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 | WE FAMILY OFFICES | $111,832,256 | — | $8,834,748,220 | $8,834,748,220 |
| 2 | CV ADVISORS LLC | $7,354,756 | $586,067,427 | $6,224,436,405 | $6,810,503,832 |
| 3 | WATER OAK ADVISORS, LLC | $1,111,937 | $2,101,164,206 | $144,948,809 | $2,246,113,015 |
| 4 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $476,504 | $2,094,399,225 | $1,741,087 | $2,096,140,312 |
| 5 | RESOURCE CONSULTING GROUP | $889,343 | $2,030,370,126 | — | $2,030,370,126 |
| 6 | YALE CAPITAL CORP. | $18,042,448 | $1,912,499,533 | — | $1,912,499,533 |
| 7 | HERITAGE INVESTMENT GROUP, INC. | $752,287 | $1,354,868,446 | — | $1,354,868,446 |
| 8 | SOUND INCOME STRATEGIES, LLC | $121,956 | $1,107,534,019 | $65,071,075 | $1,172,605,094 |
| 9 | DAKOTA WEALTH, LLC | $497,262 | $1,138,772,443 | $3,935,548 | $1,142,707,991 |
| 10 | DOYLE WEALTH MANAGEMENT, INC. | $510,559 | $1,076,447,308 | $11,554,447 | $1,088,001,755 |
| 11 | SLATESTONE WEALTH LLC | $575,380 | $1,028,033,310 | $12,828,307 | $1,040,861,617 |
| 12 | J. L. BAINBRIDGE & CO., INC. | $441,076 | $812,903,745 | — | $812,903,745 |
| 13 | PRIVATE CAPITAL MANAGEMENT | $2,353,596 | $793,161,990 | — | $793,161,990 |
| 14 | MMBG INVESTMENT ADVISORS CO. | $14,587,444 | $787,721,993 | — | $787,721,993 |
| 15 | FOURTHOUGHT PRIVATE WEALTH | $322,663 | $732,122,156 | — | $732,122,156 |
| 16 | LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | $335,781 | $530,092,987 | $184,113,933 | $714,206,920 |
| 17 | AFFILIATED PRIVATE INVESTORS LLC | $22,421,314 | $672,639,433 | — | $672,639,433 |
| 18 | MOISAND FITZGERALD TAMAYO, LLC | $276,893 | $648,180,983 | $2,239,948 | $650,420,931 |
| 19 | ARS WEALTH ADVISORS | $417,709 | $627,044,500 | $10,379,918 | $637,424,418 |
| 20 | AVIANCE CAPITAL PARTNERS LLC | $1,054,623 | $565,003,592 | $29,803,554 | $594,807,146 |
| 21 | SUNCOAST EQUITY MANAGEMENT, LLC | $697,117 | $583,486,835 | — | $583,486,835 |
| 22 | AMERICAN FINANCIAL ADVISORS INC | $345,506 | — | $558,682,841 | $558,682,841 |
| 23 | FIRESTONE CAPITAL MANAGEMENT INC | $500,737 | $539,100,000 | $4,700,000 | $543,800,000 |
| 24 | NOESIS CAPITAL MANAGEMENT CORP | $623,962 | $472,821,392 | $48,811,047 | $521,632,439 |
| 25 | BLUE OCEAN CAPITAL | $1,080,615 | $514,372,567 | — | $514,372,567 |
| 26 | FITZROY INVESTMENT ADVISORS LLC | $11,959,212 | — | $442,490,860 | $442,490,860 |
| 27 | BILTMORE CAPITAL ADVISORS | $552,155 | $437,859,206 | — | $437,859,206 |
| 28 | TOBIAS FINANCIAL ADVISORS | $366,212 | $410,400,000 | $18,800,000 | $429,200,000 |
| 29 | SWM ADVISORS | $8,644,261 | $405,645,440 | $9,279,090 | $414,924,530 |
| 30 | ELEMENT POINTE ADVISORS | $2,459,618 | $385,625,928 | $20,211,122 | $405,837,050 |
| 31 | B&C FINANCIAL ADVISORS | $369,427 | $365,048,009 | $5,118,314 | $370,166,323 |
| 32 | ASTON CAPITAL MANAGEMENT | $35,957,045 | $95,690,038 | $263,880,409 | $359,570,447 |
| 33 | BRAY CAPITAL ADVISORS, LLC | $1,417,243 | $355,727,994 | — | $355,727,994 |
| 34 | CASTLE WEALTH MANAGEMENT | $527,653 | $310,276,479 | $44,834,019 | $355,110,498 |
| 35 | COMPASS FINANCIAL GROUP, INC. | $867,415 | $340,894,250 | — | $340,894,250 |
| 36 | GLOBAL TRUST | $466,515 | $319,349,235 | $13,742,260 | $333,091,495 |
| 37 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $490,504 | $322,751,407 | — | $322,751,407 |
| 38 | TRUADVICE LLC | $98,512 | $322,007,324 | $521,335 | $322,528,659 |
| 39 | PARAGON WEALTH STRATEGIES, LLC. | $312,990 | $308,912,787 | $11,902,436 | $320,815,223 |
| 40 | ARBOR WEALTH | $322,953 | $313,910,486 | — | $313,910,486 |
| 41 | GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | $464,329 | $286,955,486 | — | $286,955,486 |
| 42 | BAYSHORE CAPITAL ADVISORS, LLC | $5,402,899 | $280,950,730 | — | $280,950,730 |
| 43 | SKY ALPHA ASSET ADVISORS LLC | $1,867,790 | $276,432,886 | — | $276,432,886 |
| 44 | WINNING POINTS ADVISORS, L.L.C. | $512,935 | $268,778,000 | — | $268,778,000 |
| 45 | CORE WEALTH ADVISORS, INC. | $495,117 | $267,237,081 | $125,911 | $267,362,992 |
| 46 | TIM LOONEY INVESTMENTS, LLC | $277,073 | — | $266,267,278 | $266,267,278 |
| 47 | MARQUIS WEALTH MANAGEMENT GROUP | $316,215 | $46,911,521 | $216,179,632 | $263,091,153 |
| 48 | INTEGRA CAPITAL ADVISORS | $456,525 | $256,110,456 | — | $256,110,456 |
| 49 | AMERICAN ASSET MANAGEMENT INC. | $725,738 | $251,105,460 | — | $251,105,460 |
| 50 | MADDEN ADVISORY SERVICES, INC. | $474,550 | $248,189,556 | — | $248,189,556 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
