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
1Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
2Resource Consulting Group Inc$886,231$2,193,422,143$2,193,422,143
3WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
4Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
5Dakota Wealth, LLC$555,870$1,418,995,059$1,253,798$1,420,248,857
6Heritage Investment Group, Inc.$756,055$1,388,116,487$1,388,116,487
7Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
8Fourthought Financial, LLC$363,624$950,514,383$950,514,383
9Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
10Suncoast Equity Management, LLC$802,038$850,160,087$850,160,087
11Slatestone Wealth LLC$750,165$838,867,989$6,567,414$845,435,403
12PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
13J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
14Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
15Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
16Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
17ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
18AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
19CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
20King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
21The Ullmann Financial Group, Inc.$717,032$575,098,518$7,131,266$582,229,784
22Firestone Capital Management Inc$511,241$564,200,000$4,300,000$568,500,000
23Aviance Capital Partners LLC$914,569$557,497,035$390,028$557,887,063
24Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
25Biltmore Capital Advisors, LLC$551,422$519,439,416$519,439,416
26Noesis Capital Management Corp$660,370$501,745,999$49,002,932$550,748,931
27Tobias Financial Advisors, Inc.$378,319$493,000,000$20,000,000$513,000,000
28CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
29Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
30Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
31Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
32Castle Wealth Management LLC$516,545$380,901,426$11,155,909$392,057,335
33Rainey & Randall Investment Management, Inc.$555,963$371,383,167$371,383,167
34Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
35Compass Financial Group, Inc.$870,077$357,601,500$357,601,500
36The High Net Worth Advisory Group, LLC$674,505$347,165,542$56,188,699$403,354,241
37Core Wealth Advisors, Inc.$561,977$324,690,088$132,585$324,822,673
38Global Trust Asset Management, LLC$518,929$324,658,341$15,240,362$339,898,703
39Breiter Capital Management Inc$590,842$314,327,980$314,327,980
40Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
41Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
42Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
43Sky Alpha Asset Advisors LLC$614,845$247,167,637$247,167,637
44Gyroscope Capital Management Group LLC$455,775$240,649,424$240,649,424
45Investment Advisory Professionals LLC$574,572$235,000,000$235,000,000
46Winning Points Advisors, L.L.C.$443,193$232,233,164$232,233,164
47Life Planning Partners, Inc.$409,774$231,972,894$778,956$232,751,850
48Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
49Saltmarsh Financial Advisors, L.L.C.$519,966$228,785,000$228,785,000
50Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
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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 Carline Murphy.

*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.