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
101RIVERPLACE CAPITAL MANAGEMENT INC$707,700$200,986,846$200,986,846
102RIVERTREE ADVISORS, LLC$573,072$169,328,932$6,030,983$175,359,915
103RM PRIVATE WEALTH MANAGEMENT INC.$1,461,911$244,139,093$244,139,093
104RUTHERFORD ASSET PLANNING, INC.$576,287$193,056,034$193,056,034
105SALTMARSH FINANCIAL ADVISORS, L.L.C.$521,111$243,880,000$243,880,000
106SCHRUM PRIVATE WEALTH MANAGEMENT, LLC$678,733$160,859,716$160,859,716
107SEA HUNTER CAPITAL$1,709,209$109,389,391$109,389,391
108SECOND HALF FINANCIAL PARTNERS, LLC$202,712$240,416,458$240,416,458
109SINGER WEALTH ADVISORS LLC$254,809$298,380,789$298,380,789
110SKY ALPHA ASSET ADVISORS LLC$558,569$248,004,800$248,004,800
111SLATESTONE WEALTH LLC$842,064$942,803,379$62,620,682$1,005,424,061
112SOCIUS FAMILY OFFICE, LLC$1,435,789$629,256,160$104,432,107$733,688,267
113SOLOMON API, LP$99,285$119,463,880$3,550,000$123,013,880
114SOUND INCOME STRATEGIES, LLC$137,196$1,615,021,641$84,145,300$1,699,166,941
115SPECTRA INVESTMENT MANAGEMENT, LLC$1,806,941$167,009,474$6,456,864$173,466,338
116SPRAKER WEST WEALTH MANAGEMENT, INC$583,624$236,367,581$236,367,581
117STERLING INVESTMENT MANAGEMENT$155,802,359$1,558,023,587$1,558,023,587
118STERLING WEALTH ADVISORS, INC.$324,424$149,883,686$149,883,686
119SUCCESSFUL PORTFOLIOS LLC$319,027$238,917,237$57,458,386$296,375,623
120SUNCOAST EQUITY MANAGEMENT, LLC$858,167$1,091,588,569$1,091,588,569
121SWM ADVISORS$9,540,657$633,829,518$5,394,469$639,223,987
122TCWP LLC$309,001$694,606,216$32,164,247$726,770,463
123THE HIGH NET WORTH ADVISORY GROUP, LLC$590,444$529,567,681$51,428,887$580,996,568
124THE TENRET COMPANY, LLC$1,179,709$130,947,657$130,947,657
125TIM LOONEY INVESTMENTS, LLC$307,848$338,324,498$338,324,498
126TOAMS FINANCIAL$160,367$140,000,000$140,000,000
127TOBIAS FINANCIAL ADVISORS$420,712$628,000,000$22,000,000$650,000,000
128TOGETHER AND/OR TOGETHER PLANNING$245,003$103,114,729$521,723$103,636,452
129TREASURE COAST FINANCIAL PLANNING, INC.$305,675$179,908,992$3,190,311$183,099,303
130TRUADVICE LLC$127,361$752,959,554$4,708,419$757,667,973
131TRUSTWELL FINANCIAL ADVISORS, LLC$147,255$135,740,240$323,694$136,063,934
132UTOPIA WEALTH MANAGEMENT, LLC$1,607,402$130,199,585$130,199,585
133VESTA WEALTH MANAGEMENT, LLC$907,935$157,365,564$132,265,825$289,631,389
134WALL ADVISORS, INC.$425,592$181,181,193$4,802,650$185,983,843
135WE FAMILY OFFICES$139,400,646$13,382,462,057$13,382,462,057
136WINNING POINTS ADVISORS, L.L.C.$541,712$251,896,182$251,896,182
137YALE CAPITAL CORP.$20,947,930$2,450,907,779$2,450,907,779
138ZEHNDER WEALTH MANAGEMENT, LLC$166,290$128,874,643$128,874,643
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Showing 101 to 138 of 138 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 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.