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 | WE FAMILY OFFICES | $139,400,646 | — | $13,382,462,057 | $13,382,462,057 |
| 2 | CV ADVISORS LLC | $5,739,242 | $682,114,776 | $8,724,503,473 | $9,406,618,249 |
| 3 | CAMDEN CAPITAL, LLC | $1,040,907 | $3,142,627,913 | $1,361,375,480 | $4,504,003,393 |
| 4 | AMERICAN FINANCIAL ADVISORS INC | $1,098,798 | — | $732,898,362 | $732,898,362 |
| 5 | FITZROY INVESTMENT ADVISORS LLC | $12,396,056 | — | $595,010,667 | $595,010,667 |
| 6 | TIM LOONEY INVESTMENTS, LLC | $307,848 | — | $338,324,498 | $338,324,498 |
| 7 | MARQUIS WEALTH MANAGEMENT GROUP | $383,775 | $57,118,481 | $291,732,868 | $348,851,349 |
| 8 | CARPENTER, CLAYDON ADVISORS, INC. | $548,652 | $3,887,265 | $199,113,861 | $203,001,126 |
| 9 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | $1,006,278 | — | $166,035,815 | $166,035,815 |
| 10 | LIBERTY WEALTH ADVISORS, LLC | $839,236 | $1,594,042,483 | $159,959,873 | $1,754,002,356 |
| 11 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 12 | ZEHNDER WEALTH MANAGEMENT, LLC | $166,290 | — | $128,874,643 | $128,874,643 |
| 13 | LAWRENCE FINANCIAL PLANNING, LLC | $1,628,701 | $7,354,000 | $118,056,000 | $125,410,000 |
| 14 | AEGIS WEALTH MANAGEMENT, LLC | $444,420 | $59,055,072 | $110,713,179 | $169,768,251 |
| 15 | SOCIUS FAMILY OFFICE, LLC | $1,435,789 | $629,256,160 | $104,432,107 | $733,688,267 |
| 16 | SOUND INCOME STRATEGIES, LLC | $137,196 | $1,615,021,641 | $84,145,300 | $1,699,166,941 |
| 17 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 18 | LUMA CAPITAL | $1,934,833 | $51,454,495 | $70,440,005 | $121,894,500 |
| 19 | SLATESTONE WEALTH LLC | $842,064 | $942,803,379 | $62,620,682 | $1,005,424,061 |
| 20 | BELLEAIR ASSET MANAGEMENT, LLC | $717,094 | $174,700,338 | $57,637,958 | $232,338,296 |
| 21 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 22 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 23 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 24 | ALHAMBRA INVESTMENT MANAGEMENT LLC | $594,949 | $213,781,419 | $43,831,336 | $257,612,755 |
| 25 | MARIACA WEALTH MANAGEMENT, LLC | $383,240 | $193,280,614 | $42,412,285 | $235,692,899 |
| 26 | G & O FINANCIAL SERVICES, INC. | $1,522,476 | $139,909,953 | $36,697,207 | $176,607,160 |
| 27 | HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS | $314,786 | $126,600,000 | $35,200,000 | $161,800,000 |
| 28 | LXG WEALTH ADVISORY LLC | $18,242,908 | $111,057,807 | $34,885,453 | $145,943,260 |
| 29 | TCWP LLC | $309,001 | $694,606,216 | $32,164,247 | $726,770,463 |
| 30 | GRAND CENTRAL INVESTMENT GROUP, LLC | $299,180 | $96,234,126 | $28,224,779 | $124,458,905 |
| 31 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 32 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 33 | ELEMENT POINTE ADVISORS | $2,204,817 | $680,227,573 | $25,314,024 | $705,541,597 |
| 34 | MATTHIAS PRIVATE WEALTH, LLC | $413,938 | $141,641,234 | $23,933,963 | $165,575,197 |
| 35 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1,428,012 | $117,846,713 | $23,526,472 | $141,373,185 |
| 36 | TOBIAS FINANCIAL ADVISORS | $420,712 | $628,000,000 | $22,000,000 | $650,000,000 |
| 37 | CALLAHAN WEALTH ADVISORY | $432,026 | $215,718,117 | $19,735,796 | $235,453,913 |
| 38 | CASTLE WEALTH MANAGEMENT | $538,984 | $407,038,482 | $16,602,863 | $423,641,345 |
| 39 | F&V CAPITAL MANAGEMENT, L.L.C. | $2,186,742 | $373,520,488 | $15,719,655 | $389,240,143 |
| 40 | BLACKSTON FINANCIAL ADVISORY GROUP, LLC | $131,310 | $209,263,745 | $14,357,826 | $223,621,571 |
| 41 | GLOBAL TRUST | $640,483 | $408,210,327 | $11,946,515 | $420,156,842 |
| 42 | NAPLES MONEY MANAGEMENT LLC | $317,145 | $171,818,147 | $11,808,667 | $183,626,814 |
| 43 | KING WEALTH MANAGEMENT GROUP, LLC | $460,762 | $714,516,153 | $11,645,375 | $726,161,528 |
| 44 | FIRSTRUST | $1,516,129 | $177,000,000 | $11,000,000 | $188,000,000 |
| 45 | PARAGON WEALTH STRATEGIES, LLC. | $365,550 | $521,185,658 | $8,861,662 | $530,047,320 |
| 46 | MOISAND FITZGERALD TAMAYO, LLC | $309,283 | $913,608,089 | $8,364,085 | $921,972,174 |
| 47 | BRIGHTWATER ADVISORY, LLC | $356,520 | $212,123,077 | $8,206,440 | $220,329,517 |
| 48 | KAIROS PRIVATE WEALTH, INC. | $212,259 | $107,103,645 | $7,728,371 | $114,832,016 |
| 49 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
| 50 | CHIRON CAPITAL MANAGEMENT, LLC | $258,336 | $236,706,951 | $7,162,339 | $243,869,290 |
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.
