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
51Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
52Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
53Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
54American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
55Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
56Piermont Wealth Management Inc.$502,820$227,274,744$227,274,744
57Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
58Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
59Carswell Investments, LLC$528,037$239,729,015$239,729,015
60S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
61Samalin Investment Counsel, LLC$309,880$239,938,764$32,135,894$272,074,658
62Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
63Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
64Sage Capital Management LLC$751,120$252,190,649$82,057,808$334,248,457
65Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
66Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
67Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
68Signalert Asset Management LLC$607,924$268,094,582$268,094,582
69Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
70R.W. Roge & Company, Inc$418,404$283,537,292$15,621,573$299,158,865
71High Probability Advisors, LLC$999,560$288,406,467$28,454,083$316,860,550
72Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
73Greystone Wealth Advisors LLC$651,549$295,802,226$16,941,060$312,743,286
74Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
75Financial Decisions, LLC$620,038$299,380,027$98,161$299,478,188
76Total Management Group, Inc.$533,986$300,967,054$1,803,000$302,770,054
77Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
78Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
79Spielberger & Brooks, Inc.$1,709,228$385,561,985$7,560,356$393,122,341
80Perennial Advisors, LLC$1,114,271$390,558,227$3,893,545$394,451,772
81SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
82Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
83Oxler Private Wealth LLC$1,894,320$414,153,988$2,596,384$416,750,372
84Seneca Financial Advisors LLC$620,267$435,843,784$60,369,886$496,213,670
85Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
86McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
87Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
88Weber Asset Management, Inc.$687,213$445,314,132$445,314,132
89Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
90Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
91Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
92Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
93Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
94Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
95Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
96Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
97Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
98James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
99Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
100W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
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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 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.