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
1Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
2Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
3Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
4Weber Asset Management, Inc.$687,213$445,314,132$445,314,132
5Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
6Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
7W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
8United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
9Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
10TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
11Total Management Group, Inc.$533,986$300,967,054$1,803,000$302,770,054
12Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
13Tiedemann Advisors, LLC$48,206,804$14,005,399,924$4,409,599,152$18,414,999,076
14Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
15Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
16Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
17Spielberger & Brooks, Inc.$1,709,228$385,561,985$7,560,356$393,122,341
18SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
19Silvercrest Asset Management Group LLC$22,025,802$20,649,758,635$7,168,829,885$27,818,588,520
20Signalert Asset Management LLC$607,924$268,094,582$268,094,582
21Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
22Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
23Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
24Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
25Seven Bridges Advisors LLC$42,429,521$2,748,960,828$3,657,896,854$6,406,857,682
26Seneca Financial Advisors LLC$620,267$435,843,784$60,369,886$496,213,670
27SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
28Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
29Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
30Samalin Investment Counsel, LLC$309,880$239,938,764$32,135,894$272,074,658
31Sage Capital Management LLC$751,120$252,190,649$82,057,808$334,248,457
32Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
33S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
34Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
35Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
36R.W. Roge & Company, Inc$418,404$283,537,292$15,621,573$299,158,865
37QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
38Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
39Pratt Collard Advisory Partners, LLC$339,098$262,122,448$262,122,448
40Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
41Piermont Wealth Management Inc.$502,820$227,274,744$227,274,744
42Perennial Advisors, LLC$1,114,271$390,558,227$3,893,545$394,451,772
43Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
44Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
45Paolino, William John$222,156$139,736,325$139,736,325
46Oxler Private Wealth LLC$1,894,320$414,153,988$2,596,384$416,750,372
47Otto & Associates, Inc.$332,461$187,507,950$187,507,950
48Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
49NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
50Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
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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.