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

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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