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
    51SPECTRA INVESTMENT MANAGEMENT, LLC$1,806,941$167,009,474$6,456,864$173,466,338
    52RIVERTREE ADVISORS, LLC$573,072$169,328,932$6,030,983$175,359,915
    53NAPLES MONEY MANAGEMENT LLC$317,145$171,818,147$11,808,667$183,626,814
    54MILLARES ASSET MANAGEMENT, LLC$1,321,609$173,130,762$173,130,762
    55RD LEWIS WEALTH MANAGEMENT$259,601$173,413,745$173,413,745
    56BELLEAIR ASSET MANAGEMENT, LLC$717,094$174,700,338$57,637,958$232,338,296
    57FIRSTRUST$1,516,129$177,000,000$11,000,000$188,000,000
    58TREASURE COAST FINANCIAL PLANNING, INC.$305,675$179,908,992$3,190,311$183,099,303
    59WALL ADVISORS, INC.$425,592$181,181,193$4,802,650$185,983,843
    60CATHY PARETO AND ASSOCIATES$379,209$188,467,006$188,467,006
    61MADDEN ADVISORY SERVICES, INC.$316,050$189,314,214$189,314,214
    62INSTRUMENTAL WEALTH, LLC$137,526$189,952,799$3,821,921$193,774,720
    63RUTHERFORD ASSET PLANNING, INC.$576,287$193,056,034$193,056,034
    64MARIACA WEALTH MANAGEMENT, LLC$383,240$193,280,614$42,412,285$235,692,899
    65RIVERPLACE CAPITAL MANAGEMENT INC$707,700$200,986,846$200,986,846
    66BLACKSTON FINANCIAL ADVISORY GROUP, LLC$131,310$209,263,745$14,357,826$223,621,571
    67CHRONOS WEALTH MANAGEMENT, L.L.C.$415,986$209,657,000$209,657,000
    68BRIGHTWATER ADVISORY, LLC$356,520$212,123,077$8,206,440$220,329,517
    69ALHAMBRA INVESTMENT MANAGEMENT LLC$594,949$213,781,419$43,831,336$257,612,755
    70CALLAHAN WEALTH ADVISORY$432,026$215,718,117$19,735,796$235,453,913
    71RIVER CAPITAL ADVISORS, LC$505,267$217,677,105$49,103,719$266,780,824
    72MUTUAL TRUST ADVISORY GROUP$660,424$235,771,231$235,771,231
    73NORTHSTAR FINANCIAL PLANNERS, INC.$300,262$236,005,602$236,005,602
    74SPRAKER WEST WEALTH MANAGEMENT, INC$583,624$236,367,581$236,367,581
    75CHIRON CAPITAL MANAGEMENT, LLC$258,336$236,706,951$7,162,339$243,869,290
    76SUCCESSFUL PORTFOLIOS LLC$319,027$238,917,237$57,458,386$296,375,623
    77SECOND HALF FINANCIAL PARTNERS, LLC$202,712$240,416,458$240,416,458
    78SALTMARSH FINANCIAL ADVISORS, L.L.C.$521,111$243,880,000$243,880,000
    79RM PRIVATE WEALTH MANAGEMENT INC.$1,461,911$244,139,093$244,139,093
    80MEIRA$350,154$246,858,629$246,858,629
    81SKY ALPHA ASSET ADVISORS LLC$558,569$248,004,800$248,004,800
    82WINNING POINTS ADVISORS, L.L.C.$541,712$251,896,182$251,896,182
    83NOBLE FAMILY WEALTH$2,480,392$253,000,000$253,000,000
    84LIFE PLANNING PARTNERS, INC.$491,926$255,712,388$581,218$256,293,606
    85CAMARDA WEALTH ADVISORY GROUP$219,596$260,569,880$2,945,079$263,514,959
    86COMPASS FINANCIAL ADVISORY SERVICES, LLC$399,710$267,326,799$3,676,646$271,003,445
    87FINANCIAL HARVEST WEALTH ADVISORS$321,659$268,459,357$447,483$268,906,840
    88CORE WEALTH MANAGEMENT, INC.$424,580$271,306,891$271,306,891
    89INVESTMENT ADVISORY PROFESSIONALS LLC$655,422$272,000,000$272,000,000
    90FORTRESS WEALTH PLANNING$672,835$280,317,488$4,291,736$284,609,224
    91SINGER WEALTH ADVISORS LLC$254,809$298,380,789$298,380,789
    92ALLGEN FINANCIAL ADVISORS, INC.$142,580$321,518,894$321,518,894
    93REZNY WEALTH MANAGEMENT, INC.$1,292,376$323,812,467$3,158,553$326,971,020
    94DISCIPLINED EQUITY MANAGEMENT, INC.$503,479$339,848,079$339,848,079
    95COMPOUND FAMILY OFFICES, LLC$1,870,085$366,536,667$366,536,667
    96F&V CAPITAL MANAGEMENT, L.L.C.$2,186,742$373,520,488$15,719,655$389,240,143
    97COMPASS FINANCIAL GROUP, INC.$936,841$386,915,250$386,915,250
    98CASTLE WEALTH MANAGEMENT$538,984$407,038,482$16,602,863$423,641,345
    99GLOBAL TRUST$640,483$408,210,327$11,946,515$420,156,842
    100CORE WEALTH ADVISORS, INC.$580,086$410,561,029$139,678$410,700,707
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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 Research.

    Reprints: For reprints of these rankings, please contact Caroline Murphy.

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.