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
51FIRESTONE CAPITAL MANAGEMENT INC$584,355$639,641,539$6,070,365$645,711,904
52FIRSTRUST$1,516,129$177,000,000$11,000,000$188,000,000
53FITZROY INVESTMENT ADVISORS LLC$12,396,056$595,010,667$595,010,667
54FORTRESS WEALTH PLANNING$672,835$280,317,488$4,291,736$284,609,224
55FORTUNE 360 GROUP LLC$303,986$141,353,614$141,353,614
56FORZA WEALTH MANAGEMENT$653,536$146,703,515$2,302,796$149,006,311
57FOURTHOUGHT PRIVATE WEALTH$39,849$1,191,207,558$1,191,207,558
58G & O FINANCIAL SERVICES, INC.$1,522,476$139,909,953$36,697,207$176,607,160
59GLOBAL TRUST$640,483$408,210,327$11,946,515$420,156,842
60GRAND CENTRAL INVESTMENT GROUP, LLC$299,180$96,234,126$28,224,779$124,458,905
61GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$1,428,012$117,846,713$23,526,472$141,373,185
62HERITAGE INVESTMENT GROUP, INC.$896,235$1,692,091,393$1,692,091,393
63HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$314,786$126,600,000$35,200,000$161,800,000
64INSTRUMENTAL WEALTH, LLC$137,526$189,952,799$3,821,921$193,774,720
65INVESTMENT ADVISORY PROFESSIONALS LLC$655,422$272,000,000$272,000,000
66J. L. BAINBRIDGE & CO., INC.$1,227,703$956,380,954$956,380,954
67KAIROS PRIVATE WEALTH, INC.$212,259$107,103,645$7,728,371$114,832,016
68KING WEALTH MANAGEMENT GROUP, LLC$460,762$714,516,153$11,645,375$726,161,528
69LAWRENCE FINANCIAL PLANNING, LLC$1,628,701$7,354,000$118,056,000$125,410,000
70LIBERTY WEALTH ADVISORS, LLC$839,236$1,594,042,483$159,959,873$1,754,002,356
71LIFE PLANNING PARTNERS, INC.$491,926$255,712,388$581,218$256,293,606
72LIGHTHOUSE RETIREMENT$432,008$124,850,196$124,850,196
73LUMA CAPITAL$1,934,833$51,454,495$70,440,005$121,894,500
74LXG WEALTH ADVISORY LLC$18,242,908$111,057,807$34,885,453$145,943,260
75MACKE FINANCIAL ADVISORY GROUP$299,537$128,201,895$128,201,895
76MADDEN ADVISORY SERVICES, INC.$316,050$189,314,214$189,314,214
77MARIACA WEALTH MANAGEMENT, LLC$383,240$193,280,614$42,412,285$235,692,899
78MARQUIS WEALTH MANAGEMENT GROUP$383,775$57,118,481$291,732,868$348,851,349
79MATTHIAS PRIVATE WEALTH, LLC$413,938$141,641,234$23,933,963$165,575,197
80MEIRA$350,154$246,858,629$246,858,629
81MILLARES ASSET MANAGEMENT, LLC$1,321,609$173,130,762$173,130,762
82MMBG INVESTMENT ADVISORS CO.$16,871,414$2,041,441,088$2,041,441,088
83MOISAND FITZGERALD TAMAYO, LLC$309,283$913,608,089$8,364,085$921,972,174
84MUTUAL TRUST ADVISORY GROUP$660,424$235,771,231$235,771,231
85NAPLES MONEY MANAGEMENT LLC$317,145$171,818,147$11,808,667$183,626,814
86NOBLE FAMILY WEALTH$2,480,392$253,000,000$253,000,000
87NOESIS CAPITAL MANAGEMENT CORP$859,363$683,448,137$80,525,227$763,973,364
88NORTHSTAR FINANCIAL PLANNERS, INC.$300,262$236,005,602$236,005,602
89ORCA WEALTH MANAGEMENT, LLC$380,265$155,031,030$2,398,487$157,429,517
90PARAGON WEALTH STRATEGIES, LLC.$365,550$521,185,658$8,861,662$530,047,320
91PRIVATE CAPITAL MANAGEMENT$3,342,820$956,046,586$956,046,586
92R.L.K. ADVISORY GROUP$151,221$137,611,477$137,611,477
93RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$957,781$742,280,000$742,280,000
94RALICKI WEALTH MANAGEMENT & TRUST SERVICES$363,286$98,098,057$5,438,560$103,536,617
95RCW MANAGEMENT, LLC$492,469$126,072,169$126,072,169
96RD LEWIS WEALTH MANAGEMENT$259,601$173,413,745$173,413,745
97RESOURCE CONSULTING GROUP$1,006,759$2,642,742,586$2,642,742,586
98REZNY WEALTH MANAGEMENT, INC.$1,292,376$323,812,467$3,158,553$326,971,020
99RINALDI WEALTH MANAGEMENT, INC.$186,592$133,600,000$133,600,000
100RIVER CAPITAL ADVISORS, LC$505,267$217,677,105$49,103,719$266,780,824
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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 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.