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
1W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
2CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
3American Financial Advisors Inc$439,769$635,027,053$635,027,053
4Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
5Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
6ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
7MNS Financial Management, L.L.C.$352,616$49,950,941$245,893,962$295,844,903
8Carpenter, Claydon Advisors, Inc.$607,499$4,542,103$180,744,943$185,287,046
9BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
10Luma Capital LLC$3,180,867$44,584,064$146,267,926$190,851,990
11WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
12Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
13Lawrence Financial Planning, LLC$1,519,693$8,093,794$102,843,818$110,937,612
14Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
15Guardsman Private Capital Management, Inc.$5,437,722$80,942,166$60,438,610$141,380,776
16Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
17The High Net Worth Advisory Group, LLC$674,505$347,165,542$56,188,699$403,354,241
18River Capital Advisors, Lc$469,193$175,300,052$55,073,616$230,373,668
19Noesis Capital Management Corp$660,370$501,745,999$49,002,932$550,748,931
20FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
21Alhambra Investment Partners LLC$539,676$169,945,147$32,433,307$202,378,454
22Matthias Private Wealth, LLC$395,091$113,003,893$28,833,854$141,837,747
23Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
24Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
25Vesta Wealth Management, LLC$490,528$131,573,787$26,376,212$157,949,999
26Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
27Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
28Tobias Financial Advisors, Inc.$378,319$493,000,000$20,000,000$513,000,000
29Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
30King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
31Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
32Global Trust Asset Management, LLC$518,929$324,658,341$15,240,362$339,898,703
33G & O Financial Services, Inc.$1,430,591$142,852,972$14,512,056$157,365,028
34Naples Money Management LLC$848,362$133,909,619$12,008,563$145,918,182
35Castle Wealth Management LLC$516,545$380,901,426$11,155,909$392,057,335
36Firstrust LLC$1,273,381$166,000,000$11,000,000$177,000,000
37Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
38Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
39ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
40Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
41The Ullmann Financial Group, Inc.$717,032$575,098,518$7,131,266$582,229,784
42Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
43Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
44Slatestone Wealth LLC$750,165$838,867,989$6,567,414$845,435,403
45Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
46TCWP LLC$362,279$166,626,166$5,456,496$172,082,662
47Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
48Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
49Firestone Capital Management Inc$511,241$564,200,000$4,300,000$568,500,000
50Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.