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
101BCK Partners, Inc.$316,253$154,963,891$154,963,891
102Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
103Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
104Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
105Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
106Merit Financial Partners LLC$391,947$149,723,851$149,723,851
107Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
108ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
109Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
110Paolino, William John$222,156$139,736,325$139,736,325
111Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
112United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
113Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
114Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
115Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
116Durante & Waters, LLC$254,111$127,309,399$127,309,399
117FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
118Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
119Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
120Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
121SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
122Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
123Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
124Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
125BPC Advisors LLC$346,128$111,453,114$111,453,114
126Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
127TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
128Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
129Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
130Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
131Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
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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.