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