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