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
1Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
2Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
3Moisand Fitzgerald Tamayo$257,040$539,789,104$3,592,542$543,381,646
4Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
5Madden Advisory Services, Inc.$369,956$291,525,085$291,525,085
6B&C Financial$290,623$276,078,575$5,244,755$281,323,330
7Global Trust$370,579$242,448,340$15,474,949$257,923,289
8Arbor Wealth Management$258,824$226,212,310$226,212,310
9Tim Looney Investments$240,984$221,223,177$221,223,177
10The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
11Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
12Winning Points Advisors$392,453$208,000,000$208,000,000
13Marquis Wealth Management Group$255,100$33,386,855$172,989,406$206,376,261
14Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
15American Asset Management Inc.$397,318$198,659,000$198,659,000
16Brightwater Advisory, LLC$317,549$177,108,060$6,117,690$183,225,750
17Disciplined Equity Management, Inc.$345,618$182,140,640$182,140,640
18Client 1St Advisory Group$308,463$168,719,720$3,094,000$171,813,720
19Adam Financial Associates Inc$254,438$160,804,820$160,804,820
20Saltmarsh Financial Advisors, LLC$475,858$150,371,000$150,371,000
21Baldwin & Associates$253,949$137,132,368$137,132,368
22Treasure Coast Financial Planning, Inc.$250,690$135,873,716$135,873,716
23Financial Harvest Wealth Advisors$246,668$131,091,659$3,835,522$134,927,181
24Dorman Financial Management, P.A.$160,856$131,326,417$1,540,893$132,867,310
25Grand Central Investment Group$281,573$100,229,211$27,886,416$128,115,627
26Financial Management Concepts$229,459$126,202,465$126,202,465
27Core Wealth Management, Inc.$245,358$126,113,809$126,113,809
28Cathy Pareto and Associates$293,360$122,917,645$122,917,645
29Affiliated Private Investors Llc$182,213$113,336,704$113,336,704

Showing 1 to 29 of 29 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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