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
1WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
2CV ADVISORS LLC$7,354,756$586,067,427$6,224,436,405$6,810,503,832
3WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
4EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$476,504$2,094,399,225$1,741,087$2,096,140,312
5RESOURCE CONSULTING GROUP$889,343$2,030,370,126$2,030,370,126
6YALE CAPITAL CORP.$18,042,448$1,912,499,533$1,912,499,533
7HERITAGE INVESTMENT GROUP, INC.$752,287$1,354,868,446$1,354,868,446
8SOUND INCOME STRATEGIES, LLC$121,956$1,107,534,019$65,071,075$1,172,605,094
9DAKOTA WEALTH, LLC$497,262$1,138,772,443$3,935,548$1,142,707,991
10DOYLE WEALTH MANAGEMENT, INC.$510,559$1,076,447,308$11,554,447$1,088,001,755
11SLATESTONE WEALTH LLC$575,380$1,028,033,310$12,828,307$1,040,861,617
12J. L. BAINBRIDGE & CO., INC.$441,076$812,903,745$812,903,745
13PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
14MMBG INVESTMENT ADVISORS CO.$14,587,444$787,721,993$787,721,993
15FOURTHOUGHT PRIVATE WEALTH$322,663$732,122,156$732,122,156
16LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT$335,781$530,092,987$184,113,933$714,206,920
17AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
18MOISAND FITZGERALD TAMAYO, LLC$276,893$648,180,983$2,239,948$650,420,931
19ARS WEALTH ADVISORS$417,709$627,044,500$10,379,918$637,424,418
20AVIANCE CAPITAL PARTNERS LLC$1,054,623$565,003,592$29,803,554$594,807,146
21SUNCOAST EQUITY MANAGEMENT, LLC$697,117$583,486,835$583,486,835
22AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
23FIRESTONE CAPITAL MANAGEMENT INC$500,737$539,100,000$4,700,000$543,800,000
24NOESIS CAPITAL MANAGEMENT CORP$623,962$472,821,392$48,811,047$521,632,439
25BLUE OCEAN CAPITAL$1,080,615$514,372,567$514,372,567
26FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
27BILTMORE CAPITAL ADVISORS$552,155$437,859,206$437,859,206
28TOBIAS FINANCIAL ADVISORS$366,212$410,400,000$18,800,000$429,200,000
29SWM ADVISORS$8,644,261$405,645,440$9,279,090$414,924,530
30ELEMENT POINTE ADVISORS$2,459,618$385,625,928$20,211,122$405,837,050
31B&C FINANCIAL ADVISORS$369,427$365,048,009$5,118,314$370,166,323
32ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
33BRAY CAPITAL ADVISORS, LLC$1,417,243$355,727,994$355,727,994
34CASTLE WEALTH MANAGEMENT$527,653$310,276,479$44,834,019$355,110,498
35COMPASS FINANCIAL GROUP, INC.$867,415$340,894,250$340,894,250
36GLOBAL TRUST$466,515$319,349,235$13,742,260$333,091,495
37RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$490,504$322,751,407$322,751,407
38TRUADVICE LLC$98,512$322,007,324$521,335$322,528,659
39PARAGON WEALTH STRATEGIES, LLC.$312,990$308,912,787$11,902,436$320,815,223
40ARBOR WEALTH$322,953$313,910,486$313,910,486
41GYROSCOPE CAPITAL MANAGEMENT GROUP LLC$464,329$286,955,486$286,955,486
42BAYSHORE CAPITAL ADVISORS, LLC$5,402,899$280,950,730$280,950,730
43SKY ALPHA ASSET ADVISORS LLC$1,867,790$276,432,886$276,432,886
44WINNING POINTS ADVISORS, L.L.C.$512,935$268,778,000$268,778,000
45CORE WEALTH ADVISORS, INC.$495,117$267,237,081$125,911$267,362,992
46TIM LOONEY INVESTMENTS, LLC$277,073$266,267,278$266,267,278
47MARQUIS WEALTH MANAGEMENT GROUP$316,215$46,911,521$216,179,632$263,091,153
48INTEGRA CAPITAL ADVISORS$456,525$256,110,456$256,110,456
49AMERICAN ASSET MANAGEMENT INC.$725,738$251,105,460$251,105,460
50MADDEN ADVISORY SERVICES, INC.$474,550$248,189,556$248,189,556
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Showing 1 to 50 of 107 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 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.