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 MANAGEMENT LLC$519,429$147,278,841$27,768,596$175,047,437
4ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
5AMERICAN ASSET MANAGEMENT INC.$725,738$251,105,460$251,105,460
6AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
7ARBOR WEALTH$322,953$313,910,486$313,910,486
8ARS WEALTH ADVISORS$417,709$627,044,500$10,379,918$637,424,418
9ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
10AVIANCE CAPITAL PARTNERS LLC$1,054,623$565,003,592$29,803,554$594,807,146
11B&C FINANCIAL ADVISORS$369,427$365,048,009$5,118,314$370,166,323
12BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
13BANYAN GLOBAL INVESTMENT ADVISORS, LLC$1,475,913$208,103,708$208,103,708
14BAUERLE FINANCIAL, INC$192,608$99,005,969$5,194,759$104,200,728
15BELLEAIR ASSET MANAGEMENT, LLC$495,991$85,869,424$55,983,932$141,853,356
16BILTMORE CAPITAL ADVISORS$552,155$437,859,206$437,859,206
17BLUE OCEAN CAPITAL$1,080,615$514,372,567$514,372,567
18BLUEKEY WEALTH ADVISORS, LLC$294,969$105,900,627$4,122,847$110,023,474
19BRAY CAPITAL ADVISORS, LLC$1,417,243$355,727,994$355,727,994
20BRIGHTWATER ADVISORY, LLC$304,202$178,382,390$5,659,645$184,042,035
21CAMARDA WEALTH ADVISORY GROUP$204,635$239,587,275$4,542,161$244,129,436
22CARPENTER, CLAYDON ADVISORS, INC.$646,464$3,924,919$160,276,949$164,201,868
23CASTLE WEALTH MANAGEMENT$527,653$310,276,479$44,834,019$355,110,498
24CATHY PARETO AND ASSOCIATES$352,245$147,238,615$147,238,615
25CHIRON CAPITAL MANAGEMENT, LLC$239,444$223,836,733$282,949$224,119,682
26CHRONOS WEALTH MANAGEMENT, L.L.C.$285,613$149,946,691$149,946,691
27CLIENT 1ST ADVISORY GROUP$300,733$179,375,943$3,470,000$182,845,943
28COMPASS FINANCIAL GROUP, INC.$867,415$340,894,250$340,894,250
29COMPOUND FAMILY OFFICES, LLC$2,188,962$238,596,854$238,596,854
30CORE WEALTH ADVISORS, INC.$495,117$267,237,081$125,911$267,362,992
31CORE WEALTH MANAGEMENT, INC.$313,521$167,106,487$167,106,487
32CV ADVISORS LLC$7,354,756$586,067,427$6,224,436,405$6,810,503,832
33DAKOTA WEALTH, LLC$497,262$1,138,772,443$3,935,548$1,142,707,991
34DAVIS CAPITAL MANAGEMENT$920,168$109,200,000$300,000$109,500,000
35DISCIPLINED EQUITY MANAGEMENT, INC.$410,166$237,896,157$237,896,157
36DORMAN FINANCIAL MANAGEMENT, P.A.$162,154$148,120,546$898,636$149,019,182
37DOYLE WEALTH MANAGEMENT, INC.$510,559$1,076,447,308$11,554,447$1,088,001,755
38ELEMENT POINTE ADVISORS$2,459,618$385,625,928$20,211,122$405,837,050
39EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$476,504$2,094,399,225$1,741,087$2,096,140,312
40FIDUCIARY WEALTH ADVISORS, LLC$2,287,425$157,832,355$157,832,355
41FINANCIAL MANAGEMENT CONCEPTS$251,486$145,610,229$145,610,229
42FIRESTONE CAPITAL MANAGEMENT INC$500,737$539,100,000$4,700,000$543,800,000
43FIRSTRUST$1,307,692$162,000,000$8,000,000$170,000,000
44FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
45FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
46FORZA WEALTH MANAGEMENT$532,711$106,893,829$1,779,189$108,673,018
47G & O FINANCIAL SERVICES, INC.$1,296,163$134,517,857$14,540,917$149,058,774
48GRAND CENTRAL INVESTMENT GROUP, LLC$309,589$111,226,026$25,921,765$137,147,791
49GYROSCOPE CAPITAL MANAGEMENT GROUP LLC$464,329$286,955,486$286,955,486
50HERITAGE INVESTMENT GROUP, INC.$752,287$1,354,868,446$1,354,868,446
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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.