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
1Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
2Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
3Schnall Advisory Services, Inc$545,097$106,294,000$106,294,000
4Family Cfo, Llc$657,171$103,199,962$5,233,184$108,433,146
5Long Island Wealth Management, Inc.$182,845$102,088,849$8,715,097$110,803,946
6Amore Ambro, Llc$584,801$36,753,000$81,961,689$118,714,689
7Beacon Financial Advisors$444,475$112,084,203$7,479,525$119,563,728
8Gatemore Capital Management, LLC$416,297$122,603,258$1,036,819$123,640,077
9Ifc Personal Money Managers, Inc.$685,000$137,000,000$137,000,000
10Blue Square Asset Management, Llc$460,526$129,891,106$9,187,787$139,078,893
11Professional Financial$1,535,217$147,380,838$147,380,838
12Fielder Capital Group Llc$1,448,750$74,039,084$73,733,464$147,772,548
13Iadvise Partners$4,071,764$69,514,068$81,141,183$150,655,251
14Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
15Capital Financial Advisors Of New York, Llc$378,641$156,000,000$156,000,000
16Enright, Mollin, Cascio & Ramusevic, Inc.$716,457$191,294,027$191,294,027
17Piermont Wealth Management Inc.$471,679$194,803,271$194,803,271
18Hudson Advisor Services, Inc.$380,564$178,933,818$23,525,978$202,459,796
19Financial Asset Management Corp$373,351$174,584,583$32,251,908$206,836,491
20The Doman Group, LLC$3,403,226$186,000,000$25,000,000$211,000,000
21Crescent Hill Partners Llc$419,831$58,758,206$152,416,682$211,174,888
22Burns Matteson Capital Management, Llc$231,788$221,589,361$221,589,361
23Greystone Wealth Advisors Llc$534,136$220,733,369$10,547,301$231,280,670
24Francis Financial$393,274$204,670,936$34,439,520$239,110,456
25Financial Decisions, Llc$539,975$240,590,049$238,832$240,828,881
26Perennial$2,881,255$235,519,557$9,387,115$244,906,672
27Eagle Bay Advisors Llc$10,022,330$290,647,567$290,647,567
28Sage Capital Management Llc$620,223$230,324,640$68,622,765$298,947,405
29Seneca Financial Advisors Llc$507,551$269,677,658$43,989,094$313,666,752
30Heron Wealth$218,030$182,364,000$131,817,000$314,181,000
31The Spielberger Group$1,768,162$318,685,000$8,425,000$327,110,000
32Source Financial Advisors, LLC$1,154,229$291,645,110$48,852,307$340,497,417
33Wall Street Access Asset Management$642,026$343,483,738$343,483,738
34C.J. Lawrence$1,172,053$377,120,365$8,485,052$385,605,417
35Independent Family Office, Llc$3,559,791$404,630,782$1,185,375$405,816,157
36Shulman Demeo Asset Management, Llc$541,516$388,282,543$50,886,527$439,169,070
37Sicart Associates, Llc$2,305,099$456,409,503$456,409,503
38Financial Partners Capital Management, Llc$860,051$434,373,342$31,774,364$466,147,706
39Ashford Advisors, Llc$1,958,679$352,217,453$131,576,151$483,793,604
40Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
41Cooper/Haims Advisors$448,496$551,201,541$551,201,541
42Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
43Fusion Family Wealth, Llc$535,432$596,246,886$23,783,024$620,029,910
44Sanderson Wealth Management, Llc$463,331$79,669,321$587,063,738$666,733,059
45Yorkbridge Wealth Partners, Llc$940,379$696,630,109$60,375,326$757,005,435
46Kings Point Capital Management Llc$987,671$778,350,647$10,798,816$789,149,463
47Edge Wealth Management, Llc$1,140,763$839,601,672$839,601,672
48Pine Ridge Advisers Llc$71,949,209$863,390,502$863,390,502
49Next Capital Management Llc$832,568$760,765,228$181,701,372$942,466,600
50Tortoise Investment Management, Llc$388,234$938,361,733$14,752,952$953,114,685
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Showing 1 to 50 of 68 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.

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