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
1Affiliated Private Investors Llc$22,421,314$672,639,433$672,639,433
2Allgen Financial Advisors, Inc.$151,804$235,296,000$235,296,000
3American Asset Management Inc.$725,738$251,105,460$251,105,460
4American Financial Advisors Inc$345,506$558,682,841$558,682,841
5Arbor Wealth Management, Llc$322,953$313,910,486$313,910,486
6Ars Wealth Advisors$417,709$627,044,500$10,379,918$637,424,418
7Aston Capital Management$35,957,045$95,690,038$263,880,409$359,570,447
8Aviance Capital Partners Llc$1,054,623$565,003,592$29,803,554$594,807,146
9B&C Financial Advisors$369,427$365,048,009$5,118,314$370,166,323
10Baldwin & Associates$280,842$154,744,210$154,744,210
11Banyan Global Investment Advisors, Llc$1,475,913$208,103,708$208,103,708
12Belleair Asset Management, Llc$495,991$85,869,424$55,983,932$141,853,356
13Biltmore Capital Advisors$552,155$437,859,206$437,859,206
14Blue Ocean Capital$1,080,615$514,372,567$514,372,567
15Bluekey Wealth Advisors, Llc$294,969$105,900,627$4,122,847$110,023,474
16Bray Capital Advisors, Llc$1,417,243$355,727,994$355,727,994
17Carpenter, Claydon Advisors, Inc.$646,464$3,924,919$160,276,949$164,201,868
18Castle Wealth Management$527,653$310,276,479$44,834,019$355,110,498
19Client 1St Advisory Group$300,733$179,375,943$3,470,000$182,845,943
20Compass Financial Group, Inc.$867,415$340,894,250$340,894,250
21Compound Family Offices, Llc$2,188,962$238,596,854$238,596,854
22Core Wealth Advisors, Inc.$495,117$267,237,081$125,911$267,362,992
23Core Wealth Management, Inc.$313,521$167,106,487$167,106,487
24Dakota Wealth, Llc$497,262$1,138,772,443$3,935,548$1,142,707,991
25Davis Capital Management$920,168$109,200,000$300,000$109,500,000
26Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
27Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
28Dorman Financial Management, P.A.$162,154$148,120,546$898,636$149,019,182
29Fiduciary Wealth Advisors, Llc$2,287,425$157,832,355$157,832,355
30Financial Management Concepts$251,486$145,610,229$145,610,229
31Firestone Capital Management Inc$500,737$539,100,000$4,700,000$543,800,000
32Fitzroy Investment Advisors Llc$11,959,212$442,490,860$442,490,860
33G & O Financial Services, Inc.$1,296,163$134,517,857$14,540,917$149,058,774
34Grand Central Investment Group, Llc$309,589$111,226,026$25,921,765$137,147,791
35Gyroscope Capital Management Group Llc$464,329$286,955,486$286,955,486
36Heritage Investment Group, Inc.$752,287$1,354,868,446$1,354,868,446
37Investment Advisory Professionals Llc$1,602,143$224,300,000$224,300,000
38J. L. Bainbridge & Co., Inc.$441,076$812,903,745$812,903,745
39Landsberg Bennett Private Wealth Management$335,781$530,092,987$184,113,933$714,206,920
40Life Planning Partners, Inc.$351,531$216,287,082$607,540$216,894,622
41Macke Financial Advisory Group$251,139$121,617,396$6,714,567$128,331,963
42Madden Advisory Services, Inc.$474,550$248,189,556$248,189,556
43Marquis Wealth Management Group$316,215$46,911,521$216,179,632$263,091,153
44Matthias Private Wealth, Llc$344,866$98,756,240$28,499,216$127,255,456
45Millares Asset Management, Llc$977,695$163,275,141$163,275,141
46Moisand Fitzgerald Tamayo, Llc$276,893$648,180,983$2,239,948$650,420,931
47Naples Money Management Llc$285,822$119,929,603$6,689,613$126,619,216
48Noesis Capital Management Corp$623,962$472,821,392$48,811,047$521,632,439
49Northstar Financial Planners, Inc.$646,919$175,314,992$175,314,992
50Paragon Wealth Strategies, Llc.$312,990$308,912,787$11,902,436$320,815,223
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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.