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$8,885,262$569,328,698$5,490,419,917$6,059,748,615
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
10Dakota Wealth, Llc$1,161,099$1,002,028,803$1,002,028,803
11Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
12Sound Income Strategies, Llc$91,300$655,348,129$52,045,467$707,393,596
13Affiliated Private Investors Llc$4,549,204$600,494,951$600,494,951
14Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
15Moisand Fitzgerald Tamayo, Llc$257,040$539,789,104$3,592,542$543,381,646
16Slatestone Wealth Llc$467,977$517,940,700$110,370$518,051,070
17Ars Wealth Advisors$383,175$495,353,279$7,756,000$503,109,279
18Intrepid Capital Management Inc$1,683,499$489,234,224$12,448,438$501,682,662
19Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
20Aviance Capital Partners Llc$897,662$464,638,267$18,304,003$482,942,270
21American Financial Advisors Inc$330,966$464,345,477$464,345,477
22Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
23Blue Ocean Capital$877,232$443,001,929$443,001,929
24Fitzroy Investment Advisors Llc$15,728,200$393,204,990$393,204,990
25Biltmore Capital Advisors$478,114$354,420,589$10,858,736$365,279,325
26Element Pointe Advisors$2,673,840$358,294,521$358,294,521
27Tobias Financial Advisors$326,383$313,500,000$16,800,000$330,300,000
28Swm Advisors$7,530,683$307,342,097$16,477,279$323,819,376
29Castle Wealth Management$415,666$273,543,250$34,465,596$308,008,846
30Compass Financial Group, Inc.$773,467$302,425,750$302,425,750
31Paragon Wealth Strategies, Llc.$992,875$283,198,525$10,692,432$293,890,957
32Madden Advisory Services, Inc.$369,956$291,525,085$291,525,085
33Rainey & Randall Investment Management, Inc.$448,356$290,534,550$290,534,550
34B&C Financial Advisors$290,623$276,078,575$5,244,755$281,323,330
35Winning Points Advisors, L.L.C.$535,383$267,155,930$267,155,930
36Bray Capital Advisors, Llc$1,168,195$259,339,188$259,339,188
37Global Trust$370,579$242,448,340$15,474,949$257,923,289
38Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
39Bayshore Capital Advisors, Llc$6,512,834$247,487,687$247,487,687
40Sky Alpha Asset Advisors Llc$746,131$228,315,995$228,315,995
41Arbor Wealth Management, Llc$258,824$226,212,310$226,212,310
42Inlet Private Wealth, Llc$2,921,893$176,161,302$45,902,533$222,063,835
43Tim Looney Investments, Llc$240,984$221,223,177$221,223,177
44Ruggie Wealth Management$508,643$219,733,623$219,733,623
45Solomon Api, Lp$115,143$219,577,617$219,577,617
46The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
47Truadvice Llc$90,226$210,865,765$4,324,028$215,189,793
48Camarda Wealth Advisory Group$166,541$195,219,432$16,121,587$211,341,019
49Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
50Marquis Wealth Management Group$255,100$33,386,855$172,989,406$206,376,261
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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.