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 | TRUADVICE LLC | $98,512 | $322,007,324 | $521,335 | $322,528,659 |
| 4 | BLACKSTON FINANCIAL ADVISORY GROUP, LLC | $102,454 | $137,139,177 | $3,530,712 | $140,669,889 |
| 5 | SOUND INCOME STRATEGIES, LLC | $121,956 | $1,107,534,019 | $65,071,075 | $1,172,605,094 |
| 6 | ALLGEN FINANCIAL ADVISORS, INC. | $151,804 | $235,296,000 | — | $235,296,000 |
| 7 | DORMAN FINANCIAL MANAGEMENT, P.A. | $162,154 | $148,120,546 | $898,636 | $149,019,182 |
| 8 | SWAINE & LEIDEL WEALTH SERVICES, LLC | $171,240 | $160,794,705 | — | $160,794,705 |
| 9 | TOTAL WEALTH PLANNING AND MANAGEMENT, INC. | $191,971 | $125,626,874 | $1,841,798 | $127,468,672 |
| 10 | BAUERLE FINANCIAL, INC | $192,608 | $99,005,969 | $5,194,759 | $104,200,728 |
| 11 | PFG PRIVATE WEALTH MANAGEMENT, LLC | $198,221 | $163,607,845 | $5,672,772 | $169,280,617 |
| 12 | CAMARDA WEALTH ADVISORY GROUP | $204,635 | $239,587,275 | $4,542,161 | $244,129,436 |
| 13 | HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS | $226,966 | $96,800,000 | $24,400,000 | $121,200,000 |
| 14 | CHIRON CAPITAL MANAGEMENT, LLC | $239,444 | $223,836,733 | $282,949 | $224,119,682 |
| 15 | MACKE FINANCIAL ADVISORY GROUP | $251,139 | $121,617,396 | $6,714,567 | $128,331,963 |
| 16 | FINANCIAL MANAGEMENT CONCEPTS | $251,486 | $145,610,229 | — | $145,610,229 |
| 17 | TREASURE COAST FINANCIAL PLANNING, INC. | $276,643 | $152,153,625 | — | $152,153,625 |
| 18 | MOISAND FITZGERALD TAMAYO, LLC | $276,893 | $648,180,983 | $2,239,948 | $650,420,931 |
| 19 | TIM LOONEY INVESTMENTS, LLC | $277,073 | — | $266,267,278 | $266,267,278 |
| 20 | FINANCIAL HARVEST WEALTH ADVISORS | $278,275 | $166,396,067 | $7,525,799 | $173,921,866 |
| 21 | BALDWIN & ASSOCIATES | $280,842 | — | $154,744,210 | $154,744,210 |
| 22 | CHRONOS WEALTH MANAGEMENT, L.L.C. | $285,613 | $149,946,691 | — | $149,946,691 |
| 23 | NAPLES MONEY MANAGEMENT LLC | $285,822 | $119,929,603 | $6,689,613 | $126,619,216 |
| 24 | SUCCESSFUL PORTFOLIOS LLC | $291,472 | $186,323,162 | $42,190,558 | $228,513,720 |
| 25 | BLUEKEY WEALTH ADVISORS, LLC | $294,969 | $105,900,627 | $4,122,847 | $110,023,474 |
| 26 | CLIENT 1ST ADVISORY GROUP | $300,733 | $179,375,943 | $3,470,000 | $182,845,943 |
| 27 | BRIGHTWATER ADVISORY, LLC | $304,202 | $178,382,390 | $5,659,645 | $184,042,035 |
| 28 | GRAND CENTRAL INVESTMENT GROUP, LLC | $309,589 | $111,226,026 | $25,921,765 | $137,147,791 |
| 29 | PARAGON WEALTH STRATEGIES, LLC. | $312,990 | $308,912,787 | $11,902,436 | $320,815,223 |
| 30 | CORE WEALTH MANAGEMENT, INC. | $313,521 | $167,106,487 | — | $167,106,487 |
| 31 | MARQUIS WEALTH MANAGEMENT GROUP | $316,215 | $46,911,521 | $216,179,632 | $263,091,153 |
| 32 | MARIACA WEALTH MANAGEMENT, LLC | $321,218 | $138,527,516 | $27,863,479 | $166,390,995 |
| 33 | FOURTHOUGHT PRIVATE WEALTH | $322,663 | $732,122,156 | — | $732,122,156 |
| 34 | ARBOR WEALTH | $322,953 | $313,910,486 | — | $313,910,486 |
| 35 | THE LUBITZ FINANCIAL GROUP | $329,660 | $215,267,835 | — | $215,267,835 |
| 36 | LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | $335,781 | $530,092,987 | $184,113,933 | $714,206,920 |
| 37 | TCWP LLC | $337,537 | $107,716,759 | $2,995,537 | $110,712,296 |
| 38 | MATTHIAS PRIVATE WEALTH, LLC | $344,866 | $98,756,240 | $28,499,216 | $127,255,456 |
| 39 | AMERICAN FINANCIAL ADVISORS INC | $345,506 | — | $558,682,841 | $558,682,841 |
| 40 | LIFE PLANNING PARTNERS, INC. | $351,531 | $216,287,082 | $607,540 | $216,894,622 |
| 41 | CATHY PARETO AND ASSOCIATES | $352,245 | $147,238,615 | — | $147,238,615 |
| 42 | TOBIAS FINANCIAL ADVISORS | $366,212 | $410,400,000 | $18,800,000 | $429,200,000 |
| 43 | B&C FINANCIAL ADVISORS | $369,427 | $365,048,009 | $5,118,314 | $370,166,323 |
| 44 | FORTRESS WEALTH GROUP, LLC | $370,000 | $145,000,000 | $40,000,000 | $185,000,000 |
| 45 | DISCIPLINED EQUITY MANAGEMENT, INC. | $410,166 | $237,896,157 | — | $237,896,157 |
| 46 | ARS WEALTH ADVISORS | $417,709 | $627,044,500 | $10,379,918 | $637,424,418 |
| 47 | ANTONETTI CAPITAL MANAGEMENT, LLC | $432,551 | $108,785,760 | $22,277,132 | $131,062,892 |
| 48 | VESTA WEALTH MANAGEMENT, LLC | $437,500 | $113,444,867 | $23,930,129 | $137,374,996 |
| 49 | J. L. BAINBRIDGE & CO., INC. | $441,076 | $812,903,745 | — | $812,903,745 |
| 50 | INTEGRA CAPITAL ADVISORS | $456,525 | $256,110,456 | — | $256,110,456 |
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.
