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
1Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
2Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
3Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
4Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
5BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
6CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
7QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
8Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
9Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
10Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
11AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
12Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
13Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
14Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
15Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
16Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
17NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
18Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
19IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
20Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
21ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
22Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
23Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
24Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
25TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
26Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
27Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
28Sage Capital Management LLC$751,120$252,190,649$82,057,808$334,248,457
29Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
30Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
31Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
32W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
33Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
34Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
35Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
36Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
37SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
38Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
39Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
40Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
41Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
42Seneca Financial Advisors LLC$620,267$435,843,784$60,369,886$496,213,670
43Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
44Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
45Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
46Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
47Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
48Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
49Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
50Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.