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
1Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
2Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
3Sea Hunter Capital LLC$1,409,919$107,153,851$107,153,851
4Trustwell Financial Advisors, LLC$130,902$110,552,529$190,520$110,743,049
5Lawrence Financial Planning, LLC$1,519,693$8,093,794$102,843,818$110,937,612
6Robbie L. Kennerson, P.A.$104,798$114,962,251$420,000$115,382,251
7Forza Wealth Management, LLC$559,084$113,830,753$1,899,714$115,730,467
8Spectra Investment Management, LLC$1,452,239$112,983,080$3,196,046$116,179,126
9Planning Solutions International LLC$102,124$118,770,008$118,770,008
10The Tenret Company, LLC$1,347,810$121,302,898$121,302,898
11Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
12Armada Advisors, Inc.$173,489$99,487,028$25,078,034$124,565,062
13Wall Advisors, Inc.$314,872$121,906,371$4,042,567$125,948,938
14TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
15Davis Capital Management LLC$345,013$128,000,000$128,000,000
16Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
17Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
18Instrumental Wealth, LLC$157,697$132,780,712$132,780,712
19Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
20Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
21Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
22RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
23Guardsman Private Capital Management, Inc.$5,437,722$80,942,166$60,438,610$141,380,776
24Matthias Private Wealth, LLC$395,091$113,003,893$28,833,854$141,837,747
25Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
26Naples Money Management LLC$848,362$133,909,619$12,008,563$145,918,182
27Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
28Utopia Wealth Management, LLC$2,306,575$152,233,921$152,233,921
29American Asset Management Inc.$492,759$153,248,089$153,248,089
30Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
31BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
32ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
33G & O Financial Services, Inc.$1,430,591$142,852,972$14,512,056$157,365,028
34Vesta Wealth Management, LLC$490,528$131,573,787$26,376,212$157,949,999
35Financial Management Concepts$267,870$158,311,295$158,311,295
36Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
37Rivertree Advisors, LLC$557,310$158,917,261$2,702,748$161,620,009
38SOLOMON API, LP$85,397$159,739,459$2,684,743$162,424,202
39Riverplace Capital Management Inc$593,708$163,863,446$163,863,446
40Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
41Blackston'S Financial Advisory Group, LLC$115,623$156,555,831$10,865,691$167,421,522
42TCWP LLC$362,279$166,626,166$5,456,496$172,082,662
43Rutherford Asset Planning, Inc.$567,429$173,065,840$173,065,840
44Chronos Wealth Management, L.L.C.$351,474$173,627,918$173,627,918
45Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
46Millares Asset Management, LLC$1,045,251$176,647,383$176,647,383
47Firstrust LLC$1,273,381$166,000,000$11,000,000$177,000,000
48Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
49Banyan Global Investment Advisors, LLC$1,021,225$180,756,785$180,756,785
50Northstar Financial Planners, Inc.$245,309$180,792,475$180,792,475
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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.