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
51Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
52Investment Advisory Professionals LLC$574,572$235,000,000$235,000,000
53Life Planning Partners, Inc.$409,774$231,972,894$778,956$232,751,850
54Winning Points Advisors, L.L.C.$443,193$232,233,164$232,233,164
55Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
56Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
57River Capital Advisors, Lc$469,193$175,300,052$55,073,616$230,373,668
58Saltmarsh Financial Advisors, L.L.C.$519,966$228,785,000$228,785,000
59Lubitz Linda S Cfp Pa$338,950$219,978,574$219,978,574
60Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
61Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
62Financial Harvest, LLC$272,816$204,264,628$620,440$204,885,068
63Alhambra Investment Partners LLC$539,676$169,945,147$32,433,307$202,378,454
64Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
65RM Private Wealth Management Inc.$1,141,176$194,000,000$194,000,000
66Spraker Wealth Management Inc$532,721$192,844,866$192,844,866
67Luma Capital LLC$3,180,867$44,584,064$146,267,926$190,851,990
68Carpenter, Claydon Advisors, Inc.$607,499$4,542,103$180,744,943$185,287,046
69FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
70Northstar Financial Planners, Inc.$245,309$180,792,475$180,792,475
71Banyan Global Investment Advisors, LLC$1,021,225$180,756,785$180,756,785
72Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
73Firstrust LLC$1,273,381$166,000,000$11,000,000$177,000,000
74Millares Asset Management, LLC$1,045,251$176,647,383$176,647,383
75Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
76Rutherford Asset Planning, Inc.$567,429$173,065,840$173,065,840
77TCWP LLC$362,279$166,626,166$5,456,496$172,082,662
78Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
79Rivertree Advisors, LLC$557,310$158,917,261$2,702,748$161,620,009
80Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
81Financial Management Concepts$267,870$158,311,295$158,311,295
82Vesta Wealth Management, LLC$490,528$131,573,787$26,376,212$157,949,999
83G & O Financial Services, Inc.$1,430,591$142,852,972$14,512,056$157,365,028
84ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
85BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
86Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
87Utopia Wealth Management, LLC$2,306,575$152,233,921$152,233,921
88Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
89Naples Money Management LLC$848,362$133,909,619$12,008,563$145,918,182
90Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
91Matthias Private Wealth, LLC$395,091$113,003,893$28,833,854$141,837,747
92Guardsman Private Capital Management, Inc.$5,437,722$80,942,166$60,438,610$141,380,776
93RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
94Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
95Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
96Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
97Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
98Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
99Davis Capital Management LLC$345,013$128,000,000$128,000,000
100TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
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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.