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
1ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
2Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
3Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
4Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
5TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
6Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
7Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
8Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
9Northstar Financial Planners, Inc.$245,309$180,792,475$180,792,475
10RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
11Financial Management Concepts$267,870$158,311,295$158,311,295
12Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
13Financial Harvest, LLC$272,816$204,264,628$620,440$204,885,068
14Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
15BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
16Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
17Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
18Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
19Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
20Wall Advisors, Inc.$314,872$121,906,371$4,042,567$125,948,938
21Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
22Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
23Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
24Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
25Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
26Lubitz Linda S Cfp Pa$338,950$219,978,574$219,978,574
27Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
28Davis Capital Management LLC$345,013$128,000,000$128,000,000
29MNS Financial Management, L.L.C.$352,616$49,950,941$245,893,962$295,844,903
30Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
31Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
32TCWP LLC$362,279$166,626,166$5,456,496$172,082,662
33Fourthought Financial, LLC$363,624$950,514,383$950,514,383
34FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
35Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
36Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
37Tobias Financial Advisors, Inc.$378,319$493,000,000$20,000,000$513,000,000
38Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
39Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
40Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
41Matthias Private Wealth, LLC$395,091$113,003,893$28,833,854$141,837,747
42Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
43King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
44Life Planning Partners, Inc.$409,774$231,972,894$778,956$232,751,850
45Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
46American Financial Advisors Inc$439,769$635,027,053$635,027,053
47Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
48Winning Points Advisors, L.L.C.$443,193$232,233,164$232,233,164
49ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
50J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
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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.