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 Partners LLC | $539,676 | $169,945,147 | $32,433,307 | $202,378,454 |
| 4 | Allegiant Private Advisors, LLC | $666,980 | $905,737,620 | $5,357,469 | $911,095,089 |
| 5 | Allgen Financial Advisors, Inc. | $155,041 | $263,570,000 | — | $263,570,000 |
| 6 | American Financial Advisors Inc | $439,769 | — | $635,027,053 | $635,027,053 |
| 7 | Antonetti Capital Management, LLC | $442,318 | $124,066,808 | $22,340,344 | $146,407,152 |
| 8 | Arbor Wealth Management, LLC | $361,867 | $360,057,566 | — | $360,057,566 |
| 9 | ARS Wealth Advisors, LLC | $445,219 | $696,081,081 | $8,255,451 | $704,336,532 |
| 10 | ASTON CAPITAL MANAGEMENT | $35,957,045 | $95,690,038 | $263,880,409 | $359,570,447 |
| 11 | Aviance Capital Partners LLC | $914,569 | $557,497,035 | $390,028 | $557,887,063 |
| 12 | BALDWIN & ASSOCIATES | $280,842 | — | $154,744,210 | $154,744,210 |
| 13 | Banyan Global Investment Advisors, LLC | $1,021,225 | $180,756,785 | — | $180,756,785 |
| 14 | Bauerle Financial, Inc | $199,129 | $95,761,933 | $6,988,778 | $102,750,711 |
| 15 | Belleair Asset Management, LLC | $616,908 | $121,890,769 | $57,012,611 | $178,903,380 |
| 16 | Biltmore Capital Advisors, LLC | $551,422 | $519,439,416 | — | $519,439,416 |
| 17 | Bluekey Wealth Advisors, LLC | $360,955 | $120,288,147 | $3,519,356 | $123,807,503 |
| 18 | Bray Capital Advisors, LLC | $1,786,554 | $428,773,055 | — | $428,773,055 |
| 19 | Breiter Capital Management Inc | $590,842 | $314,327,980 | — | $314,327,980 |
| 20 | Brightwater Advisory, LLC | $341,845 | $186,202,729 | $8,306,979 | $194,509,708 |
| 21 | Butensky & Cohen Financial Security Inc | $391,638 | $406,999,181 | $6,179,430 | $413,178,611 |
| 22 | Camarda Financial Advisors , LLC | $181,238 | $211,398,428 | $2,461,940 | $213,860,368 |
| 23 | Campbell Financial Partners, LLC | $320,541 | $134,947,835 | — | $134,947,835 |
| 24 | Carpenter, Claydon Advisors, Inc. | $607,499 | $4,542,103 | $180,744,943 | $185,287,046 |
| 25 | Castle Wealth Management LLC | $516,545 | $380,901,426 | $11,155,909 | $392,057,335 |
| 26 | Cathy Pareto And Associates, Inc. | $389,965 | $173,924,464 | — | $173,924,464 |
| 27 | Chiron Capital Management, LLC | $245,128 | $231,155,790 | — | $231,155,790 |
| 28 | Client 1St Advisory Group LLC | $335,091 | $226,682,882 | $4,195,000 | $230,877,882 |
| 29 | Compass Financial Group, Inc. | $870,077 | $357,601,500 | — | $357,601,500 |
| 30 | Compound Family Offices, LLC | $1,822,074 | $302,464,256 | — | $302,464,256 |
| 31 | Core Wealth Advisors, Inc. | $561,977 | $324,690,088 | $132,585 | $324,822,673 |
| 32 | Core Wealth Management, Inc. | $371,990 | $214,638,348 | — | $214,638,348 |
| 33 | CPA Asset Management Group, LLC | $1,054,317 | $484,985,803 | — | $484,985,803 |
| 34 | CV Advisors LLC | $6,815,634 | $642,536,163 | $7,018,236,944 | $7,660,773,107 |
| 35 | Dakota Wealth, LLC | $555,870 | $1,418,995,059 | $1,253,798 | $1,420,248,857 |
| 36 | Davis Capital Management LLC | $345,013 | $128,000,000 | — | $128,000,000 |
| 37 | Destiny Wealth Partners, LLC | $338,325 | $780,801,015 | $4,450,934 | $785,251,949 |
| 38 | Disciplined Equity Management, Inc. | $433,910 | $273,363,489 | — | $273,363,489 |
| 39 | Dorman Financial Management, P.A. | $166,121 | $152,081,722 | $1,414,074 | $153,495,796 |
| 40 | Doyle Wealth Management, LLC | $558,151 | $1,257,514,673 | — | $1,257,514,673 |
| 41 | Element Pointe Advisors, LLC | $2,286,280 | $549,425,050 | $22,144,881 | $571,569,931 |
| 42 | Evensky & Katz, LLC | $523,302 | $2,363,426,378 | $2,947,473 | $2,366,373,851 |
| 43 | Fiduciary Wealth Advisors, LLC | $3,559,422 | $157,000,423 | $81,480,837 | $238,481,260 |
| 44 | Financial Harvest, LLC | $272,816 | $204,264,628 | $620,440 | $204,885,068 |
| 45 | Financial Management Concepts | $267,870 | $158,311,295 | — | $158,311,295 |
| 46 | Firestone Capital Management Inc | $511,241 | $564,200,000 | $4,300,000 | $568,500,000 |
| 47 | Firstrust LLC | $1,273,381 | $166,000,000 | $11,000,000 | $177,000,000 |
| 48 | Fitzroy Investment Advisors LLC | $10,691,404 | — | $513,187,389 | $513,187,389 |
| 49 | FORTRESS WEALTH GROUP, LLC | $370,000 | $145,000,000 | $40,000,000 | $185,000,000 |
| 50 | Forza Wealth Management, LLC | $559,084 | $113,830,753 | $1,899,714 | $115,730,467 |
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.
