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
1CV Advisors LLC$44,556,498$273,899,631$4,003,524,139$4,277,423,770
2Finaccess Advisors$15,398,634$0$4,003,644,863$4,003,644,863
3WE Family Offices$48,731,454$0$3,313,738,902$3,313,738,902
4Evensky & Katz$475,908$1,552,600,000$6,000,000$1,558,600,000
5Resource Consulting Group$744,228$1,319,515,634$0$1,319,515,634
6Intrepid Capital Management Inc$5,865,680$1,252,603,958$14,382,883$1,266,986,841
7Affiliated Private Investors$5,541,492$849,667,589$14,805,148$864,472,737
8Doyle Wealth Management, Inc.$433,489$568,366,636$10,774,099$579,140,735
9Madden Advisory Services, Inc.$469,422$402,294,355$0$402,294,355
10Tillman Hartley$1,828,382$341,518,000$46,099,000$387,617,000
11Moisand Fitzgerald Tamayo$248,545$370,440,306$3,371,957$373,812,263
12Firestone Capital Management Inc$378,674$340,050,000$2,650,000$342,700,000
13GSK Wealth Advisors$344,320$325,382,680$0$325,382,680
14GFS Private Wealth$459,182$304,771,022$3,340,255$308,111,277
15Compass Financial Group, Inc.$867,922$285,546,250$0$285,546,250
16AM Global Family Investment Office$3,273,754$172,245,465$83,107,366$255,352,831
17B&C Financial$298,272$242,896,345$4,370,829$247,267,174
18Tobias Financial Advisors$1,699,835$225,185,741$21,290,269$246,476,010
19Carl Domino Inc.$638,368$236,552,133$920,581$237,472,714
20Emerald Asset Advisors LLC$367,254$234,392,650$1,017,081$235,409,731
21American Asset Management Inc.$575,000$230,000,000$0$230,000,000
22Ariel Capital Advisors, LLC$1,426,778$225,430,851$0$225,430,851
23The Lubitz Financial Group$313,620$175,000,000$0$175,000,000
24Castle Wealth Management$366,510$168,148,604$5,210,676$173,359,280
25Firstrust$1,487,069$122,000,000$50,500,000$172,500,000
26Barclay Breland Family Office$946,289$162,761,753$0$162,761,753
27Luma Capital$3,220,290$18,477,618$142,536,902$161,014,520
28Rutherford Asset Planning, Inc.$466,940$159,693,391$0$159,693,391
29Marquis Wealth Management Group$258,843$32,003,052$123,302,594$155,305,646
30Tim Looney Investments$204,658$0$153,084,142$153,084,142
31Macke Financial Advisory Group$210,492$150,502,101$0$150,502,101
32Disciplined Equity Management, Inc.$472,131$144,000,000$0$144,000,000
33Paragon Wealth Strategies, LLC.$198,366$136,012,645$2,446,851$138,459,496
34Treasure Coast Financial Planning, Inc.$238,052$133,547,996$2,617,554$136,165,550
35Rivertree Advisors$726,253$131,197,105$254,617$131,451,722
36Winning Points Advisors$469,091$129,000,000$0$129,000,000
37Spraker Wealth Management Inc$380,276$127,761,011$391,982$128,152,993
38Northstar Financial Planners, Inc.$217,541$125,086,000$0$125,086,000
39Naples Money Management$405,500$116,754,017$2,868,438$119,622,455
40Successful Portfolios Llc$1,026,557$100,727,356$17,326,727$118,054,083
41Bauerle Financial Inc$164,647$110,978,643$6,744,149$117,722,792
42Financial Management Concepts$215,466$102,371,144$13,980,729$116,351,873
43Allgen Financial Services, Inc.$127,624$115,000,000$500,000$115,500,000
44Riverplace Capital Management Inc$440,492$113,206,351$0$113,206,351
45Aegis Financial Advisors Inc$420,116$1,224,500$111,786,809$113,011,309
46Arbor Wealth Management$216,559$110,228,598$0$110,228,598
47Grand Central Investment Group$282,634$75,588,901$34,638,393$110,227,294
48Dorman Financial Management, P.A.$118,919$110,000,000$0$110,000,000
49Eurocapital Advisors$4,598,546$38,462,792$67,303,772$105,766,564
50Baldwin & Associates$218,125$0$104,700,000$104,700,000
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.