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 |
|---|---|---|---|---|---|
| 1 | Goalvest Advisory LLC | $140,008 | $170,810,107 | — | $170,810,107 |
| 2 | Canty Financial Management, Inc. | $166,985 | $125,238,389 | — | $125,238,389 |
| 3 | Del-Sette Capital Management, LLC | $178,570 | $117,677,366 | — | $117,677,366 |
| 4 | Long Run Wealth Advisors, LLC | $202,264 | $240,819,032 | $36,080,175 | $276,899,207 |
| 5 | Pelkonen And Associates LLC | $220,641 | $176,071,230 | — | $176,071,230 |
| 6 | Paolino, William John | $222,156 | $139,736,325 | — | $139,736,325 |
| 7 | S.E.E.D. Planning Group, LLC | $232,445 | $239,883,391 | — | $239,883,391 |
| 8 | Continuum Wealth Advisors, LLC | $237,147 | $142,834,000 | $2,300,000 | $145,134,000 |
| 9 | Arista Advisory Group, LLC | $240,461 | $180,360,194 | $947,451 | $181,307,645 |
| 10 | Heron Financial Group, LLC | $241,675 | $240,157,447 | $112,205,256 | $352,362,703 |
| 11 | Payne Capital Management, LLC | $241,755 | $260,662,403 | $621,502,942 | $882,165,345 |
| 12 | Durante & Waters, LLC | $254,111 | $127,309,399 | — | $127,309,399 |
| 13 | Milestones Private Investment Advisors LLC | $257,534 | $80,706,961 | $70,208,124 | $150,915,085 |
| 14 | Safran Wealth Advisors, LLC | $260,749 | $97,851,844 | $7,229,914 | $105,081,758 |
| 15 | Arcadia Wealth Management, Inc. | $274,172 | $194,356,049 | $2,773,518 | $197,129,567 |
| 16 | Brewster Financial Planning LLC | $286,183 | $150,024,620 | $221,697 | $150,246,317 |
| 17 | Burns Matteson Capital Management, LLC | $289,622 | $283,250,218 | — | $283,250,218 |
| 18 | Samalin Investment Counsel, LLC | $309,880 | $239,938,764 | $32,135,894 | $272,074,658 |
| 19 | BCK Partners, Inc. | $316,253 | $154,963,891 | — | $154,963,891 |
| 20 | Rockbridge Investment Management, LLC | $319,096 | $965,163,260 | $65,835,873 | $1,030,999,133 |
| 21 | Otto & Associates, Inc. | $332,461 | $187,507,950 | — | $187,507,950 |
| 22 | Cross Staff Investments Inc. | $334,808 | $321,572,918 | $5,534,974 | $327,107,892 |
| 23 | Pratt Collard Advisory Partners, LLC | $339,098 | $262,122,448 | — | $262,122,448 |
| 24 | Forteris Wealth Management, Inc. | $339,633 | $128,800,000 | $600,000 | $129,400,000 |
| 25 | Landmark Wealth Management, LLC | $341,113 | $176,696,494 | — | $176,696,494 |
| 26 | BPC Advisors LLC | $346,128 | $111,453,114 | — | $111,453,114 |
| 27 | Clear Point Advisors, Inc. | $349,305 | $195,261,631 | — | $195,261,631 |
| 28 | Colley Asset Management, Inc. | $349,477 | $151,323,379 | — | $151,323,379 |
| 29 | Saratoga Wealth Advisors, LLC | $358,406 | $106,496,951 | $1,024,973 | $107,521,924 |
| 30 | Flower City Capital LLC | $362,112 | $138,559,110 | $20,408,082 | $158,967,192 |
| 31 | Financial Asset Management Corp | $375,130 | $234,002,039 | $48,845,843 | $282,847,882 |
| 32 | American Financial & Tax Strategies, Inc. | $384,104 | $200,502,100 | — | $200,502,100 |
| 33 | Armory Capital Management, LLC | $389,477 | $82,658,413 | $18,216,111 | $100,874,524 |
| 34 | Merit Financial Partners LLC | $391,947 | $149,723,851 | — | $149,723,851 |
| 35 | Long Island Wealth Management, Inc. | $398,072 | $109,835,000 | $23,519,000 | $133,354,000 |
| 36 | United Financial Planning Group LLC | $400,894 | $134,698,703 | $3,609,751 | $138,308,454 |
| 37 | Frisch Financial Group, Inc. | $410,860 | $527,044,715 | $37,887,211 | $564,931,926 |
| 38 | Arista Wealth Advisors, Ltd | $411,121 | $229,405,735 | — | $229,405,735 |
| 39 | Capital Financial Advisors Of New York, LLC | $412,736 | $175,000,000 | — | $175,000,000 |
| 40 | Professional Financial Strategies, Inc | $415,220 | $157,857,345 | $22,763,281 | $180,620,626 |
| 41 | R.W. Roge & Company, Inc | $418,404 | $283,537,292 | $15,621,573 | $299,158,865 |
| 42 | Hudson Advisor Services, Inc. | $431,442 | $204,921,092 | $34,529,471 | $239,450,563 |
| 43 | Cornell Pochily Investment Advisors, Inc. | $432,397 | $408,053,971 | $116,876,322 | $524,930,293 |
| 44 | James J. Burns & Company, LLC | $434,651 | $574,608,136 | — | $574,608,136 |
| 45 | Altfest L J & Co Inc | $445,841 | $1,484,687,455 | $15,565,887 | $1,500,253,342 |
| 46 | Beacon Financial Advisors, Inc. | $457,852 | $142,071,361 | $10,393,340 | $152,464,701 |
| 47 | Keystone Global Partners LLC | $482,464 | $97,500,000 | $4,300,000 | $101,800,000 |
| 48 | Wise Wealth Management, LLC | $484,230 | $113,130,152 | $1,148,084 | $114,278,236 |
| 49 | TOUCHSTONE ADVISORY, LLC | $498,547 | — | $106,689,027 | $106,689,027 |
| 50 | Francis Financial, Inc. | $499,470 | $340,308,038 | $40,787,428 | $381,095,466 |
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.
