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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1WE Family Offices$109,455,964$8,537,565,208$8,537,565,208
2Finaccess Advisors, Llc$30,396,693$4,711,487,444$4,711,487,444
3American Financial Advisors Inc$345,506$558,682,841$558,682,841
4Fitzroy Investment Advisors Llc$11,959,212$442,490,860$442,490,860
5Tim Looney Investments, Llc$277,073$266,267,278$266,267,278
6Baldwin & Associates$280,842$154,744,210$154,744,210
7Carpenter, Claydon Advisors, Inc.$646,464$3,924,919$160,276,949$164,201,868
8Marquis Wealth Management Group$316,215$46,911,521$216,179,632$263,091,153
9Belleair Asset Management, Llc$495,991$85,869,424$55,983,932$141,853,356
10Aston Capital Management$35,957,045$95,690,038$263,880,409$359,570,447
11Matthias Private Wealth, Llc$344,866$98,756,240$28,499,216$127,255,456
12Bluekey Wealth Advisors, Llc$294,969$105,900,627$4,122,847$110,023,474
13Tcwp Llc$337,537$107,716,759$2,995,537$110,712,296
14Antonetti Capital Management, Llc$432,551$108,785,760$22,277,132$131,062,892
15Davis Capital Management$920,168$109,200,000$300,000$109,500,000
16Grand Central Investment Group, Llc$309,589$111,226,026$25,921,765$137,147,791
17Vesta Wealth Management, Llc$437,500$113,444,867$23,930,129$137,374,996
18Naples Money Management Llc$285,822$119,929,603$6,689,613$126,619,216
19Macke Financial Advisory Group$251,139$121,617,396$6,714,567$128,331,963
20Total Wealth Planning And Management, Inc.$191,971$125,626,874$1,841,798$127,468,672
21Utopia Wealth Management, Llc$3,174,440$126,977,616$126,977,616
22Avenir Private Advisors, Llc$207,036$130,432,689$130,432,689
23G & O Financial Services, Inc.$1,296,163$134,517,857$14,540,917$149,058,774
24Blackston Financial Advisory Group, Llc$102,454$137,139,177$3,530,712$140,669,889
25Mariaca Wealth Management, Llc$321,218$138,527,516$27,863,479$166,390,995
26Rutherford Asset Planning, Inc.$495,405$139,704,164$139,704,164
27Financial Management Concepts$251,486$145,610,229$145,610,229
28Dorman Financial Management, P.A.$162,154$148,120,546$898,636$149,019,182
29Successful Portfolios Llc$232,114$150,120,711$27,678,721$177,799,432
30Treasure Coast Financial Planning, Inc.$276,643$152,153,625$152,153,625
31Riverplace Capital Management Inc$645,107$154,825,783$154,825,783
32Rivertree Advisors, Llc$615,987$157,247,277$1,677,477$158,924,754
33Fiduciary Wealth Advisors, Llc$2,287,425$157,832,355$157,832,355
34Solomon Api, Lp$85,397$159,739,459$2,684,743$162,424,202
35Swaine & Leidel Wealth Services, Llc$171,240$160,794,705$160,794,705
36Millares Asset Management, Llc$977,695$163,275,141$163,275,141
37Financial Harvest Wealth Advisors$278,275$166,396,067$7,525,799$173,921,866
38Core Wealth Management, Inc.$313,521$167,106,487$167,106,487
39Spraker Wealth Management Inc$484,788$171,615,039$171,615,039
40Northstar Financial Planners, Inc.$646,919$175,314,992$175,314,992
41Client 1St Advisory Group$300,733$179,375,943$3,470,000$182,845,943
42Banyan Global Investment Advisors, Llc$1,475,913$208,103,708$208,103,708
43Saltmarsh Financial Advisors, L.L.C.$525,606$211,293,758$211,293,758
44Life Planning Partners, Inc.$351,531$216,287,082$607,540$216,894,622
45Investment Advisory Professionals Llc$1,602,143$224,300,000$224,300,000
46Allgen Financial Advisors, Inc.$151,804$235,296,000$235,296,000
47Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
48Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
49Compound Family Offices, Llc$2,188,962$238,596,854$238,596,854
50Rwm Asset Management, Llc$1,615,301$240,151,211$528,571$240,679,782
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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.