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 MANAGEMENT LLC$519,429$147,278,841$27,768,596$175,047,437
4ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
5AMERICAN ASSET MANAGEMENT INC.$725,738$251,105,460$251,105,460
6AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
7ANTONETTI CAPITAL MANAGEMENT, LLC$432,551$108,785,760$22,277,132$131,062,892
8ARBOR WEALTH$322,953$313,910,486$313,910,486
9ARS WEALTH ADVISORS$417,709$627,044,500$10,379,918$637,424,418
10ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
11AVIANCE CAPITAL PARTNERS LLC$1,054,623$565,003,592$29,803,554$594,807,146
12B&C FINANCIAL ADVISORS$369,427$365,048,009$5,118,314$370,166,323
13BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
14BANYAN GLOBAL INVESTMENT ADVISORS, LLC$1,475,913$208,103,708$208,103,708
15BAUERLE FINANCIAL, INC$192,608$99,005,969$5,194,759$104,200,728
16BAYSHORE CAPITAL ADVISORS, LLC$5,402,899$280,950,730$280,950,730
17BELLEAIR ASSET MANAGEMENT, LLC$495,991$85,869,424$55,983,932$141,853,356
18BILTMORE CAPITAL ADVISORS$552,155$437,859,206$437,859,206
19BLACKSTON FINANCIAL ADVISORY GROUP, LLC$102,454$137,139,177$3,530,712$140,669,889
20BLUE OCEAN CAPITAL$1,080,615$514,372,567$514,372,567
21BLUEKEY WEALTH ADVISORS, LLC$294,969$105,900,627$4,122,847$110,023,474
22BRAY CAPITAL ADVISORS, LLC$1,417,243$355,727,994$355,727,994
23BRIGHTWATER ADVISORY, LLC$304,202$178,382,390$5,659,645$184,042,035
24CAMARDA WEALTH ADVISORY GROUP$204,635$239,587,275$4,542,161$244,129,436
25CARPENTER, CLAYDON ADVISORS, INC.$646,464$3,924,919$160,276,949$164,201,868
26CASTLE WEALTH MANAGEMENT$527,653$310,276,479$44,834,019$355,110,498
27CATHY PARETO AND ASSOCIATES$352,245$147,238,615$147,238,615
28CHIRON CAPITAL MANAGEMENT, LLC$239,444$223,836,733$282,949$224,119,682
29CHRONOS WEALTH MANAGEMENT, L.L.C.$285,613$149,946,691$149,946,691
30CLIENT 1ST ADVISORY GROUP$300,733$179,375,943$3,470,000$182,845,943
31COMPASS FINANCIAL GROUP, INC.$867,415$340,894,250$340,894,250
32COMPOUND FAMILY OFFICES, LLC$2,188,962$238,596,854$238,596,854
33CORE WEALTH ADVISORS, INC.$495,117$267,237,081$125,911$267,362,992
34CORE WEALTH MANAGEMENT, INC.$313,521$167,106,487$167,106,487
35CV ADVISORS LLC$7,354,756$586,067,427$6,224,436,405$6,810,503,832
36DAKOTA WEALTH, LLC$497,262$1,138,772,443$3,935,548$1,142,707,991
37DAVIS CAPITAL MANAGEMENT$920,168$109,200,000$300,000$109,500,000
38DISCIPLINED EQUITY MANAGEMENT, INC.$410,166$237,896,157$237,896,157
39DORMAN FINANCIAL MANAGEMENT, P.A.$162,154$148,120,546$898,636$149,019,182
40DOYLE WEALTH MANAGEMENT, INC.$510,559$1,076,447,308$11,554,447$1,088,001,755
41ELEMENT POINTE ADVISORS$2,459,618$385,625,928$20,211,122$405,837,050
42EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$476,504$2,094,399,225$1,741,087$2,096,140,312
43FIDUCIARY WEALTH ADVISORS, LLC$2,287,425$157,832,355$157,832,355
44FINANCIAL HARVEST WEALTH ADVISORS$278,275$166,396,067$7,525,799$173,921,866
45FINANCIAL MANAGEMENT CONCEPTS$251,486$145,610,229$145,610,229
46FIRESTONE CAPITAL MANAGEMENT INC$500,737$539,100,000$4,700,000$543,800,000
47FIRSTRUST$1,307,692$162,000,000$8,000,000$170,000,000
48FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
49FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
50FORZA WEALTH MANAGEMENT$532,711$106,893,829$1,779,189$108,673,018
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Showing 1 to 50 of 107 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 Sabrina Straub.

*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.