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
1Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
2BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
3Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
4Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
5Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
6Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
7Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
8Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
9Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
10Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
11Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
12Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
13Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
14AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
15Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
16Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
17Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
18Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
19Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
20Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
21Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
22Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
23Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
24Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
25Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
26Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
27Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
28NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
29Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
30Avestar Capital, LLC$803,975$703,478,380$703,478,380
31Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
32W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
33Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
34James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
35Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
36Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
37Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
38Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
39Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
40Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
41Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
42Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
43Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
44Weber Asset Management, Inc.$687,213$445,314,132$445,314,132
45Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
46McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
47Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
48Seneca Financial Advisors LLC$620,267$435,843,784$60,369,886$496,213,670
49Oxler Private Wealth LLC$1,894,320$414,153,988$2,596,384$416,750,372
50Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
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Showing 1 to 50 of 131 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 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.