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.

Filters

Filters

# of employees

MinMax
Apply

High-net-worth client assets

    View More

      Total AUM

      MinMax
      Apply

      Total accounts

      MinMax
      Apply

      Discretionary AUM

      MinMax
      Apply

      Avg. discretionary account AUM

      MinMax
      Apply

      Non-discretionary AUM

      MinMax
      Apply

      Non-discretionary accounts

      MinMax
      Apply

      Average non-discretionary account AUM

      MinMax
      Apply

      Avg. account AUM

      MinMax
      Apply
      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      101DAVIS CAPITAL MANAGEMENT$331,014$166,200,000$300,000$166,500,000
      102DAVIS PRIVATE WEALTH, LLC$325,843$112,700,000$3,300,000$116,000,000
      103STERLING WEALTH ADVISORS, INC.$324,424$149,883,686—$149,883,686
      104FINANCIAL HARVEST WEALTH ADVISORS$321,659$268,459,357$447,483$268,906,840
      105SUCCESSFUL PORTFOLIOS LLC$319,027$238,917,237$57,458,386$296,375,623
      106NAPLES MONEY MANAGEMENT LLC$317,145$171,818,147$11,808,667$183,626,814
      107MADDEN ADVISORY SERVICES, INC.$316,050$189,314,214—$189,314,214
      108HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$314,786$126,600,000$35,200,000$161,800,000
      109MOISAND FITZGERALD TAMAYO, LLC$309,283$913,608,089$8,364,085$921,972,174
      110TCWP LLC$309,001$694,606,216$32,164,247$726,770,463
      111TIM LOONEY INVESTMENTS, LLC$307,848—$338,324,498$338,324,498
      112TREASURE COAST FINANCIAL PLANNING, INC.$305,675$179,908,992$3,190,311$183,099,303
      113FORTUNE 360 GROUP LLC$303,986$141,353,614—$141,353,614
      114NORTHSTAR FINANCIAL PLANNERS, INC.$300,262$236,005,602—$236,005,602
      115MACKE FINANCIAL ADVISORY GROUP$299,537$128,201,895—$128,201,895
      116GRAND CENTRAL INVESTMENT GROUP, LLC$299,180$96,234,126$28,224,779$124,458,905
      117RD LEWIS WEALTH MANAGEMENT$259,601$173,413,745—$173,413,745
      118CHIRON CAPITAL MANAGEMENT, LLC$258,336$236,706,951$7,162,339$243,869,290
      119SINGER WEALTH ADVISORS LLC$254,809$298,380,789—$298,380,789
      120TOGETHER AND/OR TOGETHER PLANNING$245,003$103,114,729$521,723$103,636,452
      121CAMARDA WEALTH ADVISORY GROUP$219,596$260,569,880$2,945,079$263,514,959
      122KAIROS PRIVATE WEALTH, INC.$212,259$107,103,645$7,728,371$114,832,016
      123SECOND HALF FINANCIAL PARTNERS, LLC$202,712$240,416,458—$240,416,458
      124ARMADA ADVISORS$194,868$151,130,720$4,178,851$155,309,571
      125DORMAN FINANCIAL MANAGEMENT, P.A.$193,570$159,588,083$1,655,482$161,243,565
      126CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC$190,184$124,000,000—$124,000,000
      127RINALDI WEALTH MANAGEMENT, INC.$186,592$133,600,000—$133,600,000
      128ZEHNDER WEALTH MANAGEMENT, LLC$166,290—$128,874,643$128,874,643
      129TOAMS FINANCIAL$160,367$140,000,000—$140,000,000
      130R.L.K. ADVISORY GROUP$151,221$137,611,477—$137,611,477
      131TRUSTWELL FINANCIAL ADVISORS, LLC$147,255$135,740,240$323,694$136,063,934
      132ALLGEN FINANCIAL ADVISORS, INC.$142,580$321,518,894—$321,518,894
      133INSTRUMENTAL WEALTH, LLC$137,526$189,952,799$3,821,921$193,774,720
      134SOUND INCOME STRATEGIES, LLC$137,196$1,615,021,641$84,145,300$1,699,166,941
      135BLACKSTON FINANCIAL ADVISORY GROUP, LLC$131,310$209,263,745$14,357,826$223,621,571
      136TRUADVICE LLC$127,361$752,959,554$4,708,419$757,667,973
      137SOLOMON API, LP$99,285$119,463,880$3,550,000$123,013,880
      138FOURTHOUGHT PRIVATE WEALTH$39,849$1,191,207,558—$1,191,207,558
      « Previous Page

      Showing 101 to 138 of 138 entries

      Page 1 | 2 | 3

      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.