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
1ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
2AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
3Alhambra Investment Partners LLC$539,676$169,945,147$32,433,307$202,378,454
4Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
5Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
6American Asset Management Inc.$492,759$153,248,089$153,248,089
7American Financial Advisors Inc$439,769$635,027,053$635,027,053
8Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
9Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
10Armada Advisors, Inc.$173,489$99,487,028$25,078,034$124,565,062
11ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
12ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
13Aviance Capital Partners LLC$914,569$557,497,035$390,028$557,887,063
14BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
15Banyan Global Investment Advisors, LLC$1,021,225$180,756,785$180,756,785
16Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
17Bayshore Capital Advisors, LLC$7,413,866$209,091,916$102,290,470$311,382,386
18Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
19Biltmore Capital Advisors, LLC$551,422$519,439,416$519,439,416
20Blackston'S Financial Advisory Group, LLC$115,623$156,555,831$10,865,691$167,421,522
21Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
22Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
23Breiter Capital Management Inc$590,842$314,327,980$314,327,980
24Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
25Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
26Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
27Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
28Carpenter, Claydon Advisors, Inc.$607,499$4,542,103$180,744,943$185,287,046
29Castle Wealth Management LLC$516,545$380,901,426$11,155,909$392,057,335
30Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
31Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
32Chronos Wealth Management, L.L.C.$351,474$173,627,918$173,627,918
33Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
34Compass Financial Group, Inc.$870,077$357,601,500$357,601,500
35Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
36Core Wealth Advisors, Inc.$561,977$324,690,088$132,585$324,822,673
37Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
38CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
39CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
40Dakota Wealth, LLC$555,870$1,418,995,059$1,253,798$1,420,248,857
41Davis Capital Management LLC$345,013$128,000,000$128,000,000
42Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
43Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
44Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
45Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
46Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
47Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
48Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
49Financial Harvest, LLC$272,816$204,264,628$620,440$204,885,068
50Financial Management Concepts$267,870$158,311,295$158,311,295
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Showing 1 to 50 of 128 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.