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
1Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
2Merit Financial Partners LLC$391,947$149,723,851$149,723,851
3Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
4American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
5Durante & Waters, LLC$254,111$127,309,399$127,309,399
6Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
7Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
8Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
9Otto & Associates, Inc.$332,461$187,507,950$187,507,950
10Paolino, William John$222,156$139,736,325$139,736,325
11Weber Asset Management, Inc.$687,213$445,314,132$445,314,132
12Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
13Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
14McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
15Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
16Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
17S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
18Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
19James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
20Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
21SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
22Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
23Carswell Investments, LLC$528,037$239,729,015$239,729,015
24Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
25Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
26Signalert Asset Management LLC$607,924$268,094,582$268,094,582
27Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
28Goalvest Advisory LLC$140,008$170,810,107$170,810,107
29Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
30Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
31Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
32Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
33BPC Advisors LLC$346,128$111,453,114$111,453,114
34Piermont Wealth Management Inc.$502,820$227,274,744$227,274,744
35Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
36Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
37Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
38Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
39Avestar Capital, LLC$803,975$703,478,380$703,478,380
40BCK Partners, Inc.$316,253$154,963,891$154,963,891
41Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
42Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
43Financial Decisions, LLC$620,038$299,380,027$98,161$299,478,188
44Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
45Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
46Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
47Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
48Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
49Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
50Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
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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.