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.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Fourthought Financial, LLC | $363,624 | $950,514,383 | — | $950,514,383 |
| 2 | Allgen Financial Advisors, Inc. | $155,041 | $263,570,000 | — | $263,570,000 |
| 3 | RM Private Wealth Management Inc. | $1,141,176 | $194,000,000 | — | $194,000,000 |
| 4 | Compass Financial Group, Inc. | $870,077 | $357,601,500 | — | $357,601,500 |
| 5 | CPA Asset Management Group, LLC | $1,054,317 | $484,985,803 | — | $484,985,803 |
| 6 | Compound Family Offices, LLC | $1,822,074 | $302,464,256 | — | $302,464,256 |
| 7 | Biltmore Capital Advisors, LLC | $551,422 | $519,439,416 | — | $519,439,416 |
| 8 | Investment Advisory Professionals LLC | $574,572 | $235,000,000 | — | $235,000,000 |
| 9 | Utopia Wealth Management, LLC | $2,306,575 | $152,233,921 | — | $152,233,921 |
| 10 | Core Wealth Management, Inc. | $371,990 | $214,638,348 | — | $214,638,348 |
| 11 | Treasure Coast Financial Planning, Inc. | $312,549 | $167,213,692 | — | $167,213,692 |
| 12 | Disciplined Equity Management, Inc. | $433,910 | $273,363,489 | — | $273,363,489 |
| 13 | Texas Yale Capital Corp. | $19,116,143 | $2,045,427,322 | — | $2,045,427,322 |
| 14 | Resource Consulting Group Inc | $886,231 | $2,193,422,143 | — | $2,193,422,143 |
| 15 | Heritage Investment Group, Inc. | $756,055 | $1,388,116,487 | — | $1,388,116,487 |
| 16 | Saltmarsh Financial Advisors, L.L.C. | $519,966 | $228,785,000 | — | $228,785,000 |
| 17 | Arbor Wealth Management, LLC | $361,867 | $360,057,566 | — | $360,057,566 |
| 18 | Financial Management Concepts | $267,870 | $158,311,295 | — | $158,311,295 |
| 19 | ACCURATE WEALTH MANAGEMENT, LLC | $91,284 | $155,000,000 | — | $155,000,000 |
| 20 | Winning Points Advisors, L.L.C. | $443,193 | $232,233,164 | — | $232,233,164 |
| 21 | Gyroscope Capital Management Group LLC | $455,775 | $240,649,424 | — | $240,649,424 |
| 22 | Rainey & Randall Investment Management, Inc. | $555,963 | $371,383,167 | — | $371,383,167 |
| 23 | Sky Alpha Asset Advisors LLC | $614,845 | $247,167,637 | — | $247,167,637 |
| 24 | Chiron Capital Management, LLC | $245,128 | $231,155,790 | — | $231,155,790 |
| 25 | Doyle Wealth Management, LLC | $558,151 | $1,257,514,673 | — | $1,257,514,673 |
| 26 | Spraker Wealth Management Inc | $532,721 | $192,844,866 | — | $192,844,866 |
| 27 | AFFILIATED PRIVATE INVESTORS LLC | $22,421,314 | $672,639,433 | — | $672,639,433 |
| 28 | Cathy Pareto And Associates, Inc. | $389,965 | $173,924,464 | — | $173,924,464 |
| 29 | J. L. Bainbridge & Co., Inc. | $454,366 | $783,326,590 | — | $783,326,590 |
| 30 | Sea Hunter Capital LLC | $1,409,919 | $107,153,851 | — | $107,153,851 |
| 31 | Campbell Financial Partners, LLC | $320,541 | $134,947,835 | — | $134,947,835 |
| 32 | Mattia And Associates, L.L.C. | $399,085 | $134,092,580 | — | $134,092,580 |
| 33 | Madden Advisory Services, Inc. | $272,540 | $159,163,230 | — | $159,163,230 |
| 34 | RD Lewis Holdings, Inc. | $251,060 | $139,840,420 | — | $139,840,420 |
| 35 | Rutherford Asset Planning, Inc. | $567,429 | $173,065,840 | — | $173,065,840 |
| 36 | Millares Asset Management, LLC | $1,045,251 | $176,647,383 | — | $176,647,383 |
| 37 | PRIVATE CAPITAL MANAGEMENT | $2,353,596 | $793,161,990 | — | $793,161,990 |
| 38 | Banyan Global Investment Advisors, LLC | $1,021,225 | $180,756,785 | — | $180,756,785 |
| 39 | The Tenret Company, LLC | $1,347,810 | $121,302,898 | — | $121,302,898 |
| 40 | Bray Capital Advisors, LLC | $1,786,554 | $428,773,055 | — | $428,773,055 |
| 41 | Breiter Capital Management Inc | $590,842 | $314,327,980 | — | $314,327,980 |
| 42 | Lubitz Linda S Cfp Pa | $338,950 | $219,978,574 | — | $219,978,574 |
| 43 | Davis Capital Management LLC | $345,013 | $128,000,000 | — | $128,000,000 |
| 44 | Suncoast Equity Management, LLC | $802,038 | $850,160,087 | — | $850,160,087 |
| 45 | Northstar Financial Planners, Inc. | $245,309 | $180,792,475 | — | $180,792,475 |
| 46 | Core Wealth Advisors, Inc. | $561,977 | $324,690,088 | $132,585 | $324,822,673 |
| 47 | Aviance Capital Partners LLC | $914,569 | $557,497,035 | $390,028 | $557,887,063 |
| 48 | Financial Harvest, LLC | $272,816 | $204,264,628 | $620,440 | $204,885,068 |
| 49 | Life Planning Partners, Inc. | $409,774 | $231,972,894 | $778,956 | $232,751,850 |
| 50 | Dakota Wealth, LLC | $555,870 | $1,418,995,059 | $1,253,798 | $1,420,248,857 |
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.
