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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Addison Advisors LLC$341,231$192,693,505$4,538,265$197,231,770
2Copper Leaf Financial, LLC$292,057$116,238,581$116,238,581
3Eley Financial Management, Inc.$233,290$296,744,653$296,744,653
4Farrow Financial Inc$397,884$202,522,797$202,522,797
5Hanson & Doremus Investment Management$500,429$506,465,279$30,494,762$536,960,041
6Hutner Capital Management Inc.$1,612,216$166,058,221$166,058,221
7Intrack Investment Management, Inc.$443,289$202,377,459$205,540$202,582,999
8Manchester Capital Management LLC$2,294,986$3,026,475,470$590,421,700$3,616,897,170
9Maple Capital Management, Inc.$697,915$1,300,818,794$4,981,085$1,305,799,879
10One Day In July LLC$272,349$352,261,943$16,498,191$368,760,134
11Pathway Financial Advisors, LLC$799,276$682,581,344$682,581,344
12Rock Point Advisors, LLC$785,035$446,684,895$446,684,895
13Westview Management LLC$390,485$155,371,387$3,946,501$159,317,888
14Williams Financial, LLC$184,303$121,100,295$9,754,586$130,854,881

Showing 1 to 14 of 14 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.