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
1Davis Capital Management$920,168$109,200,000$300,000$109,500,000
2Bluekey Wealth Advisors, Llc$294,969$105,900,627$4,122,847$110,023,474
3Tcwp Llc$337,537$107,716,759$2,995,537$110,712,296
4Naples Money Management Llc$285,822$119,929,603$6,689,613$126,619,216
5Utopia Wealth Management, Llc$3,174,440$126,977,616$126,977,616
6Matthias Private Wealth, Llc$344,866$98,756,240$28,499,216$127,255,456
7Total Wealth Planning And Management, Inc.$191,971$125,626,874$1,841,798$127,468,672
8Macke Financial Advisory Group$251,139$121,617,396$6,714,567$128,331,963
9Avenir Private Advisors, Llc$207,036$130,432,689$130,432,689
10Antonetti Capital Management, Llc$432,551$108,785,760$22,277,132$131,062,892
11Grand Central Investment Group, Llc$309,589$111,226,026$25,921,765$137,147,791
12Vesta Wealth Management, Llc$437,500$113,444,867$23,930,129$137,374,996
13Rutherford Asset Planning, Inc.$495,405$139,704,164$139,704,164
14Blackston Financial Advisory Group, Llc$102,454$137,139,177$3,530,712$140,669,889
15Belleair Asset Management, Llc$495,991$85,869,424$55,983,932$141,853,356
16Financial Management Concepts$251,486$145,610,229$145,610,229
17Dorman Financial Management, P.A.$162,154$148,120,546$898,636$149,019,182
18G & O Financial Services, Inc.$1,296,163$134,517,857$14,540,917$149,058,774
19Treasure Coast Financial Planning, Inc.$276,643$152,153,625$152,153,625
20Baldwin & Associates$280,842$154,744,210$154,744,210
21Riverplace Capital Management Inc$645,107$154,825,783$154,825,783
22Fiduciary Wealth Advisors, Llc$2,287,425$157,832,355$157,832,355
23Rivertree Advisors, Llc$615,987$157,247,277$1,677,477$158,924,754
24Swaine & Leidel Wealth Services, Llc$171,240$160,794,705$160,794,705
25Solomon Api, Lp$85,397$159,739,459$2,684,743$162,424,202
26Millares Asset Management, Llc$977,695$163,275,141$163,275,141
27Carpenter, Claydon Advisors, Inc.$646,464$3,924,919$160,276,949$164,201,868
28Mariaca Wealth Management, Llc$321,218$138,527,516$27,863,479$166,390,995
29Core Wealth Management, Inc.$313,521$167,106,487$167,106,487
30Spraker Wealth Management Inc$484,788$171,615,039$171,615,039
31Financial Harvest Wealth Advisors$278,275$166,396,067$7,525,799$173,921,866
32Northstar Financial Planners, Inc.$646,919$175,314,992$175,314,992
33Successful Portfolios Llc$232,114$150,120,711$27,678,721$177,799,432
34Client 1St Advisory Group$300,733$179,375,943$3,470,000$182,845,943
35Banyan Global Investment Advisors, Llc$1,475,913$208,103,708$208,103,708
36Saltmarsh Financial Advisors, L.L.C.$525,606$211,293,758$211,293,758
37Life Planning Partners, Inc.$351,531$216,287,082$607,540$216,894,622
38Investment Advisory Professionals Llc$1,602,143$224,300,000$224,300,000
39Allgen Financial Advisors, Inc.$151,804$235,296,000$235,296,000
40Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
41Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
42Compound Family Offices, Llc$2,188,962$238,596,854$238,596,854
43Rwm Asset Management, Llc$1,615,301$240,151,211$528,571$240,679,782
44Madden Advisory Services, Inc.$474,550$248,189,556$248,189,556
45American Asset Management Inc.$725,738$251,105,460$251,105,460
46Integra Capital Advisors$456,525$256,110,456$256,110,456
47Marquis Wealth Management Group$316,215$46,911,521$216,179,632$263,091,153
48Tim Looney Investments, Llc$277,073$266,267,278$266,267,278
49Winning Points Advisors, L.L.C.$535,383$267,155,930$267,155,930
50Core Wealth Advisors, Inc.$495,117$267,237,081$125,911$267,362,992
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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.