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 |
|---|---|---|---|---|---|
| 51 | REZNY WEALTH MANAGEMENT, INC. | $1,292,376 | $323,812,467 | $3,158,553 | $326,971,020 |
| 52 | ALLGEN FINANCIAL ADVISORS, INC. | $142,580 | $321,518,894 | — | $321,518,894 |
| 53 | SINGER WEALTH ADVISORS LLC | $254,809 | $298,380,789 | — | $298,380,789 |
| 54 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 55 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 56 | FORTRESS WEALTH PLANNING | $672,835 | $280,317,488 | $4,291,736 | $284,609,224 |
| 57 | INVESTMENT ADVISORY PROFESSIONALS LLC | $655,422 | $272,000,000 | — | $272,000,000 |
| 58 | CORE WEALTH MANAGEMENT, INC. | $424,580 | $271,306,891 | — | $271,306,891 |
| 59 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | $399,710 | $267,326,799 | $3,676,646 | $271,003,445 |
| 60 | FINANCIAL HARVEST WEALTH ADVISORS | $321,659 | $268,459,357 | $447,483 | $268,906,840 |
| 61 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 62 | CAMARDA WEALTH ADVISORY GROUP | $219,596 | $260,569,880 | $2,945,079 | $263,514,959 |
| 63 | ALHAMBRA INVESTMENT MANAGEMENT LLC | $594,949 | $213,781,419 | $43,831,336 | $257,612,755 |
| 64 | LIFE PLANNING PARTNERS, INC. | $491,926 | $255,712,388 | $581,218 | $256,293,606 |
| 65 | NOBLE FAMILY WEALTH | $2,480,392 | $253,000,000 | — | $253,000,000 |
| 66 | WINNING POINTS ADVISORS, L.L.C. | $541,712 | $251,896,182 | — | $251,896,182 |
| 67 | SKY ALPHA ASSET ADVISORS LLC | $558,569 | $248,004,800 | — | $248,004,800 |
| 68 | MEIRA | $350,154 | $246,858,629 | — | $246,858,629 |
| 69 | RM PRIVATE WEALTH MANAGEMENT INC. | $1,461,911 | $244,139,093 | — | $244,139,093 |
| 70 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | $521,111 | $243,880,000 | — | $243,880,000 |
| 71 | CHIRON CAPITAL MANAGEMENT, LLC | $258,336 | $236,706,951 | $7,162,339 | $243,869,290 |
| 72 | SECOND HALF FINANCIAL PARTNERS, LLC | $202,712 | $240,416,458 | — | $240,416,458 |
| 73 | SPRAKER WEST WEALTH MANAGEMENT, INC | $583,624 | $236,367,581 | — | $236,367,581 |
| 74 | NORTHSTAR FINANCIAL PLANNERS, INC. | $300,262 | $236,005,602 | — | $236,005,602 |
| 75 | MUTUAL TRUST ADVISORY GROUP | $660,424 | $235,771,231 | — | $235,771,231 |
| 76 | MARIACA WEALTH MANAGEMENT, LLC | $383,240 | $193,280,614 | $42,412,285 | $235,692,899 |
| 77 | CALLAHAN WEALTH ADVISORY | $432,026 | $215,718,117 | $19,735,796 | $235,453,913 |
| 78 | BELLEAIR ASSET MANAGEMENT, LLC | $717,094 | $174,700,338 | $57,637,958 | $232,338,296 |
| 79 | BLACKSTON FINANCIAL ADVISORY GROUP, LLC | $131,310 | $209,263,745 | $14,357,826 | $223,621,571 |
| 80 | BRIGHTWATER ADVISORY, LLC | $356,520 | $212,123,077 | $8,206,440 | $220,329,517 |
| 81 | CHRONOS WEALTH MANAGEMENT, L.L.C. | $415,986 | $209,657,000 | — | $209,657,000 |
| 82 | CARPENTER, CLAYDON ADVISORS, INC. | $548,652 | $3,887,265 | $199,113,861 | $203,001,126 |
| 83 | RIVERPLACE CAPITAL MANAGEMENT INC | $707,700 | $200,986,846 | — | $200,986,846 |
| 84 | INSTRUMENTAL WEALTH, LLC | $137,526 | $189,952,799 | $3,821,921 | $193,774,720 |
| 85 | RUTHERFORD ASSET PLANNING, INC. | $576,287 | $193,056,034 | — | $193,056,034 |
| 86 | MADDEN ADVISORY SERVICES, INC. | $316,050 | $189,314,214 | — | $189,314,214 |
| 87 | CATHY PARETO AND ASSOCIATES | $379,209 | $188,467,006 | — | $188,467,006 |
| 88 | FIRSTRUST | $1,516,129 | $177,000,000 | $11,000,000 | $188,000,000 |
| 89 | WALL ADVISORS, INC. | $425,592 | $181,181,193 | $4,802,650 | $185,983,843 |
| 90 | NAPLES MONEY MANAGEMENT LLC | $317,145 | $171,818,147 | $11,808,667 | $183,626,814 |
| 91 | TREASURE COAST FINANCIAL PLANNING, INC. | $305,675 | $179,908,992 | $3,190,311 | $183,099,303 |
| 92 | G & O FINANCIAL SERVICES, INC. | $1,522,476 | $139,909,953 | $36,697,207 | $176,607,160 |
| 93 | RIVERTREE ADVISORS, LLC | $573,072 | $169,328,932 | $6,030,983 | $175,359,915 |
| 94 | SPECTRA INVESTMENT MANAGEMENT, LLC | $1,806,941 | $167,009,474 | $6,456,864 | $173,466,338 |
| 95 | RD LEWIS WEALTH MANAGEMENT | $259,601 | $173,413,745 | — | $173,413,745 |
| 96 | MILLARES ASSET MANAGEMENT, LLC | $1,321,609 | $173,130,762 | — | $173,130,762 |
| 97 | AEGIS WEALTH MANAGEMENT, LLC | $444,420 | $59,055,072 | $110,713,179 | $169,768,251 |
| 98 | DAVIS CAPITAL MANAGEMENT | $331,014 | $166,200,000 | $300,000 | $166,500,000 |
| 99 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | $1,006,278 | — | $166,035,815 | $166,035,815 |
| 100 | MATTHIAS PRIVATE WEALTH, LLC | $413,938 | $141,641,234 | $23,933,963 | $165,575,197 |
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.
