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 | W.E. Family Offices, LLC | $118,612,102 | — | $10,200,640,735 | $10,200,640,735 |
| 2 | CV Advisors LLC | $6,815,634 | $642,536,163 | $7,018,236,944 | $7,660,773,107 |
| 3 | Evensky & Katz, LLC | $523,302 | $2,363,426,378 | $2,947,473 | $2,366,373,851 |
| 4 | WATER OAK ADVISORS, LLC | $1,111,937 | $2,101,164,206 | $144,948,809 | $2,246,113,015 |
| 5 | Resource Consulting Group Inc | $886,231 | $2,193,422,143 | — | $2,193,422,143 |
| 6 | Texas Yale Capital Corp. | $19,116,143 | $2,045,427,322 | — | $2,045,427,322 |
| 7 | MMBG Investment Advisors Co. | $17,448,611 | $1,483,131,951 | — | $1,483,131,951 |
| 8 | Dakota Wealth, LLC | $555,870 | $1,418,995,059 | $1,253,798 | $1,420,248,857 |
| 9 | Heritage Investment Group, Inc. | $756,055 | $1,388,116,487 | — | $1,388,116,487 |
| 10 | Sound Income Strategies, LLC | $110,727 | $1,246,649,590 | $63,696,500 | $1,310,346,090 |
| 11 | Doyle Wealth Management, LLC | $558,151 | $1,257,514,673 | — | $1,257,514,673 |
| 12 | Fourthought Financial, LLC | $363,624 | $950,514,383 | — | $950,514,383 |
| 13 | Allegiant Private Advisors, LLC | $666,980 | $905,737,620 | $5,357,469 | $911,095,089 |
| 14 | Landsberg, Bennett, & Dubbaneh LLC | $381,480 | $760,022,048 | $117,381,359 | $877,403,407 |
| 15 | Suncoast Equity Management, LLC | $802,038 | $850,160,087 | — | $850,160,087 |
| 16 | Slatestone Wealth LLC | $750,165 | $838,867,989 | $6,567,414 | $845,435,403 |
| 17 | PRIVATE CAPITAL MANAGEMENT | $2,353,596 | $793,161,990 | — | $793,161,990 |
| 18 | Destiny Wealth Partners, LLC | $338,325 | $780,801,015 | $4,450,934 | $785,251,949 |
| 19 | J. L. Bainbridge & Co., Inc. | $454,366 | $783,326,590 | — | $783,326,590 |
| 20 | Moisand Fitzgerald Tamayo, LLC | $290,710 | $735,319,371 | $7,445,057 | $742,764,428 |
| 21 | ARS Wealth Advisors, LLC | $445,219 | $696,081,081 | $8,255,451 | $704,336,532 |
| 22 | AFFILIATED PRIVATE INVESTORS LLC | $22,421,314 | $672,639,433 | — | $672,639,433 |
| 23 | American Financial Advisors Inc | $439,769 | — | $635,027,053 | $635,027,053 |
| 24 | King Wealth Management Group, LLC | $407,953 | $604,325,100 | $16,171,640 | $620,496,740 |
| 25 | The Ullmann Financial Group, Inc. | $717,032 | $575,098,518 | $7,131,266 | $582,229,784 |
| 26 | Element Pointe Advisors, LLC | $2,286,280 | $549,425,050 | $22,144,881 | $571,569,931 |
| 27 | Firestone Capital Management Inc | $511,241 | $564,200,000 | $4,300,000 | $568,500,000 |
| 28 | Seabridge Wealth Management, LLC | $8,683,096 | $528,812,374 | $35,588,874 | $564,401,248 |
| 29 | Aviance Capital Partners LLC | $914,569 | $557,497,035 | $390,028 | $557,887,063 |
| 30 | Noesis Capital Management Corp | $660,370 | $501,745,999 | $49,002,932 | $550,748,931 |
| 31 | Biltmore Capital Advisors, LLC | $551,422 | $519,439,416 | — | $519,439,416 |
| 32 | Fitzroy Investment Advisors LLC | $10,691,404 | — | $513,187,389 | $513,187,389 |
| 33 | Tobias Financial Advisors, Inc. | $378,319 | $493,000,000 | $20,000,000 | $513,000,000 |
| 34 | Truadvice LLC | $143,725 | $484,782,934 | $4,600,122 | $489,383,056 |
| 35 | CPA Asset Management Group, LLC | $1,054,317 | $484,985,803 | — | $484,985,803 |
| 36 | Paragon Wealth Strategies, LLC. | $370,009 | $450,141,526 | $17,550,345 | $467,691,871 |
| 37 | Bray Capital Advisors, LLC | $1,786,554 | $428,773,055 | — | $428,773,055 |
| 38 | Butensky & Cohen Financial Security Inc | $391,638 | $406,999,181 | $6,179,430 | $413,178,611 |
| 39 | The High Net Worth Advisory Group, LLC | $674,505 | $347,165,542 | $56,188,699 | $403,354,241 |
| 40 | Castle Wealth Management LLC | $516,545 | $380,901,426 | $11,155,909 | $392,057,335 |
| 41 | Rainey & Randall Investment Management, Inc. | $555,963 | $371,383,167 | — | $371,383,167 |
| 42 | Arbor Wealth Management, LLC | $361,867 | $360,057,566 | — | $360,057,566 |
| 43 | ASTON CAPITAL MANAGEMENT | $35,957,045 | $95,690,038 | $263,880,409 | $359,570,447 |
| 44 | Compass Financial Group, Inc. | $870,077 | $357,601,500 | — | $357,601,500 |
| 45 | Global Trust Asset Management, LLC | $518,929 | $324,658,341 | $15,240,362 | $339,898,703 |
| 46 | Core Wealth Advisors, Inc. | $561,977 | $324,690,088 | $132,585 | $324,822,673 |
| 47 | Breiter Capital Management Inc | $590,842 | $314,327,980 | — | $314,327,980 |
| 48 | Bayshore Capital Advisors, LLC | $7,413,866 | $209,091,916 | $102,290,470 | $311,382,386 |
| 49 | Compound Family Offices, LLC | $1,822,074 | $302,464,256 | — | $302,464,256 |
| 50 | MNS Financial Management, L.L.C. | $352,616 | $49,950,941 | $245,893,962 | $295,844,903 |
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.
