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
51DISCIPLINED EQUITY MANAGEMENT, INC.$410,166$237,896,157$237,896,157
52COMPOUND FAMILY OFFICES, LLC$2,188,962$238,596,854$238,596,854
53CAMARDA WEALTH ADVISORY GROUP$204,635$239,587,275$4,542,161$244,129,436
54RWM ASSET MANAGEMENT, LLC$1,615,301$240,151,211$528,571$240,679,782
55MADDEN ADVISORY SERVICES, INC.$474,550$248,189,556$248,189,556
56AMERICAN ASSET MANAGEMENT INC.$725,738$251,105,460$251,105,460
57CORE WEALTH ADVISORS, INC.$495,117$267,237,081$125,911$267,362,992
58WINNING POINTS ADVISORS, L.L.C.$512,935$268,778,000$268,778,000
59SKY ALPHA ASSET ADVISORS LLC$1,867,790$276,432,886$276,432,886
60GYROSCOPE CAPITAL MANAGEMENT GROUP LLC$464,329$286,955,486$286,955,486
61PARAGON WEALTH STRATEGIES, LLC.$312,990$308,912,787$11,902,436$320,815,223
62CASTLE WEALTH MANAGEMENT$527,653$310,276,479$44,834,019$355,110,498
63ARBOR WEALTH$322,953$313,910,486$313,910,486
64RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$490,504$322,751,407$322,751,407
65COMPASS FINANCIAL GROUP, INC.$867,415$340,894,250$340,894,250
66BRAY CAPITAL ADVISORS, LLC$1,417,243$355,727,994$355,727,994
67B&C FINANCIAL ADVISORS$369,427$365,048,009$5,118,314$370,166,323
68ELEMENT POINTE ADVISORS$2,459,618$385,625,928$20,211,122$405,837,050
69TOBIAS FINANCIAL ADVISORS$366,212$410,400,000$18,800,000$429,200,000
70BILTMORE CAPITAL ADVISORS$552,155$437,859,206$437,859,206
71NOESIS CAPITAL MANAGEMENT CORP$623,962$472,821,392$48,811,047$521,632,439
72BLUE OCEAN CAPITAL$1,080,615$514,372,567$514,372,567
73LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT$335,781$530,092,987$184,113,933$714,206,920
74FIRESTONE CAPITAL MANAGEMENT INC$500,737$539,100,000$4,700,000$543,800,000
75AVIANCE CAPITAL PARTNERS LLC$1,054,623$565,003,592$29,803,554$594,807,146
76SUNCOAST EQUITY MANAGEMENT, LLC$697,117$583,486,835$583,486,835
77CV ADVISORS LLC$7,354,756$586,067,427$6,224,436,405$6,810,503,832
78ARS WEALTH ADVISORS$417,709$627,044,500$10,379,918$637,424,418
79MOISAND FITZGERALD TAMAYO, LLC$276,893$648,180,983$2,239,948$650,420,931
80AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
81PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
82J. L. BAINBRIDGE & CO., INC.$441,076$812,903,745$812,903,745
83SLATESTONE WEALTH LLC$575,380$1,028,033,310$12,828,307$1,040,861,617
84DOYLE WEALTH MANAGEMENT, INC.$510,559$1,076,447,308$11,554,447$1,088,001,755
85DAKOTA WEALTH, LLC$497,262$1,138,772,443$3,935,548$1,142,707,991
86HERITAGE INVESTMENT GROUP, INC.$752,287$1,354,868,446$1,354,868,446
87YALE CAPITAL CORP.$18,042,448$1,912,499,533$1,912,499,533
88RESOURCE CONSULTING GROUP$889,343$2,030,370,126$2,030,370,126
89EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$476,504$2,094,399,225$1,741,087$2,096,140,312
90WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
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Showing 51 to 90 of 90 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.