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
51Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
52Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
53Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
54Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
55Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
56Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
57Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
58Goalvest Advisory LLC$140,008$170,810,107$170,810,107
59Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
60Greystone Wealth Advisors LLC$651,549$295,802,226$16,941,060$312,743,286
61Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
62Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
63High Probability Advisors, LLC$999,560$288,406,467$28,454,083$316,860,550
64Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
65Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
66Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
67Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
68Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
69IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
70Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
71James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
72Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
73Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
74Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
75Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
76Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
77Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
78Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
79Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
80McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
81Merit Financial Partners LLC$391,947$149,723,851$149,723,851
82Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
83NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
84Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
85Otto & Associates, Inc.$332,461$187,507,950$187,507,950
86Oxler Private Wealth LLC$1,894,320$414,153,988$2,596,384$416,750,372
87Paolino, William John$222,156$139,736,325$139,736,325
88Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
89Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
90Perennial Advisors, LLC$1,114,271$390,558,227$3,893,545$394,451,772
91Piermont Wealth Management Inc.$502,820$227,274,744$227,274,744
92Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
93Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
94Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
95QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
96R.W. Roge & Company, Inc$418,404$283,537,292$15,621,573$299,158,865
97Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
98Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
99S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
100Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
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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.