $119,088,788 | — | $119,088,788 |
| 19 | MERIT FINANCIAL PARTNERS LLC | $409,258 | $119,503,212 | — | $119,503,212 |
| 20 | FAMILY CFO, LLC | $782,509 | $120,717,207 | $6,049,310 | $126,766,517 |
| 21 | WINTHROP PARTNERS - WNY, LLC | $514,048 | $123,708,066 | $2,747,670 | $126,455,736 |
| 22 | BEACON FINANCIAL ADVISORS | $463,786 | $124,837,615 | $10,123,982 | $134,961,597 |
| 23 | BREWSTER FINANCIAL PLANNING LLC | $213,320 | $126,490,229 | $221,697 | $126,711,926 |
| 24 | BCK PARTNERS, INC. | $283,223 | $128,016,983 | — | $128,016,983 |
| 25 | COLLEY ASSET MANAGEMENT, INC. | $329,621 | $130,976,072 | $19,001,430 | $149,977,502 |
| 26 | PAOLINO, WILLIAM | $209,751 | $131,513,916 | — | $131,513,916 |
| 27 | GOLDEN BAY ADVISORS LLC | $766,019 | $135,585,381 | — | $135,585,381 |
| 28 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | $306,667 | $138,000,000 | — | $138,000,000 |
| 29 | BLUE SPARK CAPITAL ADVISORS | $545,755 | $139,713,327 | — | $139,713,327 |
| 30 | BLUE SQUARE ASSET MANAGEMENT, LLC | $612,159 | $148,541,559 | $27,760,346 | $176,301,905 |
| 31 | FIELDER CAPITAL GROUP LLC | $1,206,037 | $150,557,286 | $49,644,791 | $200,202,077 |
| 32 | LANDMARK WEALTH MANAGEMENT, LLC | $301,630 | $155,942,710 | — | $155,942,710 |
| 33 | TWO POINT CAPITAL MANAGEMENT, INC. | $1,914,509 | $156,989,715 | — | $156,989,715 |
| 34 | PROFESSIONAL FINANCIAL | $372,648 | $162,102,083 | — | $162,102,083 |
| 35 | OTTO & ASSOCIATES, INC. | $316,010 | $166,853,519 | — | $166,853,519 |
| 36 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | $271,367 | $171,232,825 | — | $171,232,825 |
| 37 | ARISTA WEALTH ADVISORS, LTD | $325,192 | $172,026,597 | — | $172,026,597 |
| 38 | SAMALIN INVESTMENT COUNSEL, LLC | $307,850 | $176,829,102 | $32,816,564 | $209,645,666 |
| 39 | ARCADIA WEALTH MANAGEMENT | $255,840 | $177,552,824 | — | $177,552,824 |
| 40 | CLEAR POINT ADVISORS, INC. | $1,135,150 | $186,164,640 | — | $186,164,640 |
| 41 | CARSWELL INVESTMENTS, LLC | $426,942 | $189,562,250 | — | $189,562,250 |
| 42 | HIGH PROBABILITY ADVISORS, LLC | $957,879 | $200,004,571 | $4,981,519 | $204,986,090 |
| 43 | HUDSON ADVISOR SERVICES, INC. | $423,313 | $205,791,404 | $26,607,357 | $232,398,761 |
| 44 | FINANCIAL ASSET MANAGEMENT CORP | $363,237 | $207,516,459 | $39,121,489 | $246,637,948 |
| 45 | PAYNE CAPITAL MANAGEMENT, LLC | $224,005 | $211,942,894 | $612,173,119 | $824,116,013 |
| 46 | HELLER WEALTH MANAGEMENT | $476,744 | $215,000,000 | $31,000,000 | $246,000,000 |
| 47 | PIERMONT WEALTH MANAGEMENT INC. | $473,744 | $220,290,782 | — | $220,290,782 |
| 48 | HERON WEALTH | $300,312 | $223,733,264 | $118,622,692 | $342,355,956 |
| 49 | LANDMARK WEALTH MANAGEMENT | $1,422,018 | $255,200,000 | $54,800,000 | $310,000,000 |
| 50 | SAGE CAPITAL MANAGEMENT LLC | $709,153 | $259,141,177 | $78,415,566 | $337,556,743 |
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 Data.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
