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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
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
2Truadvice Llc$98,512$322,007,324$521,335$322,528,659
3Blackston Financial Advisory Group, Llc$102,454$137,139,177$3,530,712$140,669,889
4Global Financial Private Capital, Inc.$116,110$2,287,938,176$2,287,938,176
5Sound Income Strategies, Llc$121,956$1,107,534,019$65,071,075$1,172,605,094
6Allgen Financial Advisors, Inc.$151,804$235,296,000$235,296,000
7Dorman Financial Management, P.A.$162,154$148,120,546$898,636$149,019,182
8Swaine & Leidel Wealth Services, Llc$171,240$160,794,705$160,794,705
9Total Wealth Planning And Management, Inc.$191,971$125,626,874$1,841,798$127,468,672
10Avenir Private Advisors, Llc$207,036$130,432,689$130,432,689
11Successful Portfolios Llc$232,114$150,120,711$27,678,721$177,799,432
12Macke Financial Advisory Group$251,139$121,617,396$6,714,567$128,331,963
13Financial Management Concepts$251,486$145,610,229$145,610,229
14Treasure Coast Financial Planning, Inc.$276,643$152,153,625$152,153,625
15Moisand Fitzgerald Tamayo, Llc$276,893$648,180,983$2,239,948$650,420,931
16Tim Looney Investments, Llc$277,073$266,267,278$266,267,278
17Financial Harvest Wealth Advisors$278,275$166,396,067$7,525,799$173,921,866
18Baldwin & Associates$280,842$154,744,210$154,744,210
19Naples Money Management Llc$285,822$119,929,603$6,689,613$126,619,216
20Bluekey Wealth Advisors, Llc$294,969$105,900,627$4,122,847$110,023,474
21Client 1St Advisory Group$300,733$179,375,943$3,470,000$182,845,943
22Grand Central Investment Group, Llc$309,589$111,226,026$25,921,765$137,147,791
23Paragon Wealth Strategies, Llc.$312,990$308,912,787$11,902,436$320,815,223
24Core Wealth Management, Inc.$313,521$167,106,487$167,106,487
25Marquis Wealth Management Group$316,215$46,911,521$216,179,632$263,091,153
26Mariaca Wealth Management, Llc$321,218$138,527,516$27,863,479$166,390,995
27Fourthought Private Wealth$322,663$732,122,156$732,122,156
28Arbor Wealth Management, Llc$322,953$313,910,486$313,910,486
29Landsberg Bennett Private Wealth Management$335,781$530,092,987$184,113,933$714,206,920
30Tcwp Llc$337,537$107,716,759$2,995,537$110,712,296
31Matthias Private Wealth, Llc$344,866$98,756,240$28,499,216$127,255,456
32American Financial Advisors Inc$345,506$558,682,841$558,682,841
33Life Planning Partners, Inc.$351,531$216,287,082$607,540$216,894,622
34Tobias Financial Advisors$366,212$410,400,000$18,800,000$429,200,000
35B&C Financial Advisors$369,427$365,048,009$5,118,314$370,166,323
36Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
37Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
38Ars Wealth Advisors$417,709$627,044,500$10,379,918$637,424,418
39Antonetti Capital Management, Llc$432,551$108,785,760$22,277,132$131,062,892
40Vesta Wealth Management, Llc$437,500$113,444,867$23,930,129$137,374,996
41J. L. Bainbridge & Co., Inc.$441,076$812,903,745$812,903,745
42Integra Capital Advisors$456,525$256,110,456$256,110,456
43Gyroscope Capital Management Group Llc$464,329$286,955,486$286,955,486
44Global Trust$466,515$319,349,235$13,742,260$333,091,495
45Madden Advisory Services, Inc.$474,550$248,189,556$248,189,556
46Spraker Wealth Management Inc$484,788$171,615,039$171,615,039
47Rainey & Randall Investment Management, Inc.$490,504$322,751,407$322,751,407
48Core Wealth Advisors, Inc.$495,117$267,237,081$125,911$267,362,992
49Rutherford Asset Planning, Inc.$495,405$139,704,164$139,704,164
50Belleair Asset Management, Llc$495,991$85,869,424$55,983,932$141,853,356
Next Page »

Showing 1 to 50 of 89 entries

Page 1 | 2

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.