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
2AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
3Alhambra Investment Partners LLC$539,676$169,945,147$32,433,307$202,378,454
4Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
5Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
6American Financial Advisors Inc$439,769$635,027,053$635,027,053
7Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
8Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
9ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
10ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
11Aviance Capital Partners LLC$914,569$557,497,035$390,028$557,887,063
12BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
13Banyan Global Investment Advisors, LLC$1,021,225$180,756,785$180,756,785
14Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
15Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
16Biltmore Capital Advisors, LLC$551,422$519,439,416$519,439,416
17Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
18Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
19Breiter Capital Management Inc$590,842$314,327,980$314,327,980
20Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
21Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
22Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
23Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
24Carpenter, Claydon Advisors, Inc.$607,499$4,542,103$180,744,943$185,287,046
25Castle Wealth Management LLC$516,545$380,901,426$11,155,909$392,057,335
26Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
27Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
28Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
29Compass Financial Group, Inc.$870,077$357,601,500$357,601,500
30Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
31Core Wealth Advisors, Inc.$561,977$324,690,088$132,585$324,822,673
32Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
33CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
34CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
35Dakota Wealth, LLC$555,870$1,418,995,059$1,253,798$1,420,248,857
36Davis Capital Management LLC$345,013$128,000,000$128,000,000
37Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
38Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
39Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
40Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
41Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
42Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
43Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
44Financial Harvest, LLC$272,816$204,264,628$620,440$204,885,068
45Financial Management Concepts$267,870$158,311,295$158,311,295
46Firestone Capital Management Inc$511,241$564,200,000$4,300,000$568,500,000
47Firstrust LLC$1,273,381$166,000,000$11,000,000$177,000,000
48Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
49FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
50Forza Wealth Management, LLC$559,084$113,830,753$1,899,714$115,730,467
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Showing 1 to 50 of 109 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 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.