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
2Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
3American Financial Advisors Inc$330,966$464,345,477$464,345,477
4Fitzroy Investment Advisors LLC$15,728,200$393,204,990$393,204,990
5Tim Looney Investments$240,984$221,223,177$221,223,177
6Baldwin & Associates$253,949$137,132,368$137,132,368
7Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
8Luma Capital$2,276,577$25,773,266$92,608,714$118,381,980
9Marquis Wealth Management Group$255,100$33,386,855$172,989,406$206,376,261
10Belleair Asset Management, LLC$460,973$69,760,931$49,631,171$119,392,102
11Matthias Private Wealth, LLC$305,676$79,237,248$28,054,919$107,292,167
12Grand Central Investment Group$281,573$100,229,211$27,886,416$128,115,627
13Fiduciary Wealth Advisors, LLC$2,516,869$108,225,367$108,225,367
14Mariaca Wealth Management, LLC$264,420$109,596,754$22,084,329$131,681,083
15Affiliated Private Investors Llc$182,213$113,336,704$113,336,704
16Total Wealth Planning And Management, Inc.$166,244$115,664,426$1,537,518$117,201,944
17Swaine & Leidel Wealth Services, LLC$157,223$120,589,809$120,589,809
18Cathy Pareto and Associates$293,360$122,917,645$122,917,645
19Millares Asset Management, LLC$881,391$125,157,471$125,157,471
20Naples Money Management LLC$359,335$125,921,425$6,313,800$132,235,225
21Core Wealth Management, Inc.$245,358$126,113,809$126,113,809
22Financial Management Concepts$229,459$126,202,465$126,202,465
23Financial Harvest Wealth Advisors$246,668$131,091,659$3,835,522$134,927,181
24Dorman Financial Management, P.A.$160,856$131,326,417$1,540,893$132,867,310
25G & O Financial Services, Inc.$1,875,500$132,149,459$12,264,073$144,413,532
26Riverplace Capital Management Inc$512,392$132,709,651$132,709,651
27Treasure Coast Financial Planning, Inc.$250,690$135,873,716$135,873,716
28Northstar Financial Planners, Inc.$195,277$137,865,669$137,865,669
29Rivertree Advisors$586,937$138,495,253$608,805$139,104,058
30Macke Financial Advisory Group$203,271$142,492,645$142,492,645
31Spraker Wealth Management Inc$411,221$148,450,941$148,450,941
32Firstrust$1,224,409$148,500,000$7,000,000$155,500,000
33Saltmarsh Financial Advisors, LLC$475,858$150,371,000$150,371,000
34Successful Portfolios LLC$276,775$151,377,314$24,928,044$176,305,358
35Rutherford Asset Planning, Inc.$493,369$156,398,120$156,398,120
36Adam Financial Associates Inc$254,438$160,804,820$160,804,820
37Client 1St Advisory Group$308,463$168,719,720$3,094,000$171,813,720
38Moseley Investment Management, Inc.$252,069$172,301,487$3,642,826$175,944,313
39Inlet Private Wealth, LLC$2,921,893$176,161,302$45,902,533$222,063,835
40Brightwater Advisory, LLC$317,549$177,108,060$6,117,690$183,225,750
41Life Planning Partners, Inc.$325,648$179,305,827$451,706$179,757,533
42Disciplined Equity Management, Inc.$345,618$182,140,640$182,140,640
43Allgen Financial Advisors, Inc.$163,478$185,000,000$3,000,000$188,000,000
44Emerald Asset Advisors LLC$410,937$192,521,235$32,261,479$224,782,714
45Investment Advisory Professionals LLC$1,466,165$195,000,000$195,000,000
46American Asset Management Inc.$397,318$198,659,000$198,659,000
47Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
48Winning Points Advisors$392,453$208,000,000$208,000,000
49Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
50Truadvice LLC$90,226$210,865,765$4,324,028$215,189,793
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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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