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
3Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
4WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
5Resource Consulting Group Inc$886,231$2,193,422,143$2,193,422,143
6Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
7Dakota Wealth, LLC$555,870$1,418,995,059$1,253,798$1,420,248,857
8Heritage Investment Group, Inc.$756,055$1,388,116,487$1,388,116,487
9Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
10Fourthought Financial, LLC$363,624$950,514,383$950,514,383
11Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
12Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
13Suncoast Equity Management, LLC$802,038$850,160,087$850,160,087
14Slatestone Wealth LLC$750,165$838,867,989$6,567,414$845,435,403
15PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
16Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
17J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
18Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
19ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
20AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
21American Financial Advisors Inc$439,769$635,027,053$635,027,053
22King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
23The Ullmann Financial Group, Inc.$717,032$575,098,518$7,131,266$582,229,784
24Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
25Firestone Capital Management Inc$511,241$564,200,000$4,300,000$568,500,000
26Aviance Capital Partners LLC$914,569$557,497,035$390,028$557,887,063
27Noesis Capital Management Corp$660,370$501,745,999$49,002,932$550,748,931
28Biltmore Capital Advisors, LLC$551,422$519,439,416$519,439,416
29Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
30Tobias Financial Advisors, Inc.$378,319$493,000,000$20,000,000$513,000,000
31CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
32Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
33Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
34Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
35The High Net Worth Advisory Group, LLC$674,505$347,165,542$56,188,699$403,354,241
36Castle Wealth Management LLC$516,545$380,901,426$11,155,909$392,057,335
37Rainey & Randall Investment Management, Inc.$555,963$371,383,167$371,383,167
38Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
39ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
40Compass Financial Group, Inc.$870,077$357,601,500$357,601,500
41Global Trust Asset Management, LLC$518,929$324,658,341$15,240,362$339,898,703
42Core Wealth Advisors, Inc.$561,977$324,690,088$132,585$324,822,673
43Breiter Capital Management Inc$590,842$314,327,980$314,327,980
44Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
45MNS Financial Management, L.L.C.$352,616$49,950,941$245,893,962$295,844,903
46Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
47Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
48Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
49Sky Alpha Asset Advisors LLC$614,845$247,167,637$247,167,637
50Gyroscope Capital Management Group LLC$455,775$240,649,424$240,649,424
Next Page »

Showing 1 to 50 of 109 entries

Page 1 | 2 | 3

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.