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
1Global Financial Private Capital, LLC$96,407$3,555,568,110$3,555,568,110
2Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
3Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
4Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
5Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
6Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
7Steinberg Global Asset Management Ltd.$709,513$919,199,000$125,204,000$1,044,403,000
8Moisand Fitzgerald Tamayo, Llc$1,551,427$890,371,050$28,073,698$918,444,748
9Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
10Dakota Wealth, LLC$1,128,197$680,302,961$680,302,961
11Affiliated Private Investors$4,549,204$600,494,951$600,494,951
12Moisand Fitzgerald Tamayo$257,040$539,789,104$3,592,542$543,381,646
13Slatestone Wealth LLC$467,977$517,940,700$110,370$518,051,070
14CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
15ARS Wealth Advisors$383,175$495,353,279$7,756,000$503,109,279
16Intrepid Capital Management Inc$1,683,499$489,234,224$12,448,438$501,682,662
17Aviance Capital Partners LLC$897,662$464,638,267$18,304,003$482,942,270
18Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
19Blue Ocean Capital$877,232$443,001,929$443,001,929
20Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
21Tillman Hartley LLC$1,923,041$422,929,000$140,000$423,069,000
22Scot McCormick$10,716,733$417,952,594$417,952,594
23Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
24Biltmore Capital Advisors$478,114$354,420,589$10,858,736$365,279,325
25Tobias Financial Advisors$326,383$313,500,000$16,800,000$330,300,000
26SWM Advisors$7,530,683$307,342,097$16,477,279$323,819,376
27Compass Financial Group, Inc.$773,467$302,425,750$302,425,750
28Madden Advisory Services, Inc.$369,956$291,525,085$291,525,085
29Rainey & Randall Investment Management, Inc.$448,356$290,534,550$290,534,550
30B&C Financial$290,623$276,078,575$5,244,755$281,323,330
31Castle Wealth Management$415,666$273,543,250$34,465,596$308,008,846
32Paragon Wealth Strategies, LLC.$284,946$270,729,549$824,332$271,553,881
33Bray Capital Advisors, LLC$1,168,195$259,339,188$259,339,188
34Global Trust$370,579$242,448,340$15,474,949$257,923,289
35B&C Financial Advisors$658,009$230,961,022$230,961,022
36Arbor Wealth Management$258,824$226,212,310$226,212,310
37Ruggie Wealth Management$508,643$219,733,623$219,733,623
38Solomon Api, LP$115,143$219,577,617$219,577,617
39The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
40Truadvice LLC$90,226$210,865,765$4,324,028$215,189,793
41Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
42Winning Points Advisors$392,453$208,000,000$208,000,000
43Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
44American Asset Management Inc.$397,318$198,659,000$198,659,000
45Investment Advisory Professionals LLC$1,466,165$195,000,000$195,000,000
46Emerald Asset Advisors LLC$410,937$192,521,235$32,261,479$224,782,714
47Allgen Financial Advisors, Inc.$163,478$185,000,000$3,000,000$188,000,000
48Disciplined Equity Management, Inc.$345,618$182,140,640$182,140,640
49Life Planning Partners, Inc.$325,648$179,305,827$451,706$179,757,533
50Brightwater Advisory, LLC$317,549$177,108,060$6,117,690$183,225,750
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Showing 1 to 50 of 89 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.

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