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$11,959,212$442,490,860$442,490,860
2WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
3TIM LOONEY INVESTMENTS, LLC$277,073$266,267,278$266,267,278
4AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
5BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
6CARPENTER, CLAYDON ADVISORS, INC.$646,464$3,924,919$160,276,949$164,201,868
7MARQUIS WEALTH MANAGEMENT GROUP$316,215$46,911,521$216,179,632$263,091,153
8BELLEAIR ASSET MANAGEMENT, LLC$495,991$85,869,424$55,983,932$141,853,356
9ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
10HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$226,966$96,800,000$24,400,000$121,200,000
11MATTHIAS PRIVATE WEALTH, LLC$344,866$98,756,240$28,499,216$127,255,456
12BAUERLE FINANCIAL, INC$192,608$99,005,969$5,194,759$104,200,728
13SEA HUNTER CAPITAL$1,425,384$102,627,642$102,627,642
14BLUEKEY WEALTH ADVISORS, LLC$294,969$105,900,627$4,122,847$110,023,474
15FORZA WEALTH MANAGEMENT$532,711$106,893,829$1,779,189$108,673,018
16TCWP LLC$337,537$107,716,759$2,995,537$110,712,296
17ANTONETTI CAPITAL MANAGEMENT, LLC$432,551$108,785,760$22,277,132$131,062,892
18DAVIS CAPITAL MANAGEMENT$920,168$109,200,000$300,000$109,500,000
19GRAND CENTRAL INVESTMENT GROUP, LLC$309,589$111,226,026$25,921,765$137,147,791
20VESTA WEALTH MANAGEMENT, LLC$437,500$113,444,867$23,930,129$137,374,996
21NAPLES MONEY MANAGEMENT LLC$285,822$119,929,603$6,689,613$126,619,216
22MACKE FINANCIAL ADVISORY GROUP$251,139$121,617,396$6,714,567$128,331,963
23TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
24UTOPIA WEALTH MANAGEMENT, LLC$3,174,440$126,977,616$126,977,616
25G & O FINANCIAL SERVICES, INC.$1,296,163$134,517,857$14,540,917$149,058,774
26BLACKSTON FINANCIAL ADVISORY GROUP, LLC$102,454$137,139,177$3,530,712$140,669,889
27MARIACA WEALTH MANAGEMENT, LLC$321,218$138,527,516$27,863,479$166,390,995
28RUTHERFORD ASSET PLANNING, INC.$495,405$139,704,164$139,704,164
29FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
30FINANCIAL MANAGEMENT CONCEPTS$251,486$145,610,229$145,610,229
31CATHY PARETO AND ASSOCIATES$352,245$147,238,615$147,238,615
32ALHAMBRA INVESTMENT MANAGEMENT LLC$519,429$147,278,841$27,768,596$175,047,437
33DORMAN FINANCIAL MANAGEMENT, P.A.$162,154$148,120,546$898,636$149,019,182
34CHRONOS WEALTH MANAGEMENT, L.L.C.$285,613$149,946,691$149,946,691
35TREASURE COAST FINANCIAL PLANNING, INC.$276,643$152,153,625$152,153,625
36RIVERPLACE CAPITAL MANAGEMENT INC$645,107$154,825,783$154,825,783
37ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
38RIVERTREE ADVISORS, LLC$615,987$157,247,277$1,677,477$158,924,754
39FIDUCIARY WEALTH ADVISORS, LLC$2,287,425$157,832,355$157,832,355
40SOLOMON API, LP$85,397$159,739,459$2,684,743$162,424,202
41SWAINE & LEIDEL WEALTH SERVICES, LLC$171,240$160,794,705$160,794,705
42FIRSTRUST$1,307,692$162,000,000$8,000,000$170,000,000
43MILLARES ASSET MANAGEMENT, LLC$977,695$163,275,141$163,275,141
44PFG PRIVATE WEALTH MANAGEMENT, LLC$198,221$163,607,845$5,672,772$169,280,617
45FINANCIAL HARVEST WEALTH ADVISORS$278,275$166,396,067$7,525,799$173,921,866
46CORE WEALTH MANAGEMENT, INC.$313,521$167,106,487$167,106,487
47RM PRIVATE WEALTH MANAGEMENT INC.$1,066,242$167,400,000$167,400,000
48SPRAKER WEALTH MANAGEMENT INC$484,788$171,615,039$171,615,039
49NORTHSTAR FINANCIAL PLANNERS, INC.$646,919$175,314,992$175,314,992
50BRIGHTWATER ADVISORY, LLC$304,202$178,382,390$5,659,645$184,042,035
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Showing 1 to 50 of 107 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.