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
1IFC PERSONAL MONEY MANAGERS, INC.$745,000$149,000,000$149,000,000
2QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
3TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
4ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
5AMORE AMBRO, LLC$690,786$58,602,348$78,864,081$137,466,429
6CRESCENT HILL PARTNERS LLC$586,315$67,267,422$178,398,577$245,665,999
7IADVISE PARTNERS$4,282,367$71,882,751$90,847,184$162,729,935
8MILESTONES PRIVATE INVESTMENT ADVISORS LLC$248,973$75,543,353$59,648,774$135,192,127
9CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
10FLOWER CITY CAPITAL LLC$317,839$91,933,716$17,084,945$109,018,661
11SAFRAN WEALTH ADVISORS, LLC$252,246$92,080,939$11,339,931$103,420,870
12LONG ISLAND WEALTH MANAGEMENT, INC.$329,545$101,441,704$12,251,205$113,692,909
13UNITED FINANCIAL PLANNING GROUP LLC$281,023$104,259,396$104,259,396
14INFINITI WEALTH MANAGEMENT$214,522$107,260,806$107,260,806
15SANDERSON WEALTH MANAGEMENT, LLC$680,440$108,509,523$671,955,132$780,464,655
16CHERRYDALE WEALTH MANAGEMENT, LLC$460,401$110,956,549$110,956,549
17FORTERIS WEALTH MANAGEMENT, INC.$314,485$112,300,000$600,000$112,900,000
18SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
19MERIT FINANCIAL PARTNERS LLC$409,258$119,503,212$119,503,212
20FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
21WINTHROP PARTNERS - WNY, LLC$514,048$123,708,066$2,747,670$126,455,736
22BEACON FINANCIAL ADVISORS$463,786$124,837,615$10,123,982$134,961,597
23BREWSTER FINANCIAL PLANNING LLC$213,320$126,490,229$221,697$126,711,926
24BCK PARTNERS, INC.$283,223$128,016,983$128,016,983
25COLLEY ASSET MANAGEMENT, INC.$329,621$130,976,072$19,001,430$149,977,502
26PAOLINO, WILLIAM$209,751$131,513,916$131,513,916
27GOLDEN BAY ADVISORS LLC$766,019$135,585,381$135,585,381
28CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC$306,667$138,000,000$138,000,000
29BLUE SPARK CAPITAL ADVISORS$545,755$139,713,327$139,713,327
30BLUE SQUARE ASSET MANAGEMENT, LLC$612,159$148,541,559$27,760,346$176,301,905
31FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
32LANDMARK WEALTH MANAGEMENT, LLC$301,630$155,942,710$155,942,710
33TWO POINT CAPITAL MANAGEMENT, INC.$1,914,509$156,989,715$156,989,715
34PROFESSIONAL FINANCIAL$372,648$162,102,083$162,102,083
35OTTO & ASSOCIATES, INC.$316,010$166,853,519$166,853,519
36AMERICAN FINANCIAL & TAX STRATEGIES, INC.$271,367$171,232,825$171,232,825
37ARISTA WEALTH ADVISORS, LTD$325,192$172,026,597$172,026,597
38SAMALIN INVESTMENT COUNSEL, LLC$307,850$176,829,102$32,816,564$209,645,666
39ARCADIA WEALTH MANAGEMENT$255,840$177,552,824$177,552,824
40CLEAR POINT ADVISORS, INC.$1,135,150$186,164,640$186,164,640
41CARSWELL INVESTMENTS, LLC$426,942$189,562,250$189,562,250
42HIGH PROBABILITY ADVISORS, LLC$957,879$200,004,571$4,981,519$204,986,090
43HUDSON ADVISOR SERVICES, INC.$423,313$205,791,404$26,607,357$232,398,761
44FINANCIAL ASSET MANAGEMENT CORP$363,237$207,516,459$39,121,489$246,637,948
45PAYNE CAPITAL MANAGEMENT, LLC$224,005$211,942,894$612,173,119$824,116,013
46HELLER WEALTH MANAGEMENT$476,744$215,000,000$31,000,000$246,000,000
47PIERMONT WEALTH MANAGEMENT INC.$473,744$220,290,782$220,290,782
48HERON WEALTH$300,312$223,733,264$118,622,692$342,355,956
49LANDMARK WEALTH MANAGEMENT$1,422,018$255,200,000$54,800,000$310,000,000
50SAGE CAPITAL MANAGEMENT LLC$709,153$259,141,177$78,415,566$337,556,743
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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 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.