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
101Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
102Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
103Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
104Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
105Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
106NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
107Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
108Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
109Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
110CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
111Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
112Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
113Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
114Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
115Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
116Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
117Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
118Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
119AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
120Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
121Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
122Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
123Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
124Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
125Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
126Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
127Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
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.