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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
2W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
3Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
4American Financial Advisors Inc$439,769$635,027,053$635,027,053
5BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
6Carpenter, Claydon Advisors, Inc.$607,499$4,542,103$180,744,943$185,287,046
7Lawrence Financial Planning, LLC$1,519,693$8,093,794$102,843,818$110,937,612
8Luma Capital LLC$3,180,867$44,584,064$146,267,926$190,851,990
9MNS Financial Management, L.L.C.$352,616$49,950,941$245,893,962$295,844,903
10Guardsman Private Capital Management, Inc.$5,437,722$80,942,166$60,438,610$141,380,776
11ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
12Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
13Armada Advisors, Inc.$173,489$99,487,028$25,078,034$124,565,062
14Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
15Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
16Sea Hunter Capital LLC$1,409,919$107,153,851$107,153,851
17Trustwell Financial Advisors, LLC$130,902$110,552,529$190,520$110,743,049
18Spectra Investment Management, LLC$1,452,239$112,983,080$3,196,046$116,179,126
19Matthias Private Wealth, LLC$395,091$113,003,893$28,833,854$141,837,747
20Forza Wealth Management, LLC$559,084$113,830,753$1,899,714$115,730,467
21Robbie L. Kennerson, P.A.$104,798$114,962,251$420,000$115,382,251
22Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
23Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
24Planning Solutions International LLC$102,124$118,770,008$118,770,008
25Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
26The Tenret Company, LLC$1,347,810$121,302,898$121,302,898
27Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
28Wall Advisors, Inc.$314,872$121,906,371$4,042,567$125,948,938
29Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
30Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
31TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
32Davis Capital Management LLC$345,013$128,000,000$128,000,000
33Vesta Wealth Management, LLC$490,528$131,573,787$26,376,212$157,949,999
34Instrumental Wealth, LLC$157,697$132,780,712$132,780,712
35Naples Money Management LLC$848,362$133,909,619$12,008,563$145,918,182
36Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
37Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
38RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
39G & O Financial Services, Inc.$1,430,591$142,852,972$14,512,056$157,365,028
40FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
41Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
42Utopia Wealth Management, LLC$2,306,575$152,233,921$152,233,921
43American Asset Management Inc.$492,759$153,248,089$153,248,089
44ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
45Blackston'S Financial Advisory Group, LLC$115,623$156,555,831$10,865,691$167,421,522
46Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
47Financial Management Concepts$267,870$158,311,295$158,311,295
48Rivertree Advisors, LLC$557,310$158,917,261$2,702,748$161,620,009
49Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
50SOLOMON API, LP$85,397$159,739,459$2,684,743$162,424,202
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Showing 1 to 50 of 128 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.