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
1WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
2EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$476,504$2,094,399,225$1,741,087$2,096,140,312
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
7DOYLE WEALTH MANAGEMENT, INC.$510,559$1,076,447,308$11,554,447$1,088,001,755
8SLATESTONE WEALTH LLC$575,380$1,028,033,310$12,828,307$1,040,861,617
9J. L. BAINBRIDGE & CO., INC.$441,076$812,903,745$812,903,745
10PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
11AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
12MOISAND FITZGERALD TAMAYO, LLC$276,893$648,180,983$2,239,948$650,420,931
13ARS WEALTH ADVISORS$417,709$627,044,500$10,379,918$637,424,418
14CV ADVISORS LLC$7,354,756$586,067,427$6,224,436,405$6,810,503,832
15SUNCOAST EQUITY MANAGEMENT, LLC$697,117$583,486,835$583,486,835
16AVIANCE CAPITAL PARTNERS LLC$1,054,623$565,003,592$29,803,554$594,807,146
17FIRESTONE CAPITAL MANAGEMENT INC$500,737$539,100,000$4,700,000$543,800,000
18LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT$335,781$530,092,987$184,113,933$714,206,920
19BLUE OCEAN CAPITAL$1,080,615$514,372,567$514,372,567
20NOESIS CAPITAL MANAGEMENT CORP$623,962$472,821,392$48,811,047$521,632,439
21BILTMORE CAPITAL ADVISORS$552,155$437,859,206$437,859,206
22TOBIAS FINANCIAL ADVISORS$366,212$410,400,000$18,800,000$429,200,000
23ELEMENT POINTE ADVISORS$2,459,618$385,625,928$20,211,122$405,837,050
24B&C FINANCIAL ADVISORS$369,427$365,048,009$5,118,314$370,166,323
25BRAY CAPITAL ADVISORS, LLC$1,417,243$355,727,994$355,727,994
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
28ARBOR WEALTH$322,953$313,910,486$313,910,486
29CASTLE WEALTH MANAGEMENT$527,653$310,276,479$44,834,019$355,110,498
30PARAGON WEALTH STRATEGIES, LLC.$312,990$308,912,787$11,902,436$320,815,223
31GYROSCOPE CAPITAL MANAGEMENT GROUP LLC$464,329$286,955,486$286,955,486
32SKY ALPHA ASSET ADVISORS LLC$1,867,790$276,432,886$276,432,886
33WINNING POINTS ADVISORS, L.L.C.$512,935$268,778,000$268,778,000
34CORE WEALTH ADVISORS, INC.$495,117$267,237,081$125,911$267,362,992
35AMERICAN ASSET MANAGEMENT INC.$725,738$251,105,460$251,105,460
36MADDEN ADVISORY SERVICES, INC.$474,550$248,189,556$248,189,556
37RWM ASSET MANAGEMENT, LLC$1,615,301$240,151,211$528,571$240,679,782
38CAMARDA WEALTH ADVISORY GROUP$204,635$239,587,275$4,542,161$244,129,436
39COMPOUND FAMILY OFFICES, LLC$2,188,962$238,596,854$238,596,854
40DISCIPLINED EQUITY MANAGEMENT, INC.$410,166$237,896,157$237,896,157
41ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
42INVESTMENT ADVISORY PROFESSIONALS LLC$1,602,143$224,300,000$224,300,000
43CHIRON CAPITAL MANAGEMENT, LLC$239,444$223,836,733$282,949$224,119,682
44LIFE PLANNING PARTNERS, INC.$351,531$216,287,082$607,540$216,894,622
45THE LUBITZ FINANCIAL GROUP$329,660$215,267,835$215,267,835
46SALTMARSH FINANCIAL ADVISORS, L.L.C.$525,606$211,293,758$211,293,758
47BANYAN GLOBAL INVESTMENT ADVISORS, LLC$1,475,913$208,103,708$208,103,708
48CLIENT 1ST ADVISORY GROUP$300,733$179,375,943$3,470,000$182,845,943
49BRIGHTWATER ADVISORY, LLC$304,202$178,382,390$5,659,645$184,042,035
50NORTHSTAR FINANCIAL PLANNERS, INC.$646,919$175,314,992$175,314,992
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Showing 1 to 50 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.