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
101Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
102Carswell Investments, LLC$528,037$239,729,015$239,729,015
103Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
104Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
105Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
106Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
107Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
108Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
109Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
110BPC Advisors LLC$346,128$111,453,114$111,453,114
111Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
112Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
113Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
114Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
115Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
116BCK Partners, Inc.$316,253$154,963,891$154,963,891
117BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
118Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
119Avestar Capital, LLC$803,975$703,478,380$703,478,380
120Ashford Advisors, LLC$2,830,084$438,983,495$200,615,498$639,598,993
121Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
122Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
123Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
124Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
125Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
126Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
127Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
128American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
129Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
130AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
131ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
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Showing 101 to 131 of 131 entries

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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.