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
1WE Family Offices$101,406,847$7,402,699,857$7,402,699,857
2CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
3Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
4Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
5Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
6Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
7Steinberg Global Asset Management Ltd.$709,513$919,199,000$125,204,000$1,044,403,000
8Moisand Fitzgerald Tamayo, Llc$1,551,427$890,371,050$28,073,698$918,444,748
9Dakota Wealth, LLC$1,128,197$680,302,961$680,302,961
10Affiliated Private Investors$4,549,204$600,494,951$600,494,951
11Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
12Slatestone Wealth LLC$467,977$517,940,700$110,370$518,051,070
13ARS Wealth Advisors$383,175$495,353,279$7,756,000$503,109,279
14Aviance Capital Partners LLC$897,662$464,638,267$18,304,003$482,942,270
15Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
16Blue Ocean Capital$877,232$443,001,929$443,001,929
17Tillman Hartley LLC$1,923,041$422,929,000$140,000$423,069,000
18Scot McCormick$10,716,733$417,952,594$417,952,594
19Fitzroy Investment Advisors LLC$15,728,200$393,204,990$393,204,990
20Biltmore Capital Advisors$478,114$354,420,589$10,858,736$365,279,325
21Tobias Financial Advisors$326,383$313,500,000$16,800,000$330,300,000
22Compass Financial Group, Inc.$773,467$302,425,750$302,425,750
23Rainey & Randall Investment Management, Inc.$448,356$290,534,550$290,534,550
24Paragon Wealth Strategies, LLC.$284,946$270,729,549$824,332$271,553,881
25Bray Capital Advisors, LLC$1,168,195$259,339,188$259,339,188
26Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
27Emerald Asset Advisors LLC$410,937$192,521,235$32,261,479$224,782,714
28Inlet Private Wealth, LLC$2,921,893$176,161,302$45,902,533$222,063,835
29Investment Advisory Professionals LLC$1,466,165$195,000,000$195,000,000
30Life Planning Partners, Inc.$325,648$179,305,827$451,706$179,757,533
31Moseley Investment Management, Inc.$252,069$172,301,487$3,642,826$175,944,313
32Rutherford Asset Planning, Inc.$493,369$156,398,120$156,398,120
33Firstrust$1,224,409$148,500,000$7,000,000$155,500,000
34Spraker Wealth Management Inc$411,221$148,450,941$148,450,941
35G & O Financial Services, Inc.$1,875,500$132,149,459$12,264,073$144,413,532
36Macke Financial Advisory Group$203,271$142,492,645$142,492,645
37Rivertree Advisors$586,937$138,495,253$608,805$139,104,058
38Naples Money Management LLC$359,335$125,921,425$6,313,800$132,235,225
39Millares Asset Management, LLC$881,391$125,157,471$125,157,471
40Belleair Asset Management, LLC$460,973$69,760,931$49,631,171$119,392,102
41Luma Capital$2,276,577$25,773,266$92,608,714$118,381,980
42Fiduciary Wealth Advisors, LLC$2,516,869$108,225,367$108,225,367
43Matthias Private Wealth, LLC$305,676$79,237,248$28,054,919$107,292,167

Showing 1 to 43 of 43 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 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.

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