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
51Merit Financial Partners LLC$391,947$149,723,851$149,723,851
52McCollum Christoferson Group, LLC$607,994$443,227,390$443,227,390
53Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
54Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
55Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
56Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
57Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
58Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
59Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
60Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
61James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
62Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
63IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
64Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
65Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
66Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
67Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
68Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
69High Probability Advisors, LLC$999,560$288,406,467$28,454,083$316,860,550
70Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
71Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
72Greystone Wealth Advisors LLC$651,549$295,802,226$16,941,060$312,743,286
73Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
74Goalvest Advisory LLC$140,008$170,810,107$170,810,107
75Global Capital Strategies Ii, LLC$520,612$120,849,402$4,618,138$125,467,540
76Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
77Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
78Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
79Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
80Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
81Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
82Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
83Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
84Financial Decisions, LLC$620,038$299,380,027$98,161$299,478,188
85Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
86FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
87Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
88Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
89Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
90Durante & Waters, LLC$254,111$127,309,399$127,309,399
91Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
92Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
93Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
94Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
95CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
96Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
97Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
98Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
99Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
100Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
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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.