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
    51WINNING POINTS ADVISORS, L.L.C.$541,712$251,896,182$251,896,182
    52ALLGEN FINANCIAL ADVISORS, INC.$142,580$321,518,894$321,518,894
    53THE TENRET COMPANY, LLC$1,179,709$130,947,657$130,947,657
    54NORTHSTAR FINANCIAL PLANNERS, INC.$300,262$236,005,602$236,005,602
    55SCHRUM PRIVATE WEALTH MANAGEMENT, LLC$678,733$160,859,716$160,859,716
    56MEIRA$350,154$246,858,629$246,858,629
    57CORE WEALTH ADVISORS, INC.$580,086$410,561,029$139,678$410,700,707
    58DAVIS CAPITAL MANAGEMENT$331,014$166,200,000$300,000$166,500,000
    59TRUSTWELL FINANCIAL ADVISORS, LLC$147,255$135,740,240$323,694$136,063,934
    60FINANCIAL HARVEST WEALTH ADVISORS$321,659$268,459,357$447,483$268,906,840
    61AVIANCE CAPITAL PARTNERS LLC$916,477$652,067,741$464,205$652,531,946
    62TOGETHER AND/OR TOGETHER PLANNING$245,003$103,114,729$521,723$103,636,452
    63LIFE PLANNING PARTNERS, INC.$491,926$255,712,388$581,218$256,293,606
    64AHL INVESTMENT MANAGEMENT, INC.$485,645$157,105,369$729,161$157,834,530
    65DAKOTA WEALTH, LLC$626,705$1,949,382,348$1,551,552$1,950,933,900
    66CAPSTONE WEALTH MANAGEMENT CORP.$393,790$146,478,615$1,586,407$148,065,022
    67DORMAN FINANCIAL MANAGEMENT, P.A.$193,570$159,588,083$1,655,482$161,243,565
    68FORZA WEALTH MANAGEMENT$653,536$146,703,515$2,302,796$149,006,311
    69EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$569,714$2,739,096,715$2,367,305$2,741,464,020
    70ORCA WEALTH MANAGEMENT, LLC$380,265$155,031,030$2,398,487$157,429,517
    71DESTINY WEALTH PARTNERS, LLC$355,733$944,785,686$2,886,276$947,671,962
    72CAMARDA WEALTH ADVISORY GROUP$219,596$260,569,880$2,945,079$263,514,959
    73REZNY WEALTH MANAGEMENT, INC.$1,292,376$323,812,467$3,158,553$326,971,020
    74TREASURE COAST FINANCIAL PLANNING, INC.$305,675$179,908,992$3,190,311$183,099,303
    75DAVIS PRIVATE WEALTH, LLC$325,843$112,700,000$3,300,000$116,000,000
    76SOLOMON API, LP$99,285$119,463,880$3,550,000$123,013,880
    77COMPASS FINANCIAL ADVISORY SERVICES, LLC$399,710$267,326,799$3,676,646$271,003,445
    78INSTRUMENTAL WEALTH, LLC$137,526$189,952,799$3,821,921$193,774,720
    79ARMADA ADVISORS$194,868$151,130,720$4,178,851$155,309,571
    80FORTRESS WEALTH PLANNING$672,835$280,317,488$4,291,736$284,609,224
    81TRUADVICE LLC$127,361$752,959,554$4,708,419$757,667,973
    82WALL ADVISORS, INC.$425,592$181,181,193$4,802,650$185,983,843
    83SWM ADVISORS$9,540,657$633,829,518$5,394,469$639,223,987
    84RALICKI WEALTH MANAGEMENT & TRUST SERVICES$363,286$98,098,057$5,438,560$103,536,617
    85RIVERTREE ADVISORS, LLC$573,072$169,328,932$6,030,983$175,359,915
    86FIRESTONE CAPITAL MANAGEMENT INC$584,355$639,641,539$6,070,365$645,711,904
    87SPECTRA INVESTMENT MANAGEMENT, LLC$1,806,941$167,009,474$6,456,864$173,466,338
    88CI DOYLE PRIVATE WEALTH, LLC$640,012$1,615,012,524$6,778,954$1,621,791,478
    89CHIRON CAPITAL MANAGEMENT, LLC$258,336$236,706,951$7,162,339$243,869,290
    90B&C FINANCIAL ADVISORS$435,132$474,855,852$7,705,872$482,561,724
    91KAIROS PRIVATE WEALTH, INC.$212,259$107,103,645$7,728,371$114,832,016
    92BRIGHTWATER ADVISORY, LLC$356,520$212,123,077$8,206,440$220,329,517
    93MOISAND FITZGERALD TAMAYO, LLC$309,283$913,608,089$8,364,085$921,972,174
    94PARAGON WEALTH STRATEGIES, LLC.$365,550$521,185,658$8,861,662$530,047,320
    95FIRSTRUST$1,516,129$177,000,000$11,000,000$188,000,000
    96KING WEALTH MANAGEMENT GROUP, LLC$460,762$714,516,153$11,645,375$726,161,528
    97NAPLES MONEY MANAGEMENT LLC$317,145$171,818,147$11,808,667$183,626,814
    98GLOBAL TRUST$640,483$408,210,327$11,946,515$420,156,842
    99BLACKSTON FINANCIAL ADVISORY GROUP, LLC$131,310$209,263,745$14,357,826$223,621,571
    100F&V CAPITAL MANAGEMENT, L.L.C.$2,186,742$373,520,488$15,719,655$389,240,143
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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.