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
51Lubitz Linda S Cfp Pa$338,950$219,978,574$219,978,574
52Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
53Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
54Financial Harvest, LLC$272,816$204,264,628$620,440$204,885,068
55RM Private Wealth Management Inc.$1,141,176$194,000,000$194,000,000
56Spraker Wealth Management Inc$532,721$192,844,866$192,844,866
57Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
58Northstar Financial Planners, Inc.$245,309$180,792,475$180,792,475
59Banyan Global Investment Advisors, LLC$1,021,225$180,756,785$180,756,785
60Millares Asset Management, LLC$1,045,251$176,647,383$176,647,383
61River Capital Advisors, Lc$469,193$175,300,052$55,073,616$230,373,668
62Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
63Rutherford Asset Planning, Inc.$567,429$173,065,840$173,065,840
64Alhambra Investment Partners LLC$539,676$169,945,147$32,433,307$202,378,454
65Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
66TCWP LLC$362,279$166,626,166$5,456,496$172,082,662
67Firstrust LLC$1,273,381$166,000,000$11,000,000$177,000,000
68Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
69Rivertree Advisors, LLC$557,310$158,917,261$2,702,748$161,620,009
70Financial Management Concepts$267,870$158,311,295$158,311,295
71Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
72ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
73Utopia Wealth Management, LLC$2,306,575$152,233,921$152,233,921
74Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
75FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
76G & O Financial Services, Inc.$1,430,591$142,852,972$14,512,056$157,365,028
77RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
78Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
79Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
80Naples Money Management LLC$848,362$133,909,619$12,008,563$145,918,182
81Vesta Wealth Management, LLC$490,528$131,573,787$26,376,212$157,949,999
82Davis Capital Management LLC$345,013$128,000,000$128,000,000
83TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
84Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
85Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
86Wall Advisors, Inc.$314,872$121,906,371$4,042,567$125,948,938
87Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
88The Tenret Company, LLC$1,347,810$121,302,898$121,302,898
89Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
90Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
91Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
92Forza Wealth Management, LLC$559,084$113,830,753$1,899,714$115,730,467
93Matthias Private Wealth, LLC$395,091$113,003,893$28,833,854$141,837,747
94Spectra Investment Management, LLC$1,452,239$112,983,080$3,196,046$116,179,126
95Sea Hunter Capital LLC$1,409,919$107,153,851$107,153,851
96Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
97Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
98Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
99ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
100Guardsman Private Capital Management, Inc.$5,437,722$80,942,166$60,438,610$141,380,776
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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.