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