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
1ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
2ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
3DORMAN FINANCIAL MANAGEMENT, P.A.$162,154$148,120,546$898,636$149,019,182
4TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
5BAUERLE FINANCIAL, INC$192,608$99,005,969$5,194,759$104,200,728
6CAMARDA WEALTH ADVISORY GROUP$204,635$239,587,275$4,542,161$244,129,436
7HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$226,966$96,800,000$24,400,000$121,200,000
8CHIRON CAPITAL MANAGEMENT, LLC$239,444$223,836,733$282,949$224,119,682
9MACKE FINANCIAL ADVISORY GROUP$251,139$121,617,396$6,714,567$128,331,963
10FINANCIAL MANAGEMENT CONCEPTS$251,486$145,610,229$145,610,229
11TREASURE COAST FINANCIAL PLANNING, INC.$276,643$152,153,625$152,153,625
12MOISAND FITZGERALD TAMAYO, LLC$276,893$648,180,983$2,239,948$650,420,931
13TIM LOONEY INVESTMENTS, LLC$277,073$266,267,278$266,267,278
14BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
15CHRONOS WEALTH MANAGEMENT, L.L.C.$285,613$149,946,691$149,946,691
16NAPLES MONEY MANAGEMENT LLC$285,822$119,929,603$6,689,613$126,619,216
17BLUEKEY WEALTH ADVISORS, LLC$294,969$105,900,627$4,122,847$110,023,474
18CLIENT 1ST ADVISORY GROUP$300,733$179,375,943$3,470,000$182,845,943
19BRIGHTWATER ADVISORY, LLC$304,202$178,382,390$5,659,645$184,042,035
20GRAND CENTRAL INVESTMENT GROUP, LLC$309,589$111,226,026$25,921,765$137,147,791
21PARAGON WEALTH STRATEGIES, LLC.$312,990$308,912,787$11,902,436$320,815,223
22CORE WEALTH MANAGEMENT, INC.$313,521$167,106,487$167,106,487
23MARQUIS WEALTH MANAGEMENT GROUP$316,215$46,911,521$216,179,632$263,091,153
24ARBOR WEALTH$322,953$313,910,486$313,910,486
25THE LUBITZ FINANCIAL GROUP$329,660$215,267,835$215,267,835
26LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT$335,781$530,092,987$184,113,933$714,206,920
27TCWP LLC$337,537$107,716,759$2,995,537$110,712,296
28MATTHIAS PRIVATE WEALTH, LLC$344,866$98,756,240$28,499,216$127,255,456
29AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
30LIFE PLANNING PARTNERS, INC.$351,531$216,287,082$607,540$216,894,622
31CATHY PARETO AND ASSOCIATES$352,245$147,238,615$147,238,615
32TOBIAS FINANCIAL ADVISORS$366,212$410,400,000$18,800,000$429,200,000
33B&C FINANCIAL ADVISORS$369,427$365,048,009$5,118,314$370,166,323
34FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
35DISCIPLINED EQUITY MANAGEMENT, INC.$410,166$237,896,157$237,896,157
36ARS WEALTH ADVISORS$417,709$627,044,500$10,379,918$637,424,418
37VESTA WEALTH MANAGEMENT, LLC$437,500$113,444,867$23,930,129$137,374,996
38J. L. BAINBRIDGE & CO., INC.$441,076$812,903,745$812,903,745
39GYROSCOPE CAPITAL MANAGEMENT GROUP LLC$464,329$286,955,486$286,955,486
40MADDEN ADVISORY SERVICES, INC.$474,550$248,189,556$248,189,556
41EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT$476,504$2,094,399,225$1,741,087$2,096,140,312
42SPRAKER WEALTH MANAGEMENT INC$484,788$171,615,039$171,615,039
43RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$490,504$322,751,407$322,751,407
44CORE WEALTH ADVISORS, INC.$495,117$267,237,081$125,911$267,362,992
45RUTHERFORD ASSET PLANNING, INC.$495,405$139,704,164$139,704,164
46BELLEAIR ASSET MANAGEMENT, LLC$495,991$85,869,424$55,983,932$141,853,356
47DAKOTA WEALTH, LLC$497,262$1,138,772,443$3,935,548$1,142,707,991
48FIRESTONE CAPITAL MANAGEMENT INC$500,737$539,100,000$4,700,000$543,800,000
49DOYLE WEALTH MANAGEMENT, INC.$510,559$1,076,447,308$11,554,447$1,088,001,755
50WINNING POINTS ADVISORS, L.L.C.$512,935$268,778,000$268,778,000
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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 Sabrina Straub.

*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.