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$849,592$3,712,000,000$869,000,000$4,581,000,000
2Finaccess Advisors$17,476,814$0$4,072,097,743$4,072,097,743
3WE Family Offices$51,759,634$0$3,260,856,956$3,260,856,956
4CV Advisors LLC$39,887,692$102,260,000$3,008,980,000$3,111,240,000
5Evensky & Katz$443,598$1,493,500,000$20,500,000$1,514,000,000
6Intrepid Capital Management Inc$7,481,072$1,406,261,048$15,142,682$1,421,403,730
7Yale Capital Corp.$14,231,632$1,380,468,351$0$1,380,468,351
8Resource Consulting Group$752,285$1,262,334,504$0$1,262,334,504
9Affiliated Private Investors$5,784,885$833,023,453$0$833,023,453
10Foldes Financial Management$307,764$570,595,242$0$570,595,242
11Doyle Wealth Management, Inc.$420,903$489,375,124$8,553,049$497,928,173
12Madden Advisory Services, Inc.$488,689$462,788,451$0$462,788,451
13Tillman Hartley$2,822,752$324,947,000$129,516,000$454,463,000
14Moisand Fitzgerald Tamayo$222,325$329,008,685$3,144,323$332,153,008
15Firestone Capital Management Inc$370,892$312,900,000$3,100,000$316,000,000
16LBA Wealth Management$452,788$302,374,468$7,332,306$309,706,774
17KR Financial Services, Inc.$361,986$306,963,701$0$306,963,701
18GFS Private Wealth$487,406$287,263,920$2,255,112$289,519,032
19Carl Domino Inc.$739,282$239,464,076$42,941,583$282,405,659
20Compass Financial Group, Inc.$796,368$252,448,750$0$252,448,750
21American Asset Management Inc.$495,234$241,178,809$0$241,178,809
22Tobias Financial Advisors$1,668,721$209,266,916$19,347,796$228,614,712
23Ariel Capital Advisors, LLC$1,508,388$227,766,608$0$227,766,608
24AM Global Family Investment Office$3,544,058$105,685,521$121,134,164$226,819,685
25B&C Financial$280,567$217,719,689$0$217,719,689
26Emerald Asset Advisors LLC$403,595$198,007,821$964,693$198,972,514
27Firstrust$1,619,469$130,000,000$53,000,000$183,000,000
28The Lubitz Financial Group$319,187$165,010,700$8,800$165,019,500
29Luma Capital$3,201,533$21,414,904$141,863,260$163,278,164
30Antonetti Capital Management$654,364$152,712,435$4,989,336$157,701,771
31Castle Wealth Management$336,062$152,055,605$4,213,324$156,268,929
32Rutherford Asset Planning, Inc.$321,096$154,125,931$0$154,125,931
33Disciplined Equity Management, Inc.$452,468$151,576,940$0$151,576,940
34Macke Financial Advisory Group$195,259$140,781,498$0$140,781,498
35Marquis Wealth Management Group$231,371$26,695,465$111,664,567$138,360,032
36Tim Looney Investments$216,484$0$133,354,226$133,354,226
37Rivertree Advisors$695,004$130,605,049$750,720$131,355,769
38Treasure Coast Financial Planning, Inc.$233,965$127,978,775$0$127,978,775
39Paragon Wealth Strategies, LLC.$206,812$124,743,614$1,618,720$126,362,334
40Vista Financial Advisors, Inc.$168,332$113,463,261$5,210,957$118,674,218
41Spraker Wealth Management Inc$376,612$118,334,933$297,857$118,632,790
42Bauerle Financial Inc$182,608$107,575,284$7,650,625$115,225,909
43Naples Money Management$379,355$112,921,400$1,643,800$114,565,200
44Allgen Financial Services, Inc.$120,163$114,275,000$0$114,275,000
45Financial Management Concepts$211,203$98,718,988$15,119,544$113,838,532
46Northstar Financial Planners, Inc.$207,185$112,086,820$0$112,086,820
47Dorman Financial Management, P.A.$119,416$105,299,000$5,400,000$110,699,000
48Riverplace Capital Management Inc$396,424$107,430,958$0$107,430,958
49Winning Points Advisors$227,333$102,300,000$0$102,300,000
50Eurocapital Advisors$4,633,837$34,014,182$67,930,240$101,944,422

Showing 1 to 50 of 50 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, 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.