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 |
|---|---|---|---|---|---|
| 1 | TAG ASSOCIATES LLC | $6,424,628 | $313,310,000 | $9,182,290,000 | $9,495,600,000 |
| 2 | SEVEN BRIDGES ADVISORS LLC | $41,858,347 | $2,201,144,724 | $4,370,615,787 | $6,571,760,511 |
| 3 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | $2,413,850 | — | $1,648,659,367 | $1,648,659,367 |
| 4 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 5 | INVERNESS COUNSEL, LLC | $4,309,500 | $3,839,486,022 | $629,465,700 | $4,468,951,722 |
| 6 | BEEKMAN WEALTH ADVISORY, LLC | $84,085,714 | — | $588,600,000 | $588,600,000 |
| 7 | IFC PERSONAL MONEY MANAGERS, INC. | $600,000 | — | $240,000,000 | $240,000,000 |
| 8 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | $636,863 | — | $200,611,899 | $200,611,899 |
| 9 | ARTEMIS WEALTH ADVISORS, LLC | $92,685,283 | $1,753,378,680 | $193,012,263 | $1,946,390,943 |
| 10 | ASHFORD ADVISORS, LLC | $3,364,588 | $583,621,587 | $176,775,397 | $760,396,984 |
| 11 | HERON WEALTH | $302,751 | $321,134,708 | $133,596,688 | $454,731,396 |
| 12 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 13 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 14 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 15 | LANDMARK WEALTH MANAGEMENT | $1,785,108 | $346,723,100 | $72,777,300 | $419,500,400 |
| 16 | BLUE SQUARE ASSET MANAGEMENT, LLC | $605,652 | $224,877,587 | $66,440,856 | $291,318,443 |
| 17 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
| 18 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,892,801 | $668,284,527 | $58,550,873 | $726,835,400 |
| 19 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 20 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 21 | HUDSON ADVISOR SERVICES, INC. | $499,834 | $234,207,417 | $44,699,894 | $278,907,311 |
| 22 | LONG RUN WEALTH ADVISORS, LLC | $224,761 | $337,558,030 | $44,085,692 | $381,643,722 |
| 23 | MILLER, GESKO & COMPANY INC. | $680,069 | $135,086,606 | $30,850,177 | $165,936,783 |
| 24 | FIFTH SET PRIVATE WEALTH MANAGEMENT LLC | $508,739 | $111,132,418 | $28,262,102 | $139,394,520 |
| 25 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 26 | ALTFEST PERSONAL WEALTH MANAGEMENT | $484,505 | $1,527,955,353 | $27,305,515 | $1,555,260,868 |
| 27 | HUDSON COMPANIES | $352,477 | $100,190,827 | $23,176,053 | $123,366,880 |
| 28 | FLOWER CITY CAPITAL LLC | $379,408 | $174,473,221 | $22,060,084 | $196,533,305 |
| 29 | PROFESSIONAL FINANCIAL | $456,461 | $182,389,518 | $21,191,944 | $203,581,462 |
| 30 | R.W. ROGE & COMPANY, INC | $471,479 | $325,230,114 | $17,535,078 | $342,765,192 |
| 31 | NORTHCAPE WEALTH MANAGEMENT | $395,997 | $500,946,597 | $17,413,378 | $518,359,975 |
| 32 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 33 | CANTY FINANCIAL MANAGEMENT, INC. | $385,381 | $138,149,263 | $14,076,171 | $152,225,434 |
| 34 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 35 | ARISTA ADVISORY GROUP, LLC | $302,998 | $206,079,038 | $10,564,793 | $216,643,831 |
| 36 | PELKONEN AND ASSOCIATES LLC | $230,077 | $185,065,722 | $8,658,918 | $193,724,640 |
| 37 | KEYSTONE GLOBAL PARTNERS LLC | $608,872 | $136,281,762 | $6,803,148 | $143,084,910 |
| 38 | CANDACE SHIRA ASSOCIATES, LLC | $402,572 | $381,847,702 | $6,634,568 | $388,482,270 |
| 39 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 40 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 41 | UNITED FINANCIAL PLANNING GROUP LLC | $338,505 | $172,431,995 | $4,605,881 | $177,037,876 |
| 42 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | $131,708 | $114,611,957 | $4,583,890 | $119,195,847 |
| 43 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | $300,943 | $326,068,170 | $4,066,215 | $330,134,385 |
| 44 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 45 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 46 | OXLER PRIVATE WEALTH | $1,749,696 | $455,214,306 | $3,205,956 | $458,420,262 |
| 47 | WINTHROP PARTNERS - WNY, LLC | $587,456 | $149,238,516 | $2,912,544 | $152,151,060 |
| 48 | FAGAN ASSOCIATES INC | $414,328 | $665,113,565 | $2,368,093 | $667,481,658 |
| 49 | C.J. LAWRENCE | $1,549,891 | $554,496,277 | $1,914,456 | $556,410,733 |
| 50 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
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.
