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
3Adc Wealth Management, Llc$593,107$139,973,229$139,973,229
4Amore Ambro, Llc$690,786$58,602,348$78,864,081$137,466,429
5Crescent Hill Partners Llc$586,315$67,267,422$178,398,577$245,665,999
6Iadvise Partners$4,282,367$71,882,751$90,847,184$162,729,935
7Milestones Private Investment Advisors Llc$248,973$75,543,353$59,648,774$135,192,127
8Cornerstone Capital Inc.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
9Keystone Global Partners Llc$588,591$85,100,000$2,600,000$87,700,000
10Safran Wealth Advisors, Llc$252,246$92,080,939$11,339,931$103,420,870
11Long Island Wealth Management, Inc.$329,545$101,441,704$12,251,205$113,692,909
12United Financial Planning Group Llc$281,023$104,259,396$104,259,396
13Infiniti Wealth Management$214,522$107,260,806$107,260,806
14Sanderson Wealth Management, Llc$680,440$108,509,523$671,955,132$780,464,655
15Cherrydale Wealth Management, Llc$460,401$110,956,549$110,956,549
16Forteris Wealth Management, Inc.$314,485$112,300,000$600,000$112,900,000
17Family Cfo, Llc$782,509$120,717,207$6,049,310$126,766,517
18Winthrop Partners - Wny, Llc$514,048$123,708,066$2,747,670$126,455,736
19Beacon Financial Advisors$463,786$124,837,615$10,123,982$134,961,597
20Brewster Financial Planning Llc$213,320$126,490,229$221,697$126,711,926
21Bck Partners, Inc.$283,223$128,016,983$128,016,983
22Colley Asset Management, Inc.$329,621$130,976,072$19,001,430$149,977,502
23Paolino, William$209,751$131,513,916$131,513,916
24Golden Bay Advisors Llc$766,019$135,585,381$135,585,381
25Capital Financial Advisors Of New York, Llc$306,667$138,000,000$138,000,000
26Blue Spark Capital Advisors$545,755$139,713,327$139,713,327
27Downtown Investment Advisory$972,263$146,811,754$146,811,754
28Blue Square Asset Management, Llc$612,159$148,541,559$27,760,346$176,301,905
29Fielder Capital Group Llc$1,206,037$150,557,286$49,644,791$200,202,077
30Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
31Landmark Wealth Management, Llc$301,630$155,942,710$155,942,710
32Two Point Capital Management, Inc.$1,914,509$156,989,715$156,989,715
33Professional Financial$372,648$162,102,083$162,102,083
34Otto & Associates, Inc.$316,010$166,853,519$166,853,519
35American Financial & Tax Strategies, Inc.$271,367$171,232,825$171,232,825
36Arista Wealth Advisors, Ltd$325,192$172,026,597$172,026,597
37Samalin Investment Counsel, Llc$307,850$176,829,102$32,816,564$209,645,666
38High Probability Advisors, Llc$957,879$200,004,571$4,981,519$204,986,090
39Financial Asset Management Corp$363,237$207,516,459$39,121,489$246,637,948
40Payne Capital Management, Llc$224,005$211,942,894$612,173,119$824,116,013
41Heller Wealth Management$476,744$215,000,000$31,000,000$246,000,000
42Piermont Wealth Management Inc.$473,744$220,290,782$220,290,782
43Heron Wealth$300,312$223,733,264$118,622,692$342,355,956
44The Doman Group, Llc$3,347,080$229,462,765$28,262,369$257,725,134
45Landmark Wealth Management$1,422,018$255,200,000$54,800,000$310,000,000
46Sage Capital Management Llc$709,153$259,141,177$78,415,566$337,556,743
47Burns Matteson Capital Management, Llc$282,163$266,361,529$266,361,529
48Francis Financial$456,228$269,596,970$36,988,341$306,585,311
49Greystone Wealth Advisors Llc$649,721$272,876,975$15,598,936$288,475,911
50Greystone Wealth Advisors Llc$649,721$272,876,975$15,598,936$288,475,911
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Showing 1 to 50 of 111 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.