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 |
|---|---|---|---|---|---|
| 51 | Dorman Financial Management, P.A. | $166,121 | $152,081,722 | $1,414,074 | $153,495,796 |
| 52 | TOTAL WEALTH PLANNING AND MANAGEMENT, INC. | $191,971 | $125,626,874 | $1,841,798 | $127,468,672 |
| 53 | Forza Wealth Management, LLC | $559,084 | $113,830,753 | $1,899,714 | $115,730,467 |
| 54 | Camarda Financial Advisors , LLC | $181,238 | $211,398,428 | $2,461,940 | $213,860,368 |
| 55 | Rivertree Advisors, LLC | $557,310 | $158,917,261 | $2,702,748 | $161,620,009 |
| 56 | Evensky & Katz, LLC | $523,302 | $2,363,426,378 | $2,947,473 | $2,366,373,851 |
| 57 | Spectra Investment Management, LLC | $1,452,239 | $112,983,080 | $3,196,046 | $116,179,126 |
| 58 | Bluekey Wealth Advisors, LLC | $360,955 | $120,288,147 | $3,519,356 | $123,807,503 |
| 59 | Wall Advisors, Inc. | $314,872 | $121,906,371 | $4,042,567 | $125,948,938 |
| 60 | Client 1St Advisory Group LLC | $335,091 | $226,682,882 | $4,195,000 | $230,877,882 |
| 61 | Firestone Capital Management Inc | $511,241 | $564,200,000 | $4,300,000 | $568,500,000 |
| 62 | Destiny Wealth Partners, LLC | $338,325 | $780,801,015 | $4,450,934 | $785,251,949 |
| 63 | Allegiant Private Advisors, LLC | $666,980 | $905,737,620 | $5,357,469 | $911,095,089 |
| 64 | TCWP LLC | $362,279 | $166,626,166 | $5,456,496 | $172,082,662 |
| 65 | Butensky & Cohen Financial Security Inc | $391,638 | $406,999,181 | $6,179,430 | $413,178,611 |
| 66 | Slatestone Wealth LLC | $750,165 | $838,867,989 | $6,567,414 | $845,435,403 |
| 67 | Kairos Private Wealth, Inc. | $208,531 | $99,666,710 | $6,892,413 | $106,559,123 |
| 68 | Bauerle Financial, Inc | $199,129 | $95,761,933 | $6,988,778 | $102,750,711 |
| 69 | The Ullmann Financial Group, Inc. | $717,032 | $575,098,518 | $7,131,266 | $582,229,784 |
| 70 | Moisand Fitzgerald Tamayo, LLC | $290,710 | $735,319,371 | $7,445,057 | $742,764,428 |
| 71 | ARS Wealth Advisors, LLC | $445,219 | $696,081,081 | $8,255,451 | $704,336,532 |
| 72 | Brightwater Advisory, LLC | $341,845 | $186,202,729 | $8,306,979 | $194,509,708 |
| 73 | Macke Financial Advisory Group, Inc. | $292,351 | $125,216,369 | $10,141,963 | $135,358,332 |
| 74 | Firstrust LLC | $1,273,381 | $166,000,000 | $11,000,000 | $177,000,000 |
| 75 | Castle Wealth Management LLC | $516,545 | $380,901,426 | $11,155,909 | $392,057,335 |
| 76 | Naples Money Management LLC | $848,362 | $133,909,619 | $12,008,563 | $145,918,182 |
| 77 | G & O Financial Services, Inc. | $1,430,591 | $142,852,972 | $14,512,056 | $157,365,028 |
| 78 | Global Trust Asset Management, LLC | $518,929 | $324,658,341 | $15,240,362 | $339,898,703 |
| 79 | Orca Wealth Management, LLC | $321,646 | $115,970,487 | $15,582,589 | $131,553,076 |
| 80 | King Wealth Management Group, LLC | $407,953 | $604,325,100 | $16,171,640 | $620,496,740 |
| 81 | Paragon Wealth Strategies, LLC. | $370,009 | $450,141,526 | $17,550,345 | $467,691,871 |
| 82 | Tobias Financial Advisors, Inc. | $378,319 | $493,000,000 | $20,000,000 | $513,000,000 |
| 83 | Element Pointe Advisors, LLC | $2,286,280 | $549,425,050 | $22,144,881 | $571,569,931 |
| 84 | Antonetti Capital Management, LLC | $442,318 | $124,066,808 | $22,340,344 | $146,407,152 |
| 85 | Vesta Wealth Management, LLC | $490,528 | $131,573,787 | $26,376,212 | $157,949,999 |
| 86 | Holifield Financial Advisory Services, Inc | $281,860 | $104,100,000 | $26,683,000 | $130,783,000 |
| 87 | Grand Central Investment Group, LLC | $327,513 | $118,137,928 | $27,277,802 | $145,415,730 |
| 88 | Matthias Private Wealth, LLC | $395,091 | $113,003,893 | $28,833,854 | $141,837,747 |
| 89 | Alhambra Investment Partners LLC | $539,676 | $169,945,147 | $32,433,307 | $202,378,454 |
| 90 | FORTRESS WEALTH GROUP, LLC | $370,000 | $145,000,000 | $40,000,000 | $185,000,000 |
| 91 | Noesis Capital Management Corp | $660,370 | $501,745,999 | $49,002,932 | $550,748,931 |
| 92 | River Capital Advisors, Lc | $469,193 | $175,300,052 | $55,073,616 | $230,373,668 |
| 93 | The High Net Worth Advisory Group, LLC | $674,505 | $347,165,542 | $56,188,699 | $403,354,241 |
| 94 | Belleair Asset Management, LLC | $616,908 | $121,890,769 | $57,012,611 | $178,903,380 |
| 95 | Guardsman Private Capital Management, Inc. | $5,437,722 | $80,942,166 | $60,438,610 | $141,380,776 |
| 96 | Fiduciary Wealth Advisors, LLC | $3,559,422 | $157,000,423 | $81,480,837 | $238,481,260 |
| 97 | Lawrence Financial Planning, LLC | $1,519,693 | $8,093,794 | $102,843,818 | $110,937,612 |
| 98 | Landsberg, Bennett, & Dubbaneh LLC | $381,480 | $760,022,048 | $117,381,359 | $877,403,407 |
| 99 | WATER OAK ADVISORS, LLC | $1,111,937 | $2,101,164,206 | $144,948,809 | $2,246,113,015 |
| 100 | Luma Capital LLC | $3,180,867 | $44,584,064 | $146,267,926 | $190,851,990 |
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.
