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
1SEA HUNTER CAPITAL$1,425,384$102,627,642$102,627,642
2BAUERLE FINANCIAL, INC$192,608$99,005,969$5,194,759$104,200,728
3FORZA WEALTH MANAGEMENT$532,711$106,893,829$1,779,189$108,673,018
4DAVIS CAPITAL MANAGEMENT$920,168$109,200,000$300,000$109,500,000
5BLUEKEY WEALTH ADVISORS, LLC$294,969$105,900,627$4,122,847$110,023,474
6TCWP LLC$337,537$107,716,759$2,995,537$110,712,296
7HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$226,966$96,800,000$24,400,000$121,200,000
8NAPLES MONEY MANAGEMENT LLC$285,822$119,929,603$6,689,613$126,619,216
9UTOPIA WEALTH MANAGEMENT, LLC$3,174,440$126,977,616$126,977,616
10MATTHIAS PRIVATE WEALTH, LLC$344,866$98,756,240$28,499,216$127,255,456
11TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
12MACKE FINANCIAL ADVISORY GROUP$251,139$121,617,396$6,714,567$128,331,963
13GRAND CENTRAL INVESTMENT GROUP, LLC$309,589$111,226,026$25,921,765$137,147,791
14VESTA WEALTH MANAGEMENT, LLC$437,500$113,444,867$23,930,129$137,374,996
15RUTHERFORD ASSET PLANNING, INC.$495,405$139,704,164$139,704,164
16BELLEAIR ASSET MANAGEMENT, LLC$495,991$85,869,424$55,983,932$141,853,356
17FINANCIAL MANAGEMENT CONCEPTS$251,486$145,610,229$145,610,229
18CATHY PARETO AND ASSOCIATES$352,245$147,238,615$147,238,615
19DORMAN FINANCIAL MANAGEMENT, P.A.$162,154$148,120,546$898,636$149,019,182
20G & O FINANCIAL SERVICES, INC.$1,296,163$134,517,857$14,540,917$149,058,774
21CHRONOS WEALTH MANAGEMENT, L.L.C.$285,613$149,946,691$149,946,691
22TREASURE COAST FINANCIAL PLANNING, INC.$276,643$152,153,625$152,153,625
23BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
24ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
25FIDUCIARY WEALTH ADVISORS, LLC$2,287,425$157,832,355$157,832,355
26RIVERTREE ADVISORS, LLC$615,987$157,247,277$1,677,477$158,924,754
27MILLARES ASSET MANAGEMENT, LLC$977,695$163,275,141$163,275,141
28CARPENTER, CLAYDON ADVISORS, INC.$646,464$3,924,919$160,276,949$164,201,868
29CORE WEALTH MANAGEMENT, INC.$313,521$167,106,487$167,106,487
30RM PRIVATE WEALTH MANAGEMENT INC.$1,066,242$167,400,000$167,400,000
31FIRSTRUST$1,307,692$162,000,000$8,000,000$170,000,000
32SPRAKER WEALTH MANAGEMENT INC$484,788$171,615,039$171,615,039
33ALHAMBRA INVESTMENT MANAGEMENT LLC$519,429$147,278,841$27,768,596$175,047,437
34NORTHSTAR FINANCIAL PLANNERS, INC.$646,919$175,314,992$175,314,992
35CLIENT 1ST ADVISORY GROUP$300,733$179,375,943$3,470,000$182,845,943
36BRIGHTWATER ADVISORY, LLC$304,202$178,382,390$5,659,645$184,042,035
37FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
38BANYAN GLOBAL INVESTMENT ADVISORS, LLC$1,475,913$208,103,708$208,103,708
39SALTMARSH FINANCIAL ADVISORS, L.L.C.$525,606$211,293,758$211,293,758
40THE LUBITZ FINANCIAL GROUP$329,660$215,267,835$215,267,835
41LIFE PLANNING PARTNERS, INC.$351,531$216,287,082$607,540$216,894,622
42CHIRON CAPITAL MANAGEMENT, LLC$239,444$223,836,733$282,949$224,119,682
43INVESTMENT ADVISORY PROFESSIONALS LLC$1,602,143$224,300,000$224,300,000
44ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
45DISCIPLINED EQUITY MANAGEMENT, INC.$410,166$237,896,157$237,896,157
46COMPOUND FAMILY OFFICES, LLC$2,188,962$238,596,854$238,596,854
47RWM ASSET MANAGEMENT, LLC$1,615,301$240,151,211$528,571$240,679,782
48CAMARDA WEALTH ADVISORY GROUP$204,635$239,587,275$4,542,161$244,129,436
49MADDEN ADVISORY SERVICES, INC.$474,550$248,189,556$248,189,556
50AMERICAN ASSET MANAGEMENT INC.$725,738$251,105,460$251,105,460
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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 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.