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
101Seabridge Wealth Management, LLC$8,683,096$528,812,374$35,588,874$564,401,248
102Firestone Capital Management Inc$511,241$564,200,000$4,300,000$568,500,000
103Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
104The Ullmann Financial Group, Inc.$717,032$575,098,518$7,131,266$582,229,784
105King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
106American Financial Advisors Inc$439,769$635,027,053$635,027,053
107AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
108ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
109Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
110J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
111Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
112PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
113Slatestone Wealth LLC$750,165$838,867,989$6,567,414$845,435,403
114Suncoast Equity Management, LLC$802,038$850,160,087$850,160,087
115Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
116Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
117Fourthought Financial, LLC$363,624$950,514,383$950,514,383
118Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
119Sound Income Strategies, LLC$110,727$1,246,649,590$63,696,500$1,310,346,090
120Heritage Investment Group, Inc.$756,055$1,388,116,487$1,388,116,487
121Dakota Wealth, LLC$555,870$1,418,995,059$1,253,798$1,420,248,857
122MMBG Investment Advisors Co.$17,448,611$1,483,131,951$1,483,131,951
123Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
124Resource Consulting Group Inc$886,231$2,193,422,143$2,193,422,143
125WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
126Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
127CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
128W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
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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.