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 |
|---|---|---|---|---|---|
| 1 | Evensky & Katz, LLC | $523,302 | $2,363,426,378 | $2,947,473 | $2,366,373,851 |
| 2 | Resource Consulting Group Inc | $886,231 | $2,193,422,143 | — | $2,193,422,143 |
| 3 | WATER OAK ADVISORS, LLC | $1,111,937 | $2,101,164,206 | $144,948,809 | $2,246,113,015 |
| 4 | Texas Yale Capital Corp. | $19,116,143 | $2,045,427,322 | — | $2,045,427,322 |
| 5 | MMBG Investment Advisors Co. | $17,448,611 | $1,483,131,951 | — | $1,483,131,951 |
| 6 | Dakota Wealth, LLC | $555,870 | $1,418,995,059 | $1,253,798 | $1,420,248,857 |
| 7 | Heritage Investment Group, Inc. | $756,055 | $1,388,116,487 | — | $1,388,116,487 |
| 8 | Doyle Wealth Management, LLC | $558,151 | $1,257,514,673 | — | $1,257,514,673 |
| 9 | Sound Income Strategies, LLC | $110,727 | $1,246,649,590 | $63,696,500 | $1,310,346,090 |
| 10 | Fourthought Financial, LLC | $363,624 | $950,514,383 | — | $950,514,383 |
| 11 | Allegiant Private Advisors, LLC | $666,980 | $905,737,620 | $5,357,469 | $911,095,089 |
| 12 | Suncoast Equity Management, LLC | $802,038 | $850,160,087 | — | $850,160,087 |
| 13 | Slatestone Wealth LLC | $750,165 | $838,867,989 | $6,567,414 | $845,435,403 |
| 14 | PRIVATE CAPITAL MANAGEMENT | $2,353,596 | $793,161,990 | — | $793,161,990 |
| 15 | J. L. Bainbridge & Co., Inc. | $454,366 | $783,326,590 | — | $783,326,590 |
| 16 | Destiny Wealth Partners, LLC | $338,325 | $780,801,015 | $4,450,934 | $785,251,949 |
| 17 | Landsberg, Bennett, & Dubbaneh LLC | $381,480 | $760,022,048 | $117,381,359 | $877,403,407 |
| 18 | Moisand Fitzgerald Tamayo, LLC | $290,710 | $735,319,371 | $7,445,057 | $742,764,428 |
| 19 | ARS Wealth Advisors, LLC | $445,219 | $696,081,081 | $8,255,451 | $704,336,532 |
| 20 | AFFILIATED PRIVATE INVESTORS LLC | $22,421,314 | $672,639,433 | — | $672,639,433 |
| 21 | CV Advisors LLC | $6,815,634 | $642,536,163 | $7,018,236,944 | $7,660,773,107 |
| 22 | King Wealth Management Group, LLC | $407,953 | $604,325,100 | $16,171,640 | $620,496,740 |
| 23 | The Ullmann Financial Group, Inc. | $717,032 | $575,098,518 | $7,131,266 | $582,229,784 |
| 24 | Firestone Capital Management Inc | $511,241 | $564,200,000 | $4,300,000 | $568,500,000 |
| 25 | Aviance Capital Partners LLC | $914,569 | $557,497,035 | $390,028 | $557,887,063 |
| 26 | Element Pointe Advisors, LLC | $2,286,280 | $549,425,050 | $22,144,881 | $571,569,931 |
| 27 | Seabridge Wealth Management, LLC | $8,683,096 | $528,812,374 | $35,588,874 | $564,401,248 |
| 28 | Biltmore Capital Advisors, LLC | $551,422 | $519,439,416 | — | $519,439,416 |
| 29 | Noesis Capital Management Corp | $660,370 | $501,745,999 | $49,002,932 | $550,748,931 |
| 30 | Tobias Financial Advisors, Inc. | $378,319 | $493,000,000 | $20,000,000 | $513,000,000 |
| 31 | CPA Asset Management Group, LLC | $1,054,317 | $484,985,803 | — | $484,985,803 |
| 32 | Truadvice LLC | $143,725 | $484,782,934 | $4,600,122 | $489,383,056 |
| 33 | Paragon Wealth Strategies, LLC. | $370,009 | $450,141,526 | $17,550,345 | $467,691,871 |
| 34 | Bray Capital Advisors, LLC | $1,786,554 | $428,773,055 | — | $428,773,055 |
| 35 | Butensky & Cohen Financial Security Inc | $391,638 | $406,999,181 | $6,179,430 | $413,178,611 |
| 36 | Castle Wealth Management LLC | $516,545 | $380,901,426 | $11,155,909 | $392,057,335 |
| 37 | Rainey & Randall Investment Management, Inc. | $555,963 | $371,383,167 | — | $371,383,167 |
| 38 | Arbor Wealth Management, LLC | $361,867 | $360,057,566 | — | $360,057,566 |
| 39 | Compass Financial Group, Inc. | $870,077 | $357,601,500 | — | $357,601,500 |
| 40 | The High Net Worth Advisory Group, LLC | $674,505 | $347,165,542 | $56,188,699 | $403,354,241 |
| 41 | Core Wealth Advisors, Inc. | $561,977 | $324,690,088 | $132,585 | $324,822,673 |
| 42 | Global Trust Asset Management, LLC | $518,929 | $324,658,341 | $15,240,362 | $339,898,703 |
| 43 | Breiter Capital Management Inc | $590,842 | $314,327,980 | — | $314,327,980 |
| 44 | Compound Family Offices, LLC | $1,822,074 | $302,464,256 | — | $302,464,256 |
| 45 | Disciplined Equity Management, Inc. | $433,910 | $273,363,489 | — | $273,363,489 |
| 46 | Allgen Financial Advisors, Inc. | $155,041 | $263,570,000 | — | $263,570,000 |
| 47 | Sky Alpha Asset Advisors LLC | $614,845 | $247,167,637 | — | $247,167,637 |
| 48 | Gyroscope Capital Management Group LLC | $455,775 | $240,649,424 | — | $240,649,424 |
| 49 | Investment Advisory Professionals LLC | $574,572 | $235,000,000 | — | $235,000,000 |
| 50 | Winning Points Advisors, L.L.C. | $443,193 | $232,233,164 | — | $232,233,164 |
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.
