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
1FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
2WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
3TIM LOONEY INVESTMENTS, LLC$277,073$266,267,278$266,267,278
4AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
5BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
6CARPENTER, CLAYDON ADVISORS, INC.$646,464$3,924,919$160,276,949$164,201,868
7MARQUIS WEALTH MANAGEMENT GROUP$316,215$46,911,521$216,179,632$263,091,153
8BELLEAIR ASSET MANAGEMENT, LLC$495,991$85,869,424$55,983,932$141,853,356
9ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
10HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$226,966$96,800,000$24,400,000$121,200,000
11MATTHIAS PRIVATE WEALTH, LLC$344,866$98,756,240$28,499,216$127,255,456
12BAUERLE FINANCIAL, INC$192,608$99,005,969$5,194,759$104,200,728
13SEA HUNTER CAPITAL$1,425,384$102,627,642$102,627,642
14BLUEKEY WEALTH ADVISORS, LLC$294,969$105,900,627$4,122,847$110,023,474
15FORZA WEALTH MANAGEMENT$532,711$106,893,829$1,779,189$108,673,018
16TCWP LLC$337,537$107,716,759$2,995,537$110,712,296
17DAVIS CAPITAL MANAGEMENT$920,168$109,200,000$300,000$109,500,000
18GRAND CENTRAL INVESTMENT GROUP, LLC$309,589$111,226,026$25,921,765$137,147,791
19VESTA WEALTH MANAGEMENT, LLC$437,500$113,444,867$23,930,129$137,374,996
20NAPLES MONEY MANAGEMENT LLC$285,822$119,929,603$6,689,613$126,619,216
21MACKE FINANCIAL ADVISORY GROUP$251,139$121,617,396$6,714,567$128,331,963
22TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
23UTOPIA WEALTH MANAGEMENT, LLC$3,174,440$126,977,616$126,977,616
24G & O FINANCIAL SERVICES, INC.$1,296,163$134,517,857$14,540,917$149,058,774
25RUTHERFORD ASSET PLANNING, INC.$495,405$139,704,164$139,704,164
26FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
27FINANCIAL MANAGEMENT CONCEPTS$251,486$145,610,229$145,610,229
28CATHY PARETO AND ASSOCIATES$352,245$147,238,615$147,238,615
29ALHAMBRA INVESTMENT MANAGEMENT LLC$519,429$147,278,841$27,768,596$175,047,437
30DORMAN FINANCIAL MANAGEMENT, P.A.$162,154$148,120,546$898,636$149,019,182
31CHRONOS WEALTH MANAGEMENT, L.L.C.$285,613$149,946,691$149,946,691
32TREASURE COAST FINANCIAL PLANNING, INC.$276,643$152,153,625$152,153,625
33ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
34RIVERTREE ADVISORS, LLC$615,987$157,247,277$1,677,477$158,924,754
35FIDUCIARY WEALTH ADVISORS, LLC$2,287,425$157,832,355$157,832,355
36FIRSTRUST$1,307,692$162,000,000$8,000,000$170,000,000
37MILLARES ASSET MANAGEMENT, LLC$977,695$163,275,141$163,275,141
38CORE WEALTH MANAGEMENT, INC.$313,521$167,106,487$167,106,487
39RM PRIVATE WEALTH MANAGEMENT INC.$1,066,242$167,400,000$167,400,000
40SPRAKER WEALTH MANAGEMENT INC$484,788$171,615,039$171,615,039
41NORTHSTAR FINANCIAL PLANNERS, INC.$646,919$175,314,992$175,314,992
42BRIGHTWATER ADVISORY, LLC$304,202$178,382,390$5,659,645$184,042,035
43CLIENT 1ST ADVISORY GROUP$300,733$179,375,943$3,470,000$182,845,943
44BANYAN GLOBAL INVESTMENT ADVISORS, LLC$1,475,913$208,103,708$208,103,708
45SALTMARSH FINANCIAL ADVISORS, L.L.C.$525,606$211,293,758$211,293,758
46THE LUBITZ FINANCIAL GROUP$329,660$215,267,835$215,267,835
47LIFE PLANNING PARTNERS, INC.$351,531$216,287,082$607,540$216,894,622
48CHIRON CAPITAL MANAGEMENT, LLC$239,444$223,836,733$282,949$224,119,682
49INVESTMENT ADVISORY PROFESSIONALS LLC$1,602,143$224,300,000$224,300,000
50ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
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Showing 1 to 50 of 90 entries

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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.