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
1Banyan Partners$920,657$3,608,192,869$727,181,215$4,335,374,084
2WE Family Offices$35,472,297$0$2,163,810,117$2,163,810,117
3Finaccess Advisors$14,694,799$0$1,631,122,733$1,631,122,733
4Intrepid Capital Management Inc.$8,408,953$1,358,515,446$3,734,981$1,362,250,427
5Resource Consulting Group$656,602$1,008,540,613$0$1,008,540,613
6Yale Capital Corp.$8,680,241$893,260,299$804,556$894,064,855
7Evensky & Katz$551,672$747,600,000$11,500,000$759,100,000
8Affiliated Private Investors$4,742,444$739,821,268$0$739,821,268
9Foldes Financial Management$306,021$497,284,897$0$497,284,897
10Tillman Hartley$2,492,542$277,408,000$136,354,000$413,762,000
11Doyle Wealth Management Inc.$397,378$359,934,493$6,050,328$365,984,821
12American Asset Management Inc.$619,036$287,851,585$0$287,851,585
13Firestone Capital Management Inc.$1,115,702$269,000,000$1,000,000$270,000,000
14Moisand Fitzgerald Tamayo$197,029$260,497,462$2,930,710$263,428,172
15Scot McCormick$15,169,224$257,876,815$0$257,876,815
16Willow Street Advisors$1,093,163$248,148,016$0$248,148,016
17GFS Private Wealth$461,126$231,485,121$0$231,485,121
18LBA Wealth Management$379,656$227,000,618$1,931,763$228,932,381
19Compass Financial Group Inc.$730,740$216,299,000$0$216,299,000
20Carl Domino Inc.$594,096$209,611,650$1,292,474$210,904,124
21Vinoy Capital$434,860$191,880,993$12,938,145$204,819,138
22Madden Advisory Services Inc.$200,706$203,515,657$0$203,515,657
23Tobias Financial Advisors$1,524,581$180,281,896$16,389,002$196,670,898
24Butensky & Cohen Financial Security Inc.$280,325$174,922,502$0$174,922,502
25KR Financial Services Inc.$644,887$161,221,788$0$161,221,788
26Wall Foss Advisors Inc.$274,686$155,668,588$1,176,933$156,845,521
27The Lubitz Financial Group$315,093$149,354,182$0$149,354,182
28Firstrust$1,141,270$142,000,000$1,800,000$143,800,000
29Castle Wealth Management$324,221$139,092,642$2,916,019$142,008,661
30Wealth Care$350,000$140,000,000$0$140,000,000
31Macke Financial Advisory Group$190,989$135,983,880$0$135,983,880
32Vista Financial Advisors Inc.$158,012$112,277,503$16,659,925$128,937,428
33Treasure Coast Financial Planning Inc.$181,740$103,454,348$22,128,278$125,582,626
34Luma Capital$2,559,108$35,868,370$89,527,921$125,396,291
35Rutherford Asset Planning Inc.$390,290$123,670,309$51,567$123,721,876
36Global Trust Asset Management$1,183,087$119,491,817$0$119,491,817
37Joseph Capital Management$774,345$117,030,587$2,218,564$119,249,151
38Lewis Capital Management$789,181$118,377,128$0$118,377,128
39Marquis Wealth Management Group$216,970$22,104,460$95,493,018$117,597,478
40Antonetti Capital Management$658,146$115,872,183$619,643$116,491,826
41Tim Looney Investments$195,500$0$114,758,473$114,758,473
42EuroCapital Advisors$4,343,207$29,828,069$74,408,906$104,236,975
43Naples Money Management$958,703$92,144,734$9,477,790$101,622,524
44Spraker Wealth Management Inc.$342,675$101,227,467$204,375$101,431,842
45Financial Management Concepts$203,770$91,731,215$9,134,962$100,866,177

Showing 1 to 45 of 45 entries

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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, 2012. (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.