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

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.