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
1WE Family Offices$101,406,847$7,402,699,857$7,402,699,857
2Fitzroy Investment Advisors LLC$15,728,200$393,204,990$393,204,990
3Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
4Luma Capital$2,276,577$25,773,266$92,608,714$118,381,980
5Belleair Asset Management, LLC$460,973$69,760,931$49,631,171$119,392,102
6Matthias Private Wealth, LLC$305,676$79,237,248$28,054,919$107,292,167
7Fiduciary Wealth Advisors, LLC$2,516,869$108,225,367$108,225,367
8Millares Asset Management, LLC$881,391$125,157,471$125,157,471
9Naples Money Management LLC$359,335$125,921,425$6,313,800$132,235,225
10G & O Financial Services, Inc.$1,875,500$132,149,459$12,264,073$144,413,532
11Rivertree Advisors$586,937$138,495,253$608,805$139,104,058
12Macke Financial Advisory Group$203,271$142,492,645$142,492,645
13Spraker Wealth Management Inc$411,221$148,450,941$148,450,941
14Firstrust$1,224,409$148,500,000$7,000,000$155,500,000
15Rutherford Asset Planning, Inc.$493,369$156,398,120$156,398,120
16Moseley Investment Management, Inc.$252,069$172,301,487$3,642,826$175,944,313
17Inlet Private Wealth, LLC$2,921,893$176,161,302$45,902,533$222,063,835
18Life Planning Partners, Inc.$325,648$179,305,827$451,706$179,757,533
19Emerald Asset Advisors LLC$410,937$192,521,235$32,261,479$224,782,714
20Investment Advisory Professionals LLC$1,466,165$195,000,000$195,000,000
21Bray Capital Advisors, LLC$1,168,195$259,339,188$259,339,188
22Paragon Wealth Strategies, LLC.$284,946$270,729,549$824,332$271,553,881
23Rainey & Randall Investment Management, Inc.$448,356$290,534,550$290,534,550
24Compass Financial Group, Inc.$773,467$302,425,750$302,425,750
25Tobias Financial Advisors$326,383$313,500,000$16,800,000$330,300,000
26Biltmore Capital Advisors$478,114$354,420,589$10,858,736$365,279,325
27Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
28Scot McCormick$10,716,733$417,952,594$417,952,594
29Tillman Hartley LLC$1,923,041$422,929,000$140,000$423,069,000
30Blue Ocean Capital$877,232$443,001,929$443,001,929
31Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
32Aviance Capital Partners LLC$897,662$464,638,267$18,304,003$482,942,270
33ARS Wealth Advisors$383,175$495,353,279$7,756,000$503,109,279
34CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
35Slatestone Wealth LLC$467,977$517,940,700$110,370$518,051,070
36Affiliated Private Investors$4,549,204$600,494,951$600,494,951
37Dakota Wealth, LLC$1,128,197$680,302,961$680,302,961
38Moisand Fitzgerald Tamayo, Llc$1,551,427$890,371,050$28,073,698$918,444,748
39Steinberg Global Asset Management Ltd.$709,513$919,199,000$125,204,000$1,044,403,000
40Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
41Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
42Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
43Resource Consulting Group$802,140$1,756,686,019$1,756,686,019

Showing 1 to 43 of 43 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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