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
1WE Family Offices$109,455,964$8,537,565,208$8,537,565,208
2Water Oak Advisors, Llc$1,111,937$2,101,164,206$144,948,809$2,246,113,015
3Resource Consulting Group$889,343$2,030,370,126$2,030,370,126
4Yale Capital Corp.$18,042,448$1,912,499,533$1,912,499,533
5Heritage Investment Group, Inc.$752,287$1,354,868,446$1,354,868,446
6Dakota Wealth, Llc$497,262$1,138,772,443$3,935,548$1,142,707,991
7Slatestone Wealth Llc$575,380$1,028,033,310$12,828,307$1,040,861,617
8J. L. Bainbridge & Co., Inc.$441,076$812,903,745$812,903,745
9Landsberg Bennett Private Wealth Management$335,781$530,092,987$184,113,933$714,206,920
10Affiliated Private Investors Llc$22,421,314$672,639,433$672,639,433
11Moisand Fitzgerald Tamayo, Llc$276,893$648,180,983$2,239,948$650,420,931
12Ars Wealth Advisors$417,709$627,044,500$10,379,918$637,424,418
13Aviance Capital Partners Llc$1,054,623$565,003,592$29,803,554$594,807,146
14Suncoast Equity Management, Llc$697,117$583,486,835$583,486,835
15American Financial Advisors Inc$345,506$558,682,841$558,682,841
16Firestone Capital Management Inc$500,737$539,100,000$4,700,000$543,800,000
17Noesis Capital Management Corp$623,962$472,821,392$48,811,047$521,632,439
18Blue Ocean Capital$1,080,615$514,372,567$514,372,567
19Fitzroy Investment Advisors Llc$11,959,212$442,490,860$442,490,860
20Biltmore Capital Advisors$552,155$437,859,206$437,859,206
21Tobias Financial Advisors$366,212$410,400,000$18,800,000$429,200,000
22B&C Financial Advisors$369,427$365,048,009$5,118,314$370,166,323
23Aston Capital Management$35,957,045$95,690,038$263,880,409$359,570,447
24Bray Capital Advisors, Llc$1,417,243$355,727,994$355,727,994
25Castle Wealth Management$527,653$310,276,479$44,834,019$355,110,498
26Compass Financial Group, Inc.$867,415$340,894,250$340,894,250
27Rainey & Randall Investment Management, Inc.$490,504$322,751,407$322,751,407
28Paragon Wealth Strategies, Llc.$312,990$308,912,787$11,902,436$320,815,223
29Arbor Wealth Management, Llc$322,953$313,910,486$313,910,486
30Gyroscope Capital Management Group Llc$464,329$286,955,486$286,955,486
31Core Wealth Advisors, Inc.$495,117$267,237,081$125,911$267,362,992
32Tim Looney Investments, Llc$277,073$266,267,278$266,267,278
33Marquis Wealth Management Group$316,215$46,911,521$216,179,632$263,091,153
34American Asset Management Inc.$725,738$251,105,460$251,105,460
35Madden Advisory Services, Inc.$474,550$248,189,556$248,189,556
36Rwm Asset Management, Llc$1,615,301$240,151,211$528,571$240,679,782
37Compound Family Offices, Llc$2,188,962$238,596,854$238,596,854
38Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
39Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
40Allgen Financial Advisors, Inc.$151,804$235,296,000$235,296,000
41Investment Advisory Professionals Llc$1,602,143$224,300,000$224,300,000
42Life Planning Partners, Inc.$351,531$216,287,082$607,540$216,894,622
43Saltmarsh Financial Advisors, L.L.C.$525,606$211,293,758$211,293,758
44Banyan Global Investment Advisors, Llc$1,475,913$208,103,708$208,103,708
45Client 1St Advisory Group$300,733$179,375,943$3,470,000$182,845,943
46Northstar Financial Planners, Inc.$646,919$175,314,992$175,314,992
47Spraker Wealth Management Inc$484,788$171,615,039$171,615,039
48Core Wealth Management, Inc.$313,521$167,106,487$167,106,487
49Carpenter, Claydon Advisors, Inc.$646,464$3,924,919$160,276,949$164,201,868
50Millares Asset Management, Llc$977,695$163,275,141$163,275,141
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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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 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 June 5, 2019.