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 |
|---|---|---|---|---|---|
| 1 | Matthias Private Wealth, LLC | $305,676 | $79,237,248 | $28,054,919 | $107,292,167 |
| 2 | Fiduciary Wealth Advisors, LLC | $2,516,869 | $108,225,367 | — | $108,225,367 |
| 3 | Affiliated Private Investors Llc | $182,213 | $113,336,704 | — | $113,336,704 |
| 4 | Total Wealth Planning And Management, Inc. | $166,244 | $115,664,426 | $1,537,518 | $117,201,944 |
| 5 | Luma Capital | $2,276,577 | $25,773,266 | $92,608,714 | $118,381,980 |
| 6 | Belleair Asset Management, LLC | $460,973 | $69,760,931 | $49,631,171 | $119,392,102 |
| 7 | Swaine & Leidel Wealth Services, LLC | $157,223 | $120,589,809 | — | $120,589,809 |
| 8 | Cathy Pareto and Associates | $293,360 | $122,917,645 | — | $122,917,645 |
| 9 | Millares Asset Management, LLC | $881,391 | $125,157,471 | — | $125,157,471 |
| 10 | Core Wealth Management, Inc. | $245,358 | $126,113,809 | — | $126,113,809 |
| 11 | Financial Management Concepts | $229,459 | $126,202,465 | — | $126,202,465 |
| 12 | Grand Central Investment Group | $281,573 | $100,229,211 | $27,886,416 | $128,115,627 |
| 13 | Mariaca Wealth Management, LLC | $264,420 | $109,596,754 | $22,084,329 | $131,681,083 |
| 14 | Naples Money Management LLC | $359,335 | $125,921,425 | $6,313,800 | $132,235,225 |
| 15 | Riverplace Capital Management Inc | $512,392 | $132,709,651 | — | $132,709,651 |
| 16 | Dorman Financial Management, P.A. | $160,856 | $131,326,417 | $1,540,893 | $132,867,310 |
| 17 | Financial Harvest Wealth Advisors | $246,668 | $131,091,659 | $3,835,522 | $134,927,181 |
| 18 | Treasure Coast Financial Planning, Inc. | $250,690 | $135,873,716 | — | $135,873,716 |
| 19 | Baldwin & Associates | $253,949 | — | $137,132,368 | $137,132,368 |
| 20 | Northstar Financial Planners, Inc. | $195,277 | $137,865,669 | — | $137,865,669 |
| 21 | Rivertree Advisors | $586,937 | $138,495,253 | $608,805 | $139,104,058 |
| 22 | Macke Financial Advisory Group | $203,271 | $142,492,645 | — | $142,492,645 |
| 23 | G & O Financial Services, Inc. | $1,875,500 | $132,149,459 | $12,264,073 | $144,413,532 |
| 24 | Spraker Wealth Management Inc | $411,221 | $148,450,941 | — | $148,450,941 |
| 25 | Saltmarsh Financial Advisors, LLC | $475,858 | $150,371,000 | — | $150,371,000 |
| 26 | Firstrust | $1,224,409 | $148,500,000 | $7,000,000 | $155,500,000 |
| 27 | Rutherford Asset Planning, Inc. | $493,369 | $156,398,120 | — | $156,398,120 |
| 28 | Adam Financial Associates Inc | $254,438 | $160,804,820 | — | $160,804,820 |
| 29 | Client 1St Advisory Group | $308,463 | $168,719,720 | $3,094,000 | $171,813,720 |
| 30 | Moseley Investment Management, Inc. | $252,069 | $172,301,487 | $3,642,826 | $175,944,313 |
| 31 | Successful Portfolios LLC | $276,775 | $151,377,314 | $24,928,044 | $176,305,358 |
| 32 | Life Planning Partners, Inc. | $325,648 | $179,305,827 | $451,706 | $179,757,533 |
| 33 | Disciplined Equity Management, Inc. | $345,618 | $182,140,640 | — | $182,140,640 |
| 34 | Brightwater Advisory, LLC | $317,549 | $177,108,060 | $6,117,690 | $183,225,750 |
| 35 | Allgen Financial Advisors, Inc. | $163,478 | $185,000,000 | $3,000,000 | $188,000,000 |
| 36 | Investment Advisory Professionals LLC | $1,466,165 | $195,000,000 | — | $195,000,000 |
| 37 | American Asset Management Inc. | $397,318 | $198,659,000 | — | $198,659,000 |
| 38 | Integra Capital Advisors | $757,417 | $199,400,649 | $3,586,989 | $202,987,638 |
| 39 | Marquis Wealth Management Group | $255,100 | $33,386,855 | $172,989,406 | $206,376,261 |
| 40 | Winning Points Advisors | $392,453 | $208,000,000 | — | $208,000,000 |
| 41 | Core Wealth Advisors, Inc. | $427,234 | $208,797,607 | $119,574 | $208,917,181 |
| 42 | Truadvice LLC | $90,226 | $210,865,765 | $4,324,028 | $215,189,793 |
| 43 | The Lubitz Financial Group | $1,526,558 | $215,244,678 | — | $215,244,678 |
| 44 | Solomon Api, LP | $115,143 | $219,577,617 | — | $219,577,617 |
| 45 | Ruggie Wealth Management | $508,643 | $219,733,623 | — | $219,733,623 |
| 46 | Tim Looney Investments | $240,984 | — | $221,223,177 | $221,223,177 |
| 47 | Inlet Private Wealth, LLC | $2,921,893 | $176,161,302 | $45,902,533 | $222,063,835 |
| 48 | Emerald Asset Advisors LLC | $410,937 | $192,521,235 | $32,261,479 | $224,782,714 |
| 49 | Arbor Wealth Management | $258,824 | $226,212,310 | — | $226,212,310 |
| 50 | B&C Financial Advisors | $658,009 | $230,961,022 | — | $230,961,022 |
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.
