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
1Bck Partners, Inc.$252,094$100,585,356$100,585,356
2Downtown Investment Advisory$1,768,867$106,132,000$106,132,000
3Winthrop Partners - Wny, Llc$459,118$102,888,377$4,086,211$106,974,588
4Adc Wealth Management, Llc$465,503$110,789,665$110,789,665
5Paolino, William$187,809$113,436,400$113,436,400
6Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
7Milestones Private Investment Advisors Llc$225,489$80,115,834$45,932,365$126,048,199
8Arista Wealth Advisors, Ltd$276,131$137,633,320$155,919$137,789,239
9Arcadia Wealth Management$218,971$140,141,498$140,141,498
10Colley Asset Management, Inc.$314,740$123,045,997$17,642,775$140,688,772
11Otto & Associates, Inc.$275,886$141,253,778$141,253,778
12American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
13Samalin Investment Counsel, Llc$301,851$137,849,135$26,961,562$164,810,697
14Carswell Investments, Llc$503,931$139,328,026$55,693,461$195,021,487
15Heller Wealth Management$417,969$207,000,000$7,000,000$214,000,000
16Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
17R.W. Roge & Company, Inc$834,077$223,706,543$9,834,975$233,541,518
18Candace Shira Associates, Llc$274,557$257,324,430$5,152,188$262,476,618
19Mccollum Christoferson Group, Llc$393,101$291,681,170$291,681,170
20Weber Asset Management, Inc.$503,547$328,312,956$328,312,956
21Ogorek Wealth Management, Llc$616,840$357,767,112$357,767,112
22Cornell Pochily Investment Advisors, Inc.$328,983$305,381,166$67,685,450$373,066,616
23Level Financial Advisors, Inc.$243,900$404,142,837$404,142,837
24Frisch Financial Group, Inc.$326,748$373,659,234$35,429,291$409,088,525
25Brite Advisors Usa, Inc.$465,734$417,763,061$417,763,061
26Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
27King Wealth Management Group, Llc$307,669$429,661,784$9,381,432$439,043,216
28Ascent Wealth Partners, Llc$404,291$521,007,523$20,742,749$541,750,272
29Payne Capital Management, Llc$185,284$212,300,664$426,187,876$638,488,540
30Clear Harbor Asset Management, Llc$643,276$642,429,598$1,489,177$643,918,775
31Rockbridge Investment Management, Llc$247,341$656,466,363$51,918,527$708,384,890
32Hudson Valley Investment Advisors, Inc.$512,799$595,621,262$150,500,986$746,122,248
33Forte Capital Llc$404,967$758,111,922$39,672,725$797,784,647
34Aj Wealth$1,302,391$708,000,000$218,000,000$926,000,000
35Atlas Private Wealth Management, LLC$278,299$944,548,272$944,548,272
36Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
37Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
38Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
39Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
40Cobblestone Capital Advisors, Llc$755,105$1,593,123,339$156,455,606$1,749,578,945
41Seven Bridges Advisors Llc$40,547,286$2,223,312,324$2,845,098,421$5,068,410,745
42Bbr Partners, Llc$4,328,665$13,748,600,000$2,137,600,000$15,886,200,000

Showing 1 to 42 of 42 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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.