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
1WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
2CV ADVISORS LLC$7,354,756$586,067,427$6,224,436,405$6,810,503,832
3WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
4EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$476,504$2,094,399,225$1,741,087$2,096,140,312
5RESOURCE CONSULTING GROUP$889,343$2,030,370,126$2,030,370,126
6YALE CAPITAL CORP.$18,042,448$1,912,499,533$1,912,499,533
7HERITAGE INVESTMENT GROUP, INC.$752,287$1,354,868,446$1,354,868,446
8DAKOTA WEALTH, LLC$497,262$1,138,772,443$3,935,548$1,142,707,991
9DOYLE WEALTH MANAGEMENT, INC.$510,559$1,076,447,308$11,554,447$1,088,001,755
10SLATESTONE WEALTH LLC$575,380$1,028,033,310$12,828,307$1,040,861,617
11J. L. BAINBRIDGE & CO., INC.$441,076$812,903,745$812,903,745
12PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
13LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT$335,781$530,092,987$184,113,933$714,206,920
14AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
15MOISAND FITZGERALD TAMAYO, LLC$276,893$648,180,983$2,239,948$650,420,931
16ARS WEALTH ADVISORS$417,709$627,044,500$10,379,918$637,424,418
17AVIANCE CAPITAL PARTNERS LLC$1,054,623$565,003,592$29,803,554$594,807,146
18SUNCOAST EQUITY MANAGEMENT, LLC$697,117$583,486,835$583,486,835
19AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
20FIRESTONE CAPITAL MANAGEMENT INC$500,737$539,100,000$4,700,000$543,800,000
21NOESIS CAPITAL MANAGEMENT CORP$623,962$472,821,392$48,811,047$521,632,439
22BLUE OCEAN CAPITAL$1,080,615$514,372,567$514,372,567
23FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
24BILTMORE CAPITAL ADVISORS$552,155$437,859,206$437,859,206
25TOBIAS FINANCIAL ADVISORS$366,212$410,400,000$18,800,000$429,200,000
26ELEMENT POINTE ADVISORS$2,459,618$385,625,928$20,211,122$405,837,050
27B&C FINANCIAL ADVISORS$369,427$365,048,009$5,118,314$370,166,323
28ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
29BRAY CAPITAL ADVISORS, LLC$1,417,243$355,727,994$355,727,994
30CASTLE WEALTH MANAGEMENT$527,653$310,276,479$44,834,019$355,110,498
31COMPASS FINANCIAL GROUP, INC.$867,415$340,894,250$340,894,250
32RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$490,504$322,751,407$322,751,407
33PARAGON WEALTH STRATEGIES, LLC.$312,990$308,912,787$11,902,436$320,815,223
34ARBOR WEALTH$322,953$313,910,486$313,910,486
35GYROSCOPE CAPITAL MANAGEMENT GROUP LLC$464,329$286,955,486$286,955,486
36SKY ALPHA ASSET ADVISORS LLC$1,867,790$276,432,886$276,432,886
37WINNING POINTS ADVISORS, L.L.C.$512,935$268,778,000$268,778,000
38CORE WEALTH ADVISORS, INC.$495,117$267,237,081$125,911$267,362,992
39TIM LOONEY INVESTMENTS, LLC$277,073$266,267,278$266,267,278
40MARQUIS WEALTH MANAGEMENT GROUP$316,215$46,911,521$216,179,632$263,091,153
41AMERICAN ASSET MANAGEMENT INC.$725,738$251,105,460$251,105,460
42MADDEN ADVISORY SERVICES, INC.$474,550$248,189,556$248,189,556
43CAMARDA WEALTH ADVISORY GROUP$204,635$239,587,275$4,542,161$244,129,436
44RWM ASSET MANAGEMENT, LLC$1,615,301$240,151,211$528,571$240,679,782
45COMPOUND FAMILY OFFICES, LLC$2,188,962$238,596,854$238,596,854
46DISCIPLINED EQUITY MANAGEMENT, INC.$410,166$237,896,157$237,896,157
47ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
48INVESTMENT ADVISORY PROFESSIONALS LLC$1,602,143$224,300,000$224,300,000
49CHIRON CAPITAL MANAGEMENT, LLC$239,444$223,836,733$282,949$224,119,682
50LIFE PLANNING PARTNERS, INC.$351,531$216,287,082$607,540$216,894,622
Next Page »

Showing 1 to 50 of 90 entries

Page 1 | 2

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 Laura Picariello.

*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.