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
1SOLOMON API, LP$85,397$159,739,459$2,684,743$162,424,202
2ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
3Planning Solutions International LLC$102,124$118,770,008$118,770,008
4Robbie L. Kennerson, P.A.$104,798$114,962,251$420,000$115,382,251
5Sound Income Strategies, LLC$110,727$1,246,649,590$63,696,500$1,310,346,090
6Blackston'S Financial Advisory Group, LLC$115,623$156,555,831$10,865,691$167,421,522
7Trustwell Financial Advisors, LLC$130,902$110,552,529$190,520$110,743,049
8Truadvice LLC$143,725$484,782,934$4,600,122$489,383,056
9Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
10Instrumental Wealth, LLC$157,697$132,780,712$132,780,712
11Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
12Armada Advisors, Inc.$173,489$99,487,028$25,078,034$124,565,062
13Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
14TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
15Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
16PFG Private Wealth Management, LLC$203,404$192,623,435$5,289,088$197,912,523
17Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
18Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
19Northstar Financial Planners, Inc.$245,309$180,792,475$180,792,475
20RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
21Financial Management Concepts$267,870$158,311,295$158,311,295
22Second Half Financial Partners, LLC$270,659$192,167,861$192,167,861
23Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
24Financial Harvest, LLC$272,816$204,264,628$620,440$204,885,068
25Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
26BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
27Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
28Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
29Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
30Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
31Wall Advisors, Inc.$314,872$121,906,371$4,042,567$125,948,938
32Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
33Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
34Successful Portfolios LLC$326,835$214,628,354$53,049,800$267,678,154
35Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
36Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
37Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
38Lubitz Linda S Cfp Pa$338,950$219,978,574$219,978,574
39Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
40Davis Capital Management LLC$345,013$128,000,000$128,000,000
41Chronos Wealth Management, L.L.C.$351,474$173,627,918$173,627,918
42MNS Financial Management, L.L.C.$352,616$49,950,941$245,893,962$295,844,903
43Mariaca Wealth Management, LLC$353,209$166,610,735$34,718,600$201,329,335
44Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
45Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
46TCWP LLC$362,279$166,626,166$5,456,496$172,082,662
47Fourthought Financial, LLC$363,624$950,514,383$950,514,383
48FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
49Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
50Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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.