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
1Fourthought Financial, LLC$363,624$950,514,383$950,514,383
2Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
3RM Private Wealth Management Inc.$1,141,176$194,000,000$194,000,000
4Compass Financial Group, Inc.$870,077$357,601,500$357,601,500
5CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
6Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
7Riverplace Capital Management Inc$593,708$163,863,446$163,863,446
8Biltmore Capital Advisors, LLC$551,422$519,439,416$519,439,416
9Investment Advisory Professionals LLC$574,572$235,000,000$235,000,000
10Utopia Wealth Management, LLC$2,306,575$152,233,921$152,233,921
11Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
12Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
13Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
14Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
15Resource Consulting Group Inc$886,231$2,193,422,143$2,193,422,143
16Heritage Investment Group, Inc.$756,055$1,388,116,487$1,388,116,487
17Saltmarsh Financial Advisors, L.L.C.$519,966$228,785,000$228,785,000
18Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
19Financial Management Concepts$267,870$158,311,295$158,311,295
20ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
21Winning Points Advisors, L.L.C.$443,193$232,233,164$232,233,164
22Instrumental Wealth, LLC$157,697$132,780,712$132,780,712
23Gyroscope Capital Management Group LLC$455,775$240,649,424$240,649,424
24Rainey & Randall Investment Management, Inc.$555,963$371,383,167$371,383,167
25Sky Alpha Asset Advisors LLC$614,845$247,167,637$247,167,637
26Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
27Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
28Spraker Wealth Management Inc$532,721$192,844,866$192,844,866
29American Asset Management Inc.$492,759$153,248,089$153,248,089
30AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
31Chronos Wealth Management, L.L.C.$351,474$173,627,918$173,627,918
32Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
33J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
34Second Half Financial Partners, LLC$270,659$192,167,861$192,167,861
35Sea Hunter Capital LLC$1,409,919$107,153,851$107,153,851
36Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
37Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
38Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
39Planning Solutions International LLC$102,124$118,770,008$118,770,008
40RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
41Rutherford Asset Planning, Inc.$567,429$173,065,840$173,065,840
42Millares Asset Management, LLC$1,045,251$176,647,383$176,647,383
43PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
44Banyan Global Investment Advisors, LLC$1,021,225$180,756,785$180,756,785
45The Tenret Company, LLC$1,347,810$121,302,898$121,302,898
46MMBG Investment Advisors Co.$17,448,611$1,483,131,951$1,483,131,951
47Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
48Breiter Capital Management Inc$590,842$314,327,980$314,327,980
49Lubitz Linda S Cfp Pa$338,950$219,978,574$219,978,574
50Davis Capital Management LLC$345,013$128,000,000$128,000,000
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Showing 1 to 50 of 128 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 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.