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
51Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
52Carswell Investments, LLC$528,037$239,729,015$239,729,015
53S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
54Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
55Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
56Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
57Signalert Asset Management LLC$607,924$268,094,582$268,094,582
58Samalin Investment Counsel, LLC$309,880$239,938,764$32,135,894$272,074,658
59Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
60Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
61Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
62R.W. Roge & Company, Inc$418,404$283,537,292$15,621,573$299,158,865
63Financial Decisions, LLC$620,038$299,380,027$98,161$299,478,188
64Total Management Group, Inc.$533,986$300,967,054$1,803,000$302,770,054
65Greystone Wealth Advisors LLC$651,549$295,802,226$16,941,060$312,743,286
66High Probability Advisors, LLC$999,560$288,406,467$28,454,083$316,860,550
67Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
68Sage Capital Management LLC$751,120$252,190,649$82,057,808$334,248,457
69Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
70Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
71Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
72Spielberger & Brooks, Inc.$1,709,228$385,561,985$7,560,356$393,122,341
73Perennial Advisors, LLC$1,114,271$390,558,227$3,893,545$394,451,772
74Oxler Private Wealth LLC$1,894,320$414,153,988$2,596,384$416,750,372
75McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
76Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
77Weber Asset Management, Inc.$687,213$445,314,132$445,314,132
78SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
79Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
80Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
81Seneca Financial Advisors LLC$620,267$435,843,784$60,369,886$496,213,670
82Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
83Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
84Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
85Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
86Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
87Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
88Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
89James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
90Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
91Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
92Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
93Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
94W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
95Avestar Capital, LLC$803,975$703,478,380$703,478,380
96Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
97Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
98Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
99QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
100Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
« Previous PageNext Page »

Showing 51 to 100 of 131 entries

Page 1 | 2 | 3

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.