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.

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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$44,471,094$0$2,712,736,713$2,712,736,713
4Intrepid Capital Management Inc$7,481,072$1,406,261,048$15,142,682$1,421,403,730
5Resource Consulting Group$752,285$1,262,334,504$0$1,262,334,504
6Yale Capital Corp.$10,124,607$1,002,336,081$0$1,002,336,081
7Evensky & Katz$519,839$901,000,000$3,000,000$904,000,000
8Affiliated Private Investors$5,784,885$833,023,453$0$833,023,453
9Foldes Financial Management$307,764$570,595,242$0$570,595,242
10Doyle Wealth Management, Inc.$420,903$489,375,124$8,553,049$497,928,173
11Madden Advisory Services, Inc.$488,689$462,788,451$0$462,788,451
12Tillman Hartley$2,822,752$324,947,000$129,516,000$454,463,000
13Moisand Fitzgerald Tamayo$222,325$329,008,685$3,144,323$332,153,008
14Firestone Capital Management Inc$370,892$312,900,000$3,100,000$316,000,000
15LBA Wealth Management$452,788$302,374,468$7,332,306$309,706,774
16KR Financial Services, Inc.$361,986$306,963,701$0$306,963,701
17GFS Private Wealth$487,406$287,263,920$2,255,112$289,519,032
18Carl Domino Inc.$739,282$239,464,076$42,941,583$282,405,659
19Willow Street Advisors$1,388,329$267,947,496$0$267,947,496
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
23AM Global Family Investment Office$3,544,058$105,685,521$121,134,164$226,819,685
24B&C Financial$280,567$217,719,689$0$217,719,689
25The Lubitz Financial Group$319,187$165,010,700$8,800$165,019,500
26Luma Capital$3,201,533$21,414,904$141,863,260$163,278,164
27Antonetti Capital Management$654,364$152,712,435$4,989,336$157,701,771
28Client 1st Advisory Group$932,898$140,724,252$16,002,614$156,726,866
29Castle Wealth Management$336,062$152,055,605$4,213,324$156,268,929
30Rutherford Asset Planning, Inc.$321,096$154,125,931$0$154,125,931
31Disciplined Equity Management, Inc.$452,468$151,576,940$0$151,576,940
32Joseph Capital Management$838,131$144,581,571$1,253,220$145,834,791
33Macke Financial Advisory Group$195,259$140,781,498$0$140,781,498
34Marquis Wealth Management Group$231,371$26,695,465$111,664,567$138,360,032
35Tim Looney Investments$216,484$0$133,354,226$133,354,226
36Rivertree Advisors$695,004$130,605,049$750,720$131,355,769
37Treasure Coast Financial Planning, Inc.$233,965$127,978,775$0$127,978,775
38Firstrust$1,104,348$125,000,000$2,000,000$127,000,000
39Vista Financial Advisors, Inc.$168,332$113,463,261$5,210,957$118,674,218
40Spraker Wealth Management Inc$376,612$118,334,933$297,857$118,632,790
41Bauerle Financial Inc$182,608$107,575,284$7,650,625$115,225,909
42Naples Money Management$379,355$112,921,400$1,643,800$114,565,200
43Financial Management Concepts$211,203$98,718,988$15,119,544$113,838,532
44Northstar Financial Planners, Inc.$207,185$112,086,820$0$112,086,820
45Dorman Financial Management, P.A.$119,416$105,299,000$5,400,000$110,699,000
46Winning Points Advisors$227,333$102,300,000$0$102,300,000
47Eurocapital Advisors$4,633,837$34,014,182$67,930,240$101,944,422

Showing 1 to 47 of 47 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 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.