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
1Compass Financial Group, Inc.$867,415$340,894,250$340,894,250
2Millares Asset Management, Llc$977,695$163,275,141$163,275,141
3Fourthought Private Wealth$322,663$732,122,156$732,122,156
4Integra Capital Advisors$456,525$256,110,456$256,110,456
5Swaine & Leidel Wealth Services, Llc$171,240$160,794,705$160,794,705
6American Asset Management Inc.$725,738$251,105,460$251,105,460
7Heritage Investment Group, Inc.$752,287$1,354,868,446$1,354,868,446
8Avenir Private Advisors, Llc$207,036$130,432,689$130,432,689
9Rainey & Randall Investment Management, Inc.$490,504$322,751,407$322,751,407
10Madden Advisory Services, Inc.$474,550$248,189,556$248,189,556
11Fiduciary Wealth Advisors, Llc$2,287,425$157,832,355$157,832,355
12Biltmore Capital Advisors$552,155$437,859,206$437,859,206
13Affiliated Private Investors Llc$22,421,314$672,639,433$672,639,433
14Arbor Wealth Management, Llc$322,953$313,910,486$313,910,486
15Utopia Wealth Management, Llc$3,174,440$126,977,616$126,977,616
16Riverplace Capital Management Inc$645,107$154,825,783$154,825,783
17Compound Family Offices, Llc$2,188,962$238,596,854$238,596,854
18Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
19Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
20Treasure Coast Financial Planning, Inc.$276,643$152,153,625$152,153,625
21Allgen Financial Advisors, Inc.$151,804$235,296,000$235,296,000
22Suncoast Equity Management, Llc$697,117$583,486,835$583,486,835
23Investment Advisory Professionals Llc$1,602,143$224,300,000$224,300,000
24Financial Management Concepts$251,486$145,610,229$145,610,229
25Global Financial Private Capital, Inc.$116,110$2,287,938,176$2,287,938,176
26Gyroscope Capital Management Group Llc$464,329$286,955,486$286,955,486
27Northstar Financial Planners, Inc.$646,919$175,314,992$175,314,992
28Resource Consulting Group$889,343$2,030,370,126$2,030,370,126
29Spraker Wealth Management Inc$484,788$171,615,039$171,615,039
30J. L. Bainbridge & Co., Inc.$441,076$812,903,745$812,903,745
31Yale Capital Corp.$18,042,448$1,912,499,533$1,912,499,533
32Rutherford Asset Planning, Inc.$495,405$139,704,164$139,704,164
33Blue Ocean Capital$1,080,615$514,372,567$514,372,567
34Bray Capital Advisors, Llc$1,417,243$355,727,994$355,727,994
35Mmbg Investment Advisors Co.$14,587,444$787,721,993$787,721,993
36Winning Points Advisors, L.L.C.$535,383$267,155,930$267,155,930
37Saltmarsh Financial Advisors, L.L.C.$525,606$211,293,758$211,293,758
38Core Wealth Management, Inc.$313,521$167,106,487$167,106,487
39Banyan Global Investment Advisors, Llc$1,475,913$208,103,708$208,103,708
40Core Wealth Advisors, Inc.$495,117$267,237,081$125,911$267,362,992
41Davis Capital Management$920,168$109,200,000$300,000$109,500,000
42Truadvice Llc$98,512$322,007,324$521,335$322,528,659
43Rwm Asset Management, Llc$1,615,301$240,151,211$528,571$240,679,782
44Life Planning Partners, Inc.$351,531$216,287,082$607,540$216,894,622
45Dorman Financial Management, P.A.$162,154$148,120,546$898,636$149,019,182
46Rivertree Advisors, Llc$615,987$157,247,277$1,677,477$158,924,754
47Total Wealth Planning And Management, Inc.$191,971$125,626,874$1,841,798$127,468,672
48Moisand Fitzgerald Tamayo, Llc$276,893$648,180,983$2,239,948$650,420,931
49Solomon Api, Lp$85,397$159,739,459$2,684,743$162,424,202
50Tcwp Llc$337,537$107,716,759$2,995,537$110,712,296
Next Page »

Showing 1 to 50 of 89 entries

Page 1 | 2

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.