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 |
|---|---|---|---|---|---|
| 1 | TIM LOONEY INVESTMENTS, LLC | $307,848 | — | $338,324,498 | $338,324,498 |
| 2 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | $1,006,278 | — | $166,035,815 | $166,035,815 |
| 3 | WE FAMILY OFFICES | $139,400,646 | — | $13,382,462,057 | $13,382,462,057 |
| 4 | ZEHNDER WEALTH MANAGEMENT, LLC | $166,290 | — | $128,874,643 | $128,874,643 |
| 5 | AMERICAN FINANCIAL ADVISORS INC | $1,098,798 | — | $732,898,362 | $732,898,362 |
| 6 | FITZROY INVESTMENT ADVISORS LLC | $12,396,056 | — | $595,010,667 | $595,010,667 |
| 7 | CARPENTER, CLAYDON ADVISORS, INC. | $548,652 | $3,887,265 | $199,113,861 | $203,001,126 |
| 8 | LAWRENCE FINANCIAL PLANNING, LLC | $1,628,701 | $7,354,000 | $118,056,000 | $125,410,000 |
| 9 | LUMA CAPITAL | $1,934,833 | $51,454,495 | $70,440,005 | $121,894,500 |
| 10 | MARQUIS WEALTH MANAGEMENT GROUP | $383,775 | $57,118,481 | $291,732,868 | $348,851,349 |
| 11 | AEGIS WEALTH MANAGEMENT, LLC | $444,420 | $59,055,072 | $110,713,179 | $169,768,251 |
| 12 | GRAND CENTRAL INVESTMENT GROUP, LLC | $299,180 | $96,234,126 | $28,224,779 | $124,458,905 |
| 13 | RALICKI WEALTH MANAGEMENT & TRUST SERVICES | $363,286 | $98,098,057 | $5,438,560 | $103,536,617 |
| 14 | TOGETHER AND/OR TOGETHER PLANNING | $245,003 | $103,114,729 | $521,723 | $103,636,452 |
| 15 | KAIROS PRIVATE WEALTH, INC. | $212,259 | $107,103,645 | $7,728,371 | $114,832,016 |
| 16 | SEA HUNTER CAPITAL | $1,709,209 | $109,389,391 | — | $109,389,391 |
| 17 | LXG WEALTH ADVISORY LLC | $18,242,908 | $111,057,807 | $34,885,453 | $145,943,260 |
| 18 | DAVIS PRIVATE WEALTH, LLC | $325,843 | $112,700,000 | $3,300,000 | $116,000,000 |
| 19 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1,428,012 | $117,846,713 | $23,526,472 | $141,373,185 |
| 20 | SOLOMON API, LP | $99,285 | $119,463,880 | $3,550,000 | $123,013,880 |
| 21 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | $190,184 | $124,000,000 | — | $124,000,000 |
| 22 | LIGHTHOUSE RETIREMENT | $432,008 | $124,850,196 | — | $124,850,196 |
| 23 | RCW MANAGEMENT, LLC | $492,469 | $126,072,169 | — | $126,072,169 |
| 24 | HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS | $314,786 | $126,600,000 | $35,200,000 | $161,800,000 |
| 25 | MACKE FINANCIAL ADVISORY GROUP | $299,537 | $128,201,895 | — | $128,201,895 |
| 26 | UTOPIA WEALTH MANAGEMENT, LLC | $1,607,402 | $130,199,585 | — | $130,199,585 |
| 27 | THE TENRET COMPANY, LLC | $1,179,709 | $130,947,657 | — | $130,947,657 |
| 28 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 29 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 30 | RINALDI WEALTH MANAGEMENT, INC. | $186,592 | $133,600,000 | — | $133,600,000 |
| 31 | TRUSTWELL FINANCIAL ADVISORS, LLC | $147,255 | $135,740,240 | $323,694 | $136,063,934 |
| 32 | R.L.K. ADVISORY GROUP | $151,221 | $137,611,477 | — | $137,611,477 |
| 33 | G & O FINANCIAL SERVICES, INC. | $1,522,476 | $139,909,953 | $36,697,207 | $176,607,160 |
| 34 | TOAMS FINANCIAL | $160,367 | $140,000,000 | — | $140,000,000 |
| 35 | FORTUNE 360 GROUP LLC | $303,986 | $141,353,614 | — | $141,353,614 |
| 36 | MATTHIAS PRIVATE WEALTH, LLC | $413,938 | $141,641,234 | $23,933,963 | $165,575,197 |
| 37 | CAPSTONE WEALTH MANAGEMENT CORP. | $393,790 | $146,478,615 | $1,586,407 | $148,065,022 |
| 38 | FORZA WEALTH MANAGEMENT | $653,536 | $146,703,515 | $2,302,796 | $149,006,311 |
| 39 | STERLING WEALTH ADVISORS, INC. | $324,424 | $149,883,686 | — | $149,883,686 |
| 40 | ARMADA ADVISORS | $194,868 | $151,130,720 | $4,178,851 | $155,309,571 |
| 41 | ATLAS FIDUCIARY FINANCIAL, LLC | $392,216 | $152,179,853 | — | $152,179,853 |
| 42 | ANDREW HILL INVESTMENT ADVISORS, INC. | $436,800 | $152,880,000 | — | $152,880,000 |
| 43 | ORCA WEALTH MANAGEMENT, LLC | $380,265 | $155,031,030 | $2,398,487 | $157,429,517 |
| 44 | AHL INVESTMENT MANAGEMENT, INC. | $485,645 | $157,105,369 | $729,161 | $157,834,530 |
| 45 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 46 | DORMAN FINANCIAL MANAGEMENT, P.A. | $193,570 | $159,588,083 | $1,655,482 | $161,243,565 |
| 47 | AMERICAN ASSET MANAGEMENT INC. | $523,544 | $160,728,135 | — | $160,728,135 |
| 48 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | $678,733 | $160,859,716 | — | $160,859,716 |
| 49 | CAMPBELL FINANCIAL PARTNERS, LLC | $342,254 | $164,624,048 | — | $164,624,048 |
| 50 | DAVIS CAPITAL MANAGEMENT | $331,014 | $166,200,000 | $300,000 | $166,500,000 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
