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
51Spraker Wealth Management Inc$532,721$192,844,866$192,844,866
52Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
53Saltmarsh Financial Advisors, L.L.C.$519,966$228,785,000$228,785,000
54Global Trust Asset Management, LLC$518,929$324,658,341$15,240,362$339,898,703
55Castle Wealth Management LLC$516,545$380,901,426$11,155,909$392,057,335
56Firestone Capital Management Inc$511,241$564,200,000$4,300,000$568,500,000
57Vesta Wealth Management, LLC$490,528$131,573,787$26,376,212$157,949,999
58River Capital Advisors, Lc$469,193$175,300,052$55,073,616$230,373,668
59Gyroscope Capital Management Group LLC$455,775$240,649,424$240,649,424
60J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
61ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
62Winning Points Advisors, L.L.C.$443,193$232,233,164$232,233,164
63Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
64American Financial Advisors Inc$439,769$635,027,053$635,027,053
65Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
66Life Planning Partners, Inc.$409,774$231,972,894$778,956$232,751,850
67King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
68Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
69Matthias Private Wealth, LLC$395,091$113,003,893$28,833,854$141,837,747
70Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
71Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
72Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
73Tobias Financial Advisors, Inc.$378,319$493,000,000$20,000,000$513,000,000
74Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
75Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
76FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
77Fourthought Financial, LLC$363,624$950,514,383$950,514,383
78TCWP LLC$362,279$166,626,166$5,456,496$172,082,662
79Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
80Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
81MNS Financial Management, L.L.C.$352,616$49,950,941$245,893,962$295,844,903
82Davis Capital Management LLC$345,013$128,000,000$128,000,000
83Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
84Lubitz Linda S Cfp Pa$338,950$219,978,574$219,978,574
85Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
86Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
87Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
88Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
89Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
90Wall Advisors, Inc.$314,872$121,906,371$4,042,567$125,948,938
91Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
92Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
93Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
94Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
95BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
96Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
97Financial Harvest, LLC$272,816$204,264,628$620,440$204,885,068
98Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
99Financial Management Concepts$267,870$158,311,295$158,311,295
100RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
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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.