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
3Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
4Global Financial Private Capital, LLC$96,407$3,555,568,110$3,555,568,110
5Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
6Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
7Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
8Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
9Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
10Steinberg Global Asset Management Ltd.$709,513$919,199,000$125,204,000$1,044,403,000
11Moisand Fitzgerald Tamayo, Llc$1,551,427$890,371,050$28,073,698$918,444,748
12Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
13Dakota Wealth, LLC$1,128,197$680,302,961$680,302,961
14Affiliated Private Investors$4,549,204$600,494,951$600,494,951
15Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
16Moisand Fitzgerald Tamayo$257,040$539,789,104$3,592,542$543,381,646
17Slatestone Wealth LLC$467,977$517,940,700$110,370$518,051,070
18ARS Wealth Advisors$383,175$495,353,279$7,756,000$503,109,279
19Intrepid Capital Management Inc$1,683,499$489,234,224$12,448,438$501,682,662
20Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
21Aviance Capital Partners LLC$897,662$464,638,267$18,304,003$482,942,270
22American Financial Advisors Inc$330,966$464,345,477$464,345,477
23Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
24Blue Ocean Capital$877,232$443,001,929$443,001,929
25Tillman Hartley LLC$1,923,041$422,929,000$140,000$423,069,000
26Scot McCormick$10,716,733$417,952,594$417,952,594
27Fitzroy Investment Advisors LLC$15,728,200$393,204,990$393,204,990
28Biltmore Capital Advisors$478,114$354,420,589$10,858,736$365,279,325
29Tobias Financial Advisors$326,383$313,500,000$16,800,000$330,300,000
30SWM Advisors$7,530,683$307,342,097$16,477,279$323,819,376
31Castle Wealth Management$415,666$273,543,250$34,465,596$308,008,846
32Compass Financial Group, Inc.$773,467$302,425,750$302,425,750
33Madden Advisory Services, Inc.$369,956$291,525,085$291,525,085
34Rainey & Randall Investment Management, Inc.$448,356$290,534,550$290,534,550
35B&C Financial$290,623$276,078,575$5,244,755$281,323,330
36Paragon Wealth Strategies, LLC.$284,946$270,729,549$824,332$271,553,881
37Bray Capital Advisors, LLC$1,168,195$259,339,188$259,339,188
38Global Trust$370,579$242,448,340$15,474,949$257,923,289
39Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
40B&C Financial Advisors$658,009$230,961,022$230,961,022
41Arbor Wealth Management$258,824$226,212,310$226,212,310
42Emerald Asset Advisors LLC$410,937$192,521,235$32,261,479$224,782,714
43Inlet Private Wealth, LLC$2,921,893$176,161,302$45,902,533$222,063,835
44Tim Looney Investments$240,984$221,223,177$221,223,177
45Ruggie Wealth Management$508,643$219,733,623$219,733,623
46Solomon Api, LP$115,143$219,577,617$219,577,617
47The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
48Truadvice LLC$90,226$210,865,765$4,324,028$215,189,793
49Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
50Winning Points Advisors$392,453$208,000,000$208,000,000
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Showing 1 to 50 of 89 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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