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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

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

Showing 1 to 50 of 128 entries

Page 1 | 2 | 3

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.