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
1Affiliated Private Investors Llc$22,421,314$672,639,433$672,639,433
2Allgen Financial Advisors, Inc.$151,804$235,296,000$235,296,000
3American Asset Management Inc.$725,738$251,105,460$251,105,460
4American Financial Advisors Inc$345,506$558,682,841$558,682,841
5Antonetti Capital Management, Llc$432,551$108,785,760$22,277,132$131,062,892
6Arbor Wealth Management, Llc$322,953$313,910,486$313,910,486
7Ars Wealth Advisors$417,709$627,044,500$10,379,918$637,424,418
8Aston Capital Management$35,957,045$95,690,038$263,880,409$359,570,447
9Avenir Private Advisors, Llc$207,036$130,432,689$130,432,689
10Aviance Capital Partners Llc$1,054,623$565,003,592$29,803,554$594,807,146
11B&C Financial Advisors$369,427$365,048,009$5,118,314$370,166,323
12Baldwin & Associates$280,842$154,744,210$154,744,210
13Banyan Global Investment Advisors, Llc$1,475,913$208,103,708$208,103,708
14Belleair Asset Management, Llc$495,991$85,869,424$55,983,932$141,853,356
15Biltmore Capital Advisors$552,155$437,859,206$437,859,206
16Blackston Financial Advisory Group, Llc$102,454$137,139,177$3,530,712$140,669,889
17Blue Ocean Capital$1,080,615$514,372,567$514,372,567
18Bluekey Wealth Advisors, Llc$294,969$105,900,627$4,122,847$110,023,474
19Bray Capital Advisors, Llc$1,417,243$355,727,994$355,727,994
20Carpenter, Claydon Advisors, Inc.$646,464$3,924,919$160,276,949$164,201,868
21Castle Wealth Management$527,653$310,276,479$44,834,019$355,110,498
22Client 1St Advisory Group$300,733$179,375,943$3,470,000$182,845,943
23Compass Financial Group, Inc.$867,415$340,894,250$340,894,250
24Compound Family Offices, Llc$2,188,962$238,596,854$238,596,854
25Core Wealth Advisors, Inc.$495,117$267,237,081$125,911$267,362,992
26Core Wealth Management, Inc.$313,521$167,106,487$167,106,487
27Dakota Wealth, Llc$497,262$1,138,772,443$3,935,548$1,142,707,991
28Davis Capital Management$920,168$109,200,000$300,000$109,500,000
29Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
30Disciplined Equity Management, Inc.$410,166$237,896,157$237,896,157
31Dorman Financial Management, P.A.$162,154$148,120,546$898,636$149,019,182
32Fiduciary Wealth Advisors, Llc$2,287,425$157,832,355$157,832,355
33Finaccess Advisors, Llc$30,396,693$4,711,487,444$4,711,487,444
34Financial Harvest Wealth Advisors$278,275$166,396,067$7,525,799$173,921,866
35Financial Management Concepts$251,486$145,610,229$145,610,229
36Firestone Capital Management Inc$500,737$539,100,000$4,700,000$543,800,000
37Fitzroy Investment Advisors Llc$11,959,212$442,490,860$442,490,860
38Fourthought Private Wealth$322,663$732,122,156$732,122,156
39G & O Financial Services, Inc.$1,296,163$134,517,857$14,540,917$149,058,774
40Global Financial Private Capital, Inc.$116,110$2,287,938,176$2,287,938,176
41Global Trust$466,515$319,349,235$13,742,260$333,091,495
42Grand Central Investment Group, Llc$309,589$111,226,026$25,921,765$137,147,791
43Gyroscope Capital Management Group Llc$464,329$286,955,486$286,955,486
44Heritage Investment Group, Inc.$752,287$1,354,868,446$1,354,868,446
45Integra Capital Advisors$456,525$256,110,456$256,110,456
46Intrepid Capital Management Inc$1,362,783$380,985,546$11,495,889$392,481,435
47Investment Advisory Professionals Llc$1,602,143$224,300,000$224,300,000
48J. L. Bainbridge & Co., Inc.$441,076$812,903,745$812,903,745
49Landsberg Bennett Private Wealth Management$335,781$530,092,987$184,113,933$714,206,920
50Life Planning Partners, Inc.$351,531$216,287,082$607,540$216,894,622
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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.