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