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