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 |
|---|---|---|---|---|---|
| 51 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 52 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 53 | R.W. ROGE & COMPANY, INC | $471,479 | $325,230,114 | $17,535,078 | $342,765,192 |
| 54 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
| 55 | ALTFEST PERSONAL WEALTH MANAGEMENT | $484,505 | $1,527,955,353 | $27,305,515 | $1,555,260,868 |
| 56 | J.J. BURNS & COMPANY | $492,503 | $724,964,726 | — | $724,964,726 |
| 57 | SOCHA FINANCIAL GROUP, LLC | $494,978 | $357,374,320 | — | $357,374,320 |
| 58 | HUDSON ADVISOR SERVICES, INC. | $499,834 | $234,207,417 | $44,699,894 | $278,907,311 |
| 59 | CARSWELL INVESTMENTS, LLC | $501,932 | $246,950,449 | — | $246,950,449 |
| 60 | ARISTA WEALTH ADVISORS, LTD | $504,262 | $292,964,769 | $11,588 | $292,976,357 |
| 61 | FIFTH SET PRIVATE WEALTH MANAGEMENT LLC | $508,739 | $111,132,418 | $28,262,102 | $139,394,520 |
| 62 | MARATHON WEALTH MANAGEMENT, INC. | $525,114 | $115,000,000 | — | $115,000,000 |
| 63 | TORTOISE INVESTMENT MANAGEMENT, LLC | $559,640 | $1,334,136,352 | $12,916,465 | $1,347,052,817 |
| 64 | PIERMONT WEALTH MANAGEMENT INC. | $560,668 | $235,480,560 | — | $235,480,560 |
| 65 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
| 66 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 67 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 68 | WINTHROP PARTNERS - WNY, LLC | $587,456 | $149,238,516 | $2,912,544 | $152,151,060 |
| 69 | CRESCENT HILL PARTNERS LLC | $594,661 | $108,412,992 | $187,728,089 | $296,141,081 |
| 70 | ASCENT WEALTH PARTNERS, LLC | $599,807 | $1,011,411,489 | $52,045,772 | $1,063,457,261 |
| 71 | IFC PERSONAL MONEY MANAGERS, INC. | $600,000 | — | $240,000,000 | $240,000,000 |
| 72 | BLUE SQUARE ASSET MANAGEMENT, LLC | $605,652 | $224,877,587 | $66,440,856 | $291,318,443 |
| 73 | KEYSTONE GLOBAL PARTNERS LLC | $608,872 | $136,281,762 | $6,803,148 | $143,084,910 |
| 74 | GOLDEN BAY ADVISORS LLC | $611,951 | $133,663,150 | $15,040,906 | $148,704,056 |
| 75 | BLUE SPARK CAPITAL ADVISORS | $619,225 | $173,382,911 | — | $173,382,911 |
| 76 | HURLEY CAPITAL, LLC | $628,128 | $120,600,581 | — | $120,600,581 |
| 77 | FORTE CAPITAL LLC | $629,030 | $1,363,629,633 | $85,654,358 | $1,449,283,991 |
| 78 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | $636,863 | — | $200,611,899 | $200,611,899 |
| 79 | HUDSON VALLEY INVESTMENT ADVISORS, INC. | $638,931 | $748,529,805 | $251,396,766 | $999,926,571 |
| 80 | WHITNEY & COMPANY | $663,750 | $872,856,646 | $5,284,560 | $878,141,206 |
| 81 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 82 | WEALTHSTREAM ADVISORS, INC. | $667,242 | $1,156,997,266 | — | $1,156,997,266 |
| 83 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 84 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 85 | MILLER, GESKO & COMPANY INC. | $680,069 | $135,086,606 | $30,850,177 | $165,936,783 |
| 86 | MCCOLLUM CHRISTOFERSON GROUP, LLC | $695,491 | $509,795,227 | — | $509,795,227 |
| 87 | HOWE AND RUSLING, INC. | $738,502 | $1,463,642,280 | $2,283,725 | $1,465,926,005 |
| 88 | WEBER ASSET MANAGEMENT, INC. | $761,067 | $534,269,297 | — | $534,269,297 |
| 89 | BRIDGEWATER ADVISORS INC. | $770,712 | $1,954,524,604 | — | $1,954,524,604 |
| 90 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 91 | ADC WEALTH MANAGEMENT, LLC | $797,781 | — | $174,714,000 | $174,714,000 |
| 92 | SANDERSON WEALTH MANAGEMENT, LLC | $810,802 | $121,145,689 | $874,519,002 | $995,664,691 |
| 93 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 94 | AMORE AMBRO, LLC | $831,144 | $95,672,577 | $132,060,984 | $227,733,561 |
| 95 | KUTZ AND COMPANY INC. | $851,051 | $100,424,042 | — | $100,424,042 |
| 96 | AVESTAR CAPITAL, LLC | $859,016 | $724,797,722 | $1,071,000 | $725,868,722 |
| 97 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 98 | KORE PRIVATE WEALTH, LLC | $877,611 | $5,121,738,954 | — | $5,121,738,954 |
| 99 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 100 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
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.
