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$60,533,327$0$4,237,332,863$4,237,332,863
3CV Advisors LLC$41,085,894$284,312,607$3,947,534,514$4,231,847,121
4Finaccess Advisors$25,269,365$0$3,866,212,903$3,866,212,903
5Water Oak Advisors, LLC$906,512$1,346,775,471$100,923,535$1,447,699,006
6Evensky & Katz/Foldes Financial Wealth Management$369,953$1,437,608,217$1,879,443$1,439,487,660
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
12Doyle Wealth Management, Inc.$429,782$625,554,696$7,514,339$633,069,035
13Tillman Hartley$1,783,943$375,869,000$128,987,000$504,856,000
14Moisand Fitzgerald Tamayo$226,251$394,288,616$3,008,920$397,297,536
15Fitzroy Investment Advisors LLC$30,416,667$0$365,000,000$365,000,000
16Madden Advisory Services, Inc.$513,283$362,890,752$0$362,890,752
17Blue Ocean Capital$781,278$354,700,000$0$354,700,000
18Noesis Capital Management Corp$399,499$307,134,449$30,442,448$337,576,897
19Millares Asset Management, LLC$3,000,430$336,048,195$0$336,048,195
20AM Global Family Investment Office$2,743,294$256,416,636$78,265,227$334,681,863
21Firestone Capital Management Inc$350,852$329,565,000$1,990,000$331,555,000
22GFS Private Wealth$448,695$289,460,704$3,536,804$292,997,508
23Compass Financial Group, Inc.$854,727$277,786,250$0$277,786,250
24Emerald Asset Advisors LLC$446,449$276,594,530$1,096,690$277,691,220
25B&C Financial$269,698$242,998,508$7,281,541$250,280,049
26Tobias Financial Advisors$322,901$219,476,996$20,438,091$239,915,087
27Ariel Capital Advisors, LLC$1,290,925$224,621,000$0$224,621,000
28Rainey & Randall Investment Management, Inc.$341,308$214,000,000$0$214,000,000
29American Asset Management Inc.$440,367$192,000,000$0$192,000,000
30Investment Advisory Professionals LLC$1,582,609$182,000,000$0$182,000,000
31The Lubitz Financial Group$289,301$179,945,150$0$179,945,150
32Castle Wealth Management$304,015$165,468,375$8,732,002$174,200,377
33Firstrust$1,417,391$113,000,000$50,000,000$163,000,000
34Marquis Wealth Management Group$223,991$32,159,454$128,442,121$160,601,575
35Tim Looney Investments$189,790$0$157,715,459$157,715,459
36Carl Domino Inc.$555,418$154,273,572$132,607$154,406,179
37Rutherford Asset Planning, Inc.$417,551$144,890,227$0$144,890,227
38Winning Points Advisors$309,013$144,000,000$0$144,000,000
39Paragon Wealth Strategies, LLC.$214,774$141,859,280$1,395,104$143,254,384
40Disciplined Equity Management, Inc.$397,630$141,158,679$0$141,158,679
41Arbor Wealth Management$229,578$139,813,182$0$139,813,182
42Macke Financial Advisory Group$210,256$138,315,522$32,841$138,348,363
43Spraker Wealth Management Inc$362,299$133,279,747$408,550$133,688,297
44Luma Capital$2,568,950$113,049,685$17,966,778$131,016,463
45Treasure Coast Financial Planning, Inc.$238,175$130,996,129$0$130,996,129
46Grand Central Investment Group$263,650$87,272,899$41,124,501$128,397,400
47Rivertree Advisors$638,998$127,417,052$382,537$127,799,589
48Successful Portfolios Llc$764,748$107,255,917$18,927,514$126,183,431
49Northstar Financial Planners, Inc.$209,933$122,810,914$0$122,810,914
50Financial Management Concepts$200,751$107,219,046$14,235,540$121,454,586
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Showing 1 to 50 of 63 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.