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
101Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
102Avestar Capital, LLC$803,975$703,478,380$703,478,380
103Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
104NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
105Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
106Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
107Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
108Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
109Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
110Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
111Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
112Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
113Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
114Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
115Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
116Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
117Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
118AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
119Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
120Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
121Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
122Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
123Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
124Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
125Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
126Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
127Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
128Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
129Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
130BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
131Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
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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.