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
1WE Family Offices$101,406,847$7,402,699,857$7,402,699,857
2Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
3Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
4Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
5Fitzroy Investment Advisors LLC$15,728,200$393,204,990$393,204,990
6Scot McCormick$10,716,733$417,952,594$417,952,594
7CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
8SWM Advisors$7,530,683$307,342,097$16,477,279$323,819,376
9Affiliated Private Investors$4,549,204$600,494,951$600,494,951
10Inlet Private Wealth, LLC$2,921,893$176,161,302$45,902,533$222,063,835
11Fiduciary Wealth Advisors, LLC$2,516,869$108,225,367$108,225,367
12Luma Capital$2,276,577$25,773,266$92,608,714$118,381,980
13Tillman Hartley LLC$1,923,041$422,929,000$140,000$423,069,000
14G & O Financial Services, Inc.$1,875,500$132,149,459$12,264,073$144,413,532
15Intrepid Capital Management Inc$1,683,499$489,234,224$12,448,438$501,682,662
16Moisand Fitzgerald Tamayo, Llc$1,551,427$890,371,050$28,073,698$918,444,748
17The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
18Investment Advisory Professionals LLC$1,466,165$195,000,000$195,000,000
19Firstrust$1,224,409$148,500,000$7,000,000$155,500,000
20Bray Capital Advisors, LLC$1,168,195$259,339,188$259,339,188
21Dakota Wealth, LLC$1,128,197$680,302,961$680,302,961
22Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
23Aviance Capital Partners LLC$897,662$464,638,267$18,304,003$482,942,270
24Millares Asset Management, LLC$881,391$125,157,471$125,157,471
25Blue Ocean Capital$877,232$443,001,929$443,001,929
26Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
27Compass Financial Group, Inc.$773,467$302,425,750$302,425,750
28Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
29Steinberg Global Asset Management Ltd.$709,513$919,199,000$125,204,000$1,044,403,000
30Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
31B&C Financial Advisors$658,009$230,961,022$230,961,022
32Rivertree Advisors$586,937$138,495,253$608,805$139,104,058
33Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
34Riverplace Capital Management Inc$512,392$132,709,651$132,709,651
35Ruggie Wealth Management$508,643$219,733,623$219,733,623
36Rutherford Asset Planning, Inc.$493,369$156,398,120$156,398,120
37Biltmore Capital Advisors$478,114$354,420,589$10,858,736$365,279,325
38Saltmarsh Financial Advisors, LLC$475,858$150,371,000$150,371,000
39Slatestone Wealth LLC$467,977$517,940,700$110,370$518,051,070
40Belleair Asset Management, LLC$460,973$69,760,931$49,631,171$119,392,102
41Rainey & Randall Investment Management, Inc.$448,356$290,534,550$290,534,550
42Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
43Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
44Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
45Castle Wealth Management$415,666$273,543,250$34,465,596$308,008,846
46Spraker Wealth Management Inc$411,221$148,450,941$148,450,941
47Emerald Asset Advisors LLC$410,937$192,521,235$32,261,479$224,782,714
48Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
49American Asset Management Inc.$397,318$198,659,000$198,659,000
50Winning Points Advisors$392,453$208,000,000$208,000,000
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Showing 1 to 50 of 89 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 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.

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