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
1Matthias Private Wealth, LLC$305,676$79,237,248$28,054,919$107,292,167
2Fiduciary Wealth Advisors, LLC$2,516,869$108,225,367$108,225,367
3Affiliated Private Investors Llc$182,213$113,336,704$113,336,704
4Total Wealth Planning And Management, Inc.$166,244$115,664,426$1,537,518$117,201,944
5Luma Capital$2,276,577$25,773,266$92,608,714$118,381,980
6Belleair Asset Management, LLC$460,973$69,760,931$49,631,171$119,392,102
7Swaine & Leidel Wealth Services, LLC$157,223$120,589,809$120,589,809
8Cathy Pareto and Associates$293,360$122,917,645$122,917,645
9Millares Asset Management, LLC$881,391$125,157,471$125,157,471
10Core Wealth Management, Inc.$245,358$126,113,809$126,113,809
11Financial Management Concepts$229,459$126,202,465$126,202,465
12Grand Central Investment Group$281,573$100,229,211$27,886,416$128,115,627
13Mariaca Wealth Management, LLC$264,420$109,596,754$22,084,329$131,681,083
14Naples Money Management LLC$359,335$125,921,425$6,313,800$132,235,225
15Riverplace Capital Management Inc$512,392$132,709,651$132,709,651
16Dorman Financial Management, P.A.$160,856$131,326,417$1,540,893$132,867,310
17Financial Harvest Wealth Advisors$246,668$131,091,659$3,835,522$134,927,181
18Treasure Coast Financial Planning, Inc.$250,690$135,873,716$135,873,716
19Baldwin & Associates$253,949$137,132,368$137,132,368
20Northstar Financial Planners, Inc.$195,277$137,865,669$137,865,669
21Rivertree Advisors$586,937$138,495,253$608,805$139,104,058
22Macke Financial Advisory Group$203,271$142,492,645$142,492,645
23G & O Financial Services, Inc.$1,875,500$132,149,459$12,264,073$144,413,532
24Spraker Wealth Management Inc$411,221$148,450,941$148,450,941
25Saltmarsh Financial Advisors, LLC$475,858$150,371,000$150,371,000
27Rutherford Asset Planning, Inc.$493,369$156,398,120$156,398,120
28Adam Financial Associates Inc$254,438$160,804,820$160,804,820
29Client 1St Advisory Group$308,463$168,719,720$3,094,000$171,813,720
30Moseley Investment Management, Inc.$252,069$172,301,487$3,642,826$175,944,313
31Successful Portfolios LLC$276,775$151,377,314$24,928,044$176,305,358
32Life Planning Partners, Inc.$325,648$179,305,827$451,706$179,757,533
33Disciplined Equity Management, Inc.$345,618$182,140,640$182,140,640
34Brightwater Advisory, LLC$317,549$177,108,060$6,117,690$183,225,750
35Allgen Financial Advisors, Inc.$163,478$185,000,000$3,000,000$188,000,000
36Investment Advisory Professionals LLC$1,466,165$195,000,000$195,000,000
37American Asset Management Inc.$397,318$198,659,000$198,659,000
38Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
39Marquis Wealth Management Group$255,100$33,386,855$172,989,406$206,376,261
40Winning Points Advisors$392,453$208,000,000$208,000,000
41Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
42Truadvice LLC$90,226$210,865,765$4,324,028$215,189,793
43The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
44Solomon Api, LP$115,143$219,577,617$219,577,617
45Ruggie Wealth Management$508,643$219,733,623$219,733,623
46Tim Looney Investments$240,984$221,223,177$221,223,177
47Inlet Private Wealth, LLC$2,921,893$176,161,302$45,902,533$222,063,835
48Emerald Asset Advisors LLC$410,937$192,521,235$32,261,479$224,782,714
49Arbor Wealth Management$258,824$226,212,310$226,212,310
50B&C Financial Advisors$658,009$230,961,022$230,961,022
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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.