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 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | $2,413,850 | — | $1,648,659,367 | $1,648,659,367 |
| 2 | BEEKMAN WEALTH ADVISORY, LLC | $84,085,714 | — | $588,600,000 | $588,600,000 |
| 3 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 4 | SANDERSON WEALTH MANAGEMENT, LLC | $810,802 | $121,145,689 | $874,519,002 | $995,664,691 |
| 5 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 6 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 7 | TAG ASSOCIATES LLC | $6,424,628 | $313,310,000 | $9,182,290,000 | $9,495,600,000 |
| 8 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 9 | NORTHCAPE WEALTH MANAGEMENT | $395,997 | $500,946,597 | $17,413,378 | $518,359,975 |
| 10 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 11 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 12 | INDEPENDENT FAMILY OFFICE, LLC | $4,098,084 | $507,864,117 | $298,346 | $508,162,463 |
| 13 | MCCOLLUM CHRISTOFERSON GROUP, LLC | $695,491 | $509,795,227 | — | $509,795,227 |
| 14 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 15 | SICART ASSOCIATES, LLC | $2,013,453 | $523,497,849 | — | $523,497,849 |
| 16 | WEBER ASSET MANAGEMENT, INC. | $761,067 | $534,269,297 | — | $534,269,297 |
| 17 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
| 18 | C.J. LAWRENCE | $1,549,891 | $554,496,277 | $1,914,456 | $556,410,733 |
| 19 | ASHFORD ADVISORS, LLC | $3,364,588 | $583,621,587 | $176,775,397 | $760,396,984 |
| 20 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 21 | FRISCH FINANCIAL GROUP, INC. | $461,945 | $629,804,749 | $30,776,277 | $660,581,026 |
| 22 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 23 | FAGAN ASSOCIATES INC | $414,328 | $665,113,565 | $2,368,093 | $667,481,658 |
| 24 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,892,801 | $668,284,527 | $58,550,873 | $726,835,400 |
| 25 | AVESTAR CAPITAL, LLC | $859,016 | $724,797,722 | $1,071,000 | $725,868,722 |
| 26 | J.J. BURNS & COMPANY | $492,503 | $724,964,726 | — | $724,964,726 |
| 27 | HUDSON VALLEY INVESTMENT ADVISORS, INC. | $638,931 | $748,529,805 | $251,396,766 | $999,926,571 |
| 28 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 29 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 30 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 31 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 32 | WHITNEY & COMPANY | $663,750 | $872,856,646 | $5,284,560 | $878,141,206 |
| 33 | ESTABROOK CAPITAL MANAGEMENT LLC | $1,035,746 | $889,706,058 | — | $889,706,058 |
| 34 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 35 | GRIFFIN ASSET MANAGEMENT, LLC | $1,430,136 | $934,967,182 | $10,352,885 | $945,320,067 |
| 36 | MATRIX ASSET ADVISORS INC | $1,769,456 | $994,434,097 | — | $994,434,097 |
| 37 | ASCENT WEALTH PARTNERS, LLC | $599,807 | $1,011,411,489 | $52,045,772 | $1,063,457,261 |
| 38 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 39 | MAGNUS FINANCIAL GROUP LLC | $442,705 | $1,129,782,370 | — | $1,129,782,370 |
| 40 | WEALTHSTREAM ADVISORS, INC. | $667,242 | $1,156,997,266 | — | $1,156,997,266 |
| 41 | EAST END ADVISORS, LLC | $192,238,303 | $1,191,330,576 | $5,729,248,327 | $6,920,578,903 |
| 42 | TORTOISE INVESTMENT MANAGEMENT, LLC | $559,640 | $1,334,136,352 | $12,916,465 | $1,347,052,817 |
| 43 | FORTE CAPITAL LLC | $629,030 | $1,363,629,633 | $85,654,358 | $1,449,283,991 |
| 44 | ELLEVEST | $10,526 | $1,434,750,897 | — | $1,434,750,897 |
| 45 | HOWE AND RUSLING, INC. | $738,502 | $1,463,642,280 | $2,283,725 | $1,465,926,005 |
| 46 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | $418,987 | $1,495,206,893 | $75,994,331 | $1,571,201,224 |
| 47 | ALTFEST PERSONAL WEALTH MANAGEMENT | $484,505 | $1,527,955,353 | $27,305,515 | $1,555,260,868 |
| 48 | KINGS POINT CAPITAL MANAGEMENT LLC | $1,272,371 | $1,639,471,869 | $57,870,578 | $1,697,342,447 |
| 49 | ARTEMIS WEALTH ADVISORS, LLC | $92,685,283 | $1,753,378,680 | $193,012,263 | $1,946,390,943 |
| 50 | BRIDGEWATER ADVISORS INC. | $770,712 | $1,954,524,604 | — | $1,954,524,604 |
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.
