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

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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