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
1Global Financial Private Capital, LLC$87,959$5,864,324,208$0$5,864,324,208
2WE Family Offices$72,682,174$0$5,015,069,987$5,015,069,987
3Finaccess Advisors$28,676,621$0$4,387,523,027$4,387,523,027
4CV Advisors LLC$41,085,894$284,312,607$3,947,534,514$4,231,847,121
5Evensky & Katz/Foldes Financial Wealth Management$282,411$1,460,098,330$1,098,265$1,461,196,595
6Water Oak Advisors, LLC$906,512$1,346,775,471$100,923,535$1,447,699,006
7Resource Consulting Group$714,433$1,302,411,080$0$1,302,411,080
8Affiliated Private Investors$4,833,838$841,087,796$0$841,087,796
9Intrepid Capital Management Inc$3,454,005$782,780,288$11,640,893$794,421,181
10Steinberg Global Asset Management Ltd$646,352$703,500,000$49,500,000$753,000,000
11Investor Solutions$529,373$696,388,328$10,324,803$706,713,131
12Ethos Private Wealth$13,418,367$15,500,000$642,000,000$657,500,000
13Doyle Wealth Management, Inc.$429,782$625,554,696$7,514,339$633,069,035
14Tillman Hartley$1,783,943$375,869,000$128,987,000$504,856,000
15Blue Ocean Capital$865,281$416,200,000$0$416,200,000
16Moisand Fitzgerald Tamayo$226,251$394,288,616$3,008,920$397,297,536
17Fitzroy Investment Advisors LLC$30,416,667$0$365,000,000$365,000,000
18Scot McCormick$9,095,038$363,801,522$0$363,801,522
19Madden Advisory Services, Inc.$513,283$362,890,752$0$362,890,752
20Noesis Capital Management Corp$399,499$307,134,449$30,442,448$337,576,897
21Millares Asset Management, LLC$3,000,430$336,048,195$0$336,048,195
22AM Global Family Investment Office$2,743,294$256,416,636$78,265,227$334,681,863
23Firestone Capital Management Inc$350,852$329,565,000$1,990,000$331,555,000
24GFS Private Wealth$448,695$289,460,704$3,536,804$292,997,508
25Compass Financial Group, Inc.$854,727$277,786,250$0$277,786,250
26Emerald Asset Advisors LLC$446,449$276,594,530$1,096,690$277,691,220
27B&C Financial$269,698$242,998,508$7,281,541$250,280,049
28Tobias Financial Advisors$322,901$219,476,996$20,438,091$239,915,087
29Ariel Capital Advisors, LLC$1,290,925$224,621,000$0$224,621,000
30Rainey & Randall Investment Management, Inc.$341,308$214,000,000$0$214,000,000
31American Asset Management Inc.$440,367$192,000,000$0$192,000,000
32Investment Advisory Professionals LLC$1,582,609$182,000,000$0$182,000,000
33The Lubitz Financial Group$289,301$179,945,150$0$179,945,150
34Castle Wealth Management$304,015$165,468,375$8,732,002$174,200,377
35Seabridge Wealth Management, LLC$6,821,280$147,347,000$23,185,000$170,532,000
36Firstrust$1,417,391$113,000,000$50,000,000$163,000,000
37Marquis Wealth Management Group$223,991$32,159,454$128,442,121$160,601,575
38Tim Looney Investments$189,790$0$157,715,459$157,715,459
39Carl Domino Inc.$555,418$154,273,572$132,607$154,406,179
40Rutherford Asset Planning, Inc.$417,551$144,890,227$0$144,890,227
41Winning Points Advisors$309,013$144,000,000$0$144,000,000
42Paragon Wealth Strategies, LLC.$214,774$141,859,280$1,395,104$143,254,384
43Disciplined Equity Management, Inc.$397,630$141,158,679$0$141,158,679
44Arbor Wealth Management$229,578$139,813,182$0$139,813,182
45Macke Financial Advisory Group$210,256$138,315,522$32,841$138,348,363
46Spraker Wealth Management Inc$362,299$133,279,747$408,550$133,688,297
47Luma Capital$2,568,950$113,049,685$17,966,778$131,016,463
48Treasure Coast Financial Planning, Inc.$238,175$130,996,129$0$130,996,129
49Grand Central Investment Group$263,650$87,272,899$41,124,501$128,397,400
50Rivertree Advisors$638,998$127,417,052$382,537$127,799,589
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Showing 1 to 50 of 67 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.