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
1Winning Points Advisors, L.L.C.$443,193$232,233,164$232,233,164
2WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
3Wall Advisors, Inc.$314,872$121,906,371$4,042,567$125,948,938
4W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
5Vesta Wealth Management, LLC$490,528$131,573,787$26,376,212$157,949,999
6Utopia Wealth Management, LLC$2,306,575$152,233,921$152,233,921
7Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
8TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
9Tobias Financial Advisors, Inc.$378,319$493,000,000$20,000,000$513,000,000
10Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
11The Ullmann Financial Group, Inc.$717,032$575,098,518$7,131,266$582,229,784
12The Tenret Company, LLC$1,347,810$121,302,898$121,302,898
13The High Net Worth Advisory Group, LLC$674,505$347,165,542$56,188,699$403,354,241
14Texas Yale Capital Corp.$19,116,143$2,045,427,322$2,045,427,322
15TCWP LLC$362,279$166,626,166$5,456,496$172,082,662
16Suncoast Equity Management, LLC$802,038$850,160,087$850,160,087
17Spraker Wealth Management Inc$532,721$192,844,866$192,844,866
18Spectra Investment Management, LLC$1,452,239$112,983,080$3,196,046$116,179,126
19Slatestone Wealth LLC$750,165$838,867,989$6,567,414$845,435,403
20Sky Alpha Asset Advisors LLC$614,845$247,167,637$247,167,637
21Sea Hunter Capital LLC$1,409,919$107,153,851$107,153,851
22Saltmarsh Financial Advisors, L.L.C.$519,966$228,785,000$228,785,000
23Rutherford Asset Planning, Inc.$567,429$173,065,840$173,065,840
24RM Private Wealth Management Inc.$1,141,176$194,000,000$194,000,000
25Rivertree Advisors, LLC$557,310$158,917,261$2,702,748$161,620,009
26River Capital Advisors, Lc$469,193$175,300,052$55,073,616$230,373,668
27Resource Consulting Group Inc$886,231$2,193,422,143$2,193,422,143
28RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
29Rainey & Randall Investment Management, Inc.$555,963$371,383,167$371,383,167
30PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
31Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
32Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
33Northstar Financial Planners, Inc.$245,309$180,792,475$180,792,475
34Noesis Capital Management Corp$660,370$501,745,999$49,002,932$550,748,931
35Naples Money Management LLC$848,362$133,909,619$12,008,563$145,918,182
36Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
37MNS Financial Management, L.L.C.$352,616$49,950,941$245,893,962$295,844,903
38Millares Asset Management, LLC$1,045,251$176,647,383$176,647,383
39Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
40Matthias Private Wealth, LLC$395,091$113,003,893$28,833,854$141,837,747
41Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
42Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
43Luma Capital LLC$3,180,867$44,584,064$146,267,926$190,851,990
44Lubitz Linda S Cfp Pa$338,950$219,978,574$219,978,574
45Life Planning Partners, Inc.$409,774$231,972,894$778,956$232,751,850
46Lawrence Financial Planning, LLC$1,519,693$8,093,794$102,843,818$110,937,612
47Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
48King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
49Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
50J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
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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.