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 |
|---|---|---|---|---|---|
| 1 | ACCURATE WEALTH MANAGEMENT, LLC | $91,284 | $155,000,000 | — | $155,000,000 |
| 2 | AFFILIATED PRIVATE INVESTORS LLC | $22,421,314 | $672,639,433 | — | $672,639,433 |
| 3 | ALHAMBRA INVESTMENT MANAGEMENT LLC | $519,429 | $147,278,841 | $27,768,596 | $175,047,437 |
| 4 | ALLGEN FINANCIAL ADVISORS, INC. | $151,804 | $235,296,000 | — | $235,296,000 |
| 5 | AMERICAN ASSET MANAGEMENT INC. | $725,738 | $251,105,460 | — | $251,105,460 |
| 6 | AMERICAN FINANCIAL ADVISORS INC | $345,506 | — | $558,682,841 | $558,682,841 |
| 7 | ARBOR WEALTH | $322,953 | $313,910,486 | — | $313,910,486 |
| 8 | ARS WEALTH ADVISORS | $417,709 | $627,044,500 | $10,379,918 | $637,424,418 |
| 9 | ASTON CAPITAL MANAGEMENT | $35,957,045 | $95,690,038 | $263,880,409 | $359,570,447 |
| 10 | AVIANCE CAPITAL PARTNERS LLC | $1,054,623 | $565,003,592 | $29,803,554 | $594,807,146 |
| 11 | B&C FINANCIAL ADVISORS | $369,427 | $365,048,009 | $5,118,314 | $370,166,323 |
| 12 | BALDWIN & ASSOCIATES | $280,842 | — | $154,744,210 | $154,744,210 |
| 13 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | $1,475,913 | $208,103,708 | — | $208,103,708 |
| 14 | BAUERLE FINANCIAL, INC | $192,608 | $99,005,969 | $5,194,759 | $104,200,728 |
| 15 | BELLEAIR ASSET MANAGEMENT, LLC | $495,991 | $85,869,424 | $55,983,932 | $141,853,356 |
| 16 | BILTMORE CAPITAL ADVISORS | $552,155 | $437,859,206 | — | $437,859,206 |
| 17 | BLUE OCEAN CAPITAL | $1,080,615 | $514,372,567 | — | $514,372,567 |
| 18 | BLUEKEY WEALTH ADVISORS, LLC | $294,969 | $105,900,627 | $4,122,847 | $110,023,474 |
| 19 | BRAY CAPITAL ADVISORS, LLC | $1,417,243 | $355,727,994 | — | $355,727,994 |
| 20 | BRIGHTWATER ADVISORY, LLC | $304,202 | $178,382,390 | $5,659,645 | $184,042,035 |
| 21 | CAMARDA WEALTH ADVISORY GROUP | $204,635 | $239,587,275 | $4,542,161 | $244,129,436 |
| 22 | CARPENTER, CLAYDON ADVISORS, INC. | $646,464 | $3,924,919 | $160,276,949 | $164,201,868 |
| 23 | CASTLE WEALTH MANAGEMENT | $527,653 | $310,276,479 | $44,834,019 | $355,110,498 |
| 24 | CATHY PARETO AND ASSOCIATES | $352,245 | $147,238,615 | — | $147,238,615 |
| 25 | CHIRON CAPITAL MANAGEMENT, LLC | $239,444 | $223,836,733 | $282,949 | $224,119,682 |
| 26 | CHRONOS WEALTH MANAGEMENT, L.L.C. | $285,613 | $149,946,691 | — | $149,946,691 |
| 27 | CLIENT 1ST ADVISORY GROUP | $300,733 | $179,375,943 | $3,470,000 | $182,845,943 |
| 28 | COMPASS FINANCIAL GROUP, INC. | $867,415 | $340,894,250 | — | $340,894,250 |
| 29 | COMPOUND FAMILY OFFICES, LLC | $2,188,962 | $238,596,854 | — | $238,596,854 |
| 30 | CORE WEALTH ADVISORS, INC. | $495,117 | $267,237,081 | $125,911 | $267,362,992 |
| 31 | CORE WEALTH MANAGEMENT, INC. | $313,521 | $167,106,487 | — | $167,106,487 |
| 32 | CV ADVISORS LLC | $7,354,756 | $586,067,427 | $6,224,436,405 | $6,810,503,832 |
| 33 | DAKOTA WEALTH, LLC | $497,262 | $1,138,772,443 | $3,935,548 | $1,142,707,991 |
| 34 | DAVIS CAPITAL MANAGEMENT | $920,168 | $109,200,000 | $300,000 | $109,500,000 |
| 35 | DISCIPLINED EQUITY MANAGEMENT, INC. | $410,166 | $237,896,157 | — | $237,896,157 |
| 36 | DORMAN FINANCIAL MANAGEMENT, P.A. | $162,154 | $148,120,546 | $898,636 | $149,019,182 |
| 37 | DOYLE WEALTH MANAGEMENT, INC. | $510,559 | $1,076,447,308 | $11,554,447 | $1,088,001,755 |
| 38 | ELEMENT POINTE ADVISORS | $2,459,618 | $385,625,928 | $20,211,122 | $405,837,050 |
| 39 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $476,504 | $2,094,399,225 | $1,741,087 | $2,096,140,312 |
| 40 | FIDUCIARY WEALTH ADVISORS, LLC | $2,287,425 | $157,832,355 | — | $157,832,355 |
| 41 | FINANCIAL MANAGEMENT CONCEPTS | $251,486 | $145,610,229 | — | $145,610,229 |
| 42 | FIRESTONE CAPITAL MANAGEMENT INC | $500,737 | $539,100,000 | $4,700,000 | $543,800,000 |
| 43 | FIRSTRUST | $1,307,692 | $162,000,000 | $8,000,000 | $170,000,000 |
| 44 | FITZROY INVESTMENT ADVISORS LLC | $11,959,212 | — | $442,490,860 | $442,490,860 |
| 45 | FORTRESS WEALTH GROUP, LLC | $370,000 | $145,000,000 | $40,000,000 | $185,000,000 |
| 46 | FORZA WEALTH MANAGEMENT | $532,711 | $106,893,829 | $1,779,189 | $108,673,018 |
| 47 | G & O FINANCIAL SERVICES, INC. | $1,296,163 | $134,517,857 | $14,540,917 | $149,058,774 |
| 48 | GRAND CENTRAL INVESTMENT GROUP, LLC | $309,589 | $111,226,026 | $25,921,765 | $137,147,791 |
| 49 | GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | $464,329 | $286,955,486 | — | $286,955,486 |
| 50 | HERITAGE INVESTMENT GROUP, INC. | $752,287 | $1,354,868,446 | — | $1,354,868,446 |
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.
