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 |
|---|---|---|---|---|---|
| 51 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | $399,710 | $267,326,799 | $3,676,646 | $271,003,445 |
| 52 | MATTHIAS PRIVATE WEALTH, LLC | $413,938 | $141,641,234 | $23,933,963 | $165,575,197 |
| 53 | CHRONOS WEALTH MANAGEMENT, L.L.C. | $415,986 | $209,657,000 | — | $209,657,000 |
| 54 | TOBIAS FINANCIAL ADVISORS | $420,712 | $628,000,000 | $22,000,000 | $650,000,000 |
| 55 | CORE WEALTH MANAGEMENT, INC. | $424,580 | $271,306,891 | — | $271,306,891 |
| 56 | WALL ADVISORS, INC. | $425,592 | $181,181,193 | $4,802,650 | $185,983,843 |
| 57 | LIGHTHOUSE RETIREMENT | $432,008 | $124,850,196 | — | $124,850,196 |
| 58 | CALLAHAN WEALTH ADVISORY | $432,026 | $215,718,117 | $19,735,796 | $235,453,913 |
| 59 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
| 60 | CYNDEO WEALTH PARTNERS | $435,147 | $1,385,506,598 | — | $1,385,506,598 |
| 61 | ANDREW HILL INVESTMENT ADVISORS, INC. | $436,800 | $152,880,000 | — | $152,880,000 |
| 62 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 63 | AEGIS WEALTH MANAGEMENT, LLC | $444,420 | $59,055,072 | $110,713,179 | $169,768,251 |
| 64 | KING WEALTH MANAGEMENT GROUP, LLC | $460,762 | $714,516,153 | $11,645,375 | $726,161,528 |
| 65 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 66 | AHL INVESTMENT MANAGEMENT, INC. | $485,645 | $157,105,369 | $729,161 | $157,834,530 |
| 67 | BILTMORE CAPITAL ADVISORS | $489,768 | $644,534,683 | — | $644,534,683 |
| 68 | LIFE PLANNING PARTNERS, INC. | $491,926 | $255,712,388 | $581,218 | $256,293,606 |
| 69 | RCW MANAGEMENT, LLC | $492,469 | $126,072,169 | — | $126,072,169 |
| 70 | DISCIPLINED EQUITY MANAGEMENT, INC. | $503,479 | $339,848,079 | — | $339,848,079 |
| 71 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 72 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | $521,111 | $243,880,000 | — | $243,880,000 |
| 73 | AMERICAN ASSET MANAGEMENT INC. | $523,544 | $160,728,135 | — | $160,728,135 |
| 74 | CASTLE WEALTH MANAGEMENT | $538,984 | $407,038,482 | $16,602,863 | $423,641,345 |
| 75 | WINNING POINTS ADVISORS, L.L.C. | $541,712 | $251,896,182 | — | $251,896,182 |
| 76 | CARPENTER, CLAYDON ADVISORS, INC. | $548,652 | $3,887,265 | $199,113,861 | $203,001,126 |
| 77 | SKY ALPHA ASSET ADVISORS LLC | $558,569 | $248,004,800 | — | $248,004,800 |
| 78 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $569,714 | $2,739,096,715 | $2,367,305 | $2,741,464,020 |
| 79 | RIVERTREE ADVISORS, LLC | $573,072 | $169,328,932 | $6,030,983 | $175,359,915 |
| 80 | RUTHERFORD ASSET PLANNING, INC. | $576,287 | $193,056,034 | — | $193,056,034 |
| 81 | CORE WEALTH ADVISORS, INC. | $580,086 | $410,561,029 | $139,678 | $410,700,707 |
| 82 | SPRAKER WEST WEALTH MANAGEMENT, INC | $583,624 | $236,367,581 | — | $236,367,581 |
| 83 | FIRESTONE CAPITAL MANAGEMENT INC | $584,355 | $639,641,539 | $6,070,365 | $645,711,904 |
| 84 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 85 | ALHAMBRA INVESTMENT MANAGEMENT LLC | $594,949 | $213,781,419 | $43,831,336 | $257,612,755 |
| 86 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
| 87 | CI DOYLE PRIVATE WEALTH, LLC | $640,012 | $1,615,012,524 | $6,778,954 | $1,621,791,478 |
| 88 | GLOBAL TRUST | $640,483 | $408,210,327 | $11,946,515 | $420,156,842 |
| 89 | FORZA WEALTH MANAGEMENT | $653,536 | $146,703,515 | $2,302,796 | $149,006,311 |
| 90 | INVESTMENT ADVISORY PROFESSIONALS LLC | $655,422 | $272,000,000 | — | $272,000,000 |
| 91 | MUTUAL TRUST ADVISORY GROUP | $660,424 | $235,771,231 | — | $235,771,231 |
| 92 | FORTRESS WEALTH PLANNING | $672,835 | $280,317,488 | $4,291,736 | $284,609,224 |
| 93 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | $678,733 | $160,859,716 | — | $160,859,716 |
| 94 | RIVERPLACE CAPITAL MANAGEMENT INC | $707,700 | $200,986,846 | — | $200,986,846 |
| 95 | BELLEAIR ASSET MANAGEMENT, LLC | $717,094 | $174,700,338 | $57,637,958 | $232,338,296 |
| 96 | LIBERTY WEALTH ADVISORS, LLC | $839,236 | $1,594,042,483 | $159,959,873 | $1,754,002,356 |
| 97 | SLATESTONE WEALTH LLC | $842,064 | $942,803,379 | $62,620,682 | $1,005,424,061 |
| 98 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 99 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 100 | HERITAGE INVESTMENT GROUP, INC. | $896,235 | $1,692,091,393 | — | $1,692,091,393 |
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.
