RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      101STERLING WEALTH ADVISORS, INC.$324,424$149,883,686—$149,883,686
      102FINANCIAL HARVEST WEALTH ADVISORS$321,659$268,459,357$447,483$268,906,840
      103SUCCESSFUL PORTFOLIOS LLC$319,027$238,917,237$57,458,386$296,375,623
      104NAPLES MONEY MANAGEMENT LLC$317,145$171,818,147$11,808,667$183,626,814
      105MADDEN ADVISORY SERVICES, INC.$316,050$189,314,214—$189,314,214
      106HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$314,786$126,600,000$35,200,000$161,800,000
      107MOISAND FITZGERALD TAMAYO, LLC$309,283$913,608,089$8,364,085$921,972,174
      108TCWP LLC$309,001$694,606,216$32,164,247$726,770,463
      109TIM LOONEY INVESTMENTS, LLC$307,848—$338,324,498$338,324,498
      110TREASURE COAST FINANCIAL PLANNING, INC.$305,675$179,908,992$3,190,311$183,099,303
      111FORTUNE 360 GROUP LLC$303,986$141,353,614—$141,353,614
      112NORTHSTAR FINANCIAL PLANNERS, INC.$300,262$236,005,602—$236,005,602
      113MACKE FINANCIAL ADVISORY GROUP$299,537$128,201,895—$128,201,895
      114GRAND CENTRAL INVESTMENT GROUP, LLC$299,180$96,234,126$28,224,779$124,458,905
      115RD LEWIS WEALTH MANAGEMENT$259,601$173,413,745—$173,413,745
      116CHIRON CAPITAL MANAGEMENT, LLC$258,336$236,706,951$7,162,339$243,869,290
      117SINGER WEALTH ADVISORS LLC$254,809$298,380,789—$298,380,789
      118TOGETHER AND/OR TOGETHER PLANNING$245,003$103,114,729$521,723$103,636,452
      119CAMARDA WEALTH ADVISORY GROUP$219,596$260,569,880$2,945,079$263,514,959
      120KAIROS PRIVATE WEALTH, INC.$212,259$107,103,645$7,728,371$114,832,016
      121SECOND HALF FINANCIAL PARTNERS, LLC$202,712$240,416,458—$240,416,458
      122ARMADA ADVISORS$194,868$151,130,720$4,178,851$155,309,571
      123DORMAN FINANCIAL MANAGEMENT, P.A.$193,570$159,588,083$1,655,482$161,243,565
      124CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC$190,184$124,000,000—$124,000,000
      125RINALDI WEALTH MANAGEMENT, INC.$186,592$133,600,000—$133,600,000
      126ZEHNDER WEALTH MANAGEMENT, LLC$166,290—$128,874,643$128,874,643
      127TOAMS FINANCIAL$160,367$140,000,000—$140,000,000
      128R.L.K. ADVISORY GROUP$151,221$137,611,477—$137,611,477
      129TRUSTWELL FINANCIAL ADVISORS, LLC$147,255$135,740,240$323,694$136,063,934
      130ALLGEN FINANCIAL ADVISORS, INC.$142,580$321,518,894—$321,518,894
      131INSTRUMENTAL WEALTH, LLC$137,526$189,952,799$3,821,921$193,774,720
      132SOUND INCOME STRATEGIES, LLC$137,196$1,615,021,641$84,145,300$1,699,166,941
      133BLACKSTON FINANCIAL ADVISORY GROUP, LLC$131,310$209,263,745$14,357,826$223,621,571
      134TRUADVICE LLC$127,361$752,959,554$4,708,419$757,667,973
      135SOLOMON API, LP$99,285$119,463,880$3,550,000$123,013,880
      136FOURTHOUGHT PRIVATE WEALTH$39,849$1,191,207,558—$1,191,207,558
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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 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.