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
1Spectra Investment Management, Llc$1,380,737$95,572,322$6,602,202$102,174,524
2Bluekey Wealth Advisors, Llc$290,364$98,607,404$7,665,707$106,273,111
3Matthias Private Wealth, Llc$305,676$79,237,248$28,054,919$107,292,167
4Fiduciary Wealth Advisors, Llc$2,516,869$108,225,367$108,225,367
5Utopia Wealth Management, Llc$4,255,801$110,650,824$110,650,824
6Vesta Wealth Management, Llc$421,990$100,943,861$14,259,324$115,203,185
7Luma Capital$2,150,030$55,801,645$62,449,997$118,251,642
8Belleair Asset Management, Llc$460,973$69,760,931$49,631,171$119,392,102
9Millares Asset Management, Llc$881,391$125,157,471$125,157,471
10Naples Money Management Llc$359,335$125,921,425$6,313,800$132,235,225
11Rivertree Advisors, Llc$586,937$138,495,253$608,805$139,104,058
12Macke Financial Advisory Group$203,271$142,492,645$142,492,645
13G & O Financial Services, Inc.$1,875,500$132,149,459$12,264,073$144,413,532
14Spraker Wealth Management Inc$411,221$148,450,941$148,450,941
15Alhambra Investment Management Llc$446,190$123,471,673$30,910,026$154,381,699
17Rutherford Asset Planning, Inc.$493,369$156,398,120$156,398,120
18Moseley Investment Management, Inc.$252,069$172,301,487$3,642,826$175,944,313
19Life Planning Partners, Inc.$325,648$179,305,827$451,706$179,757,533
20Compound Family Offices, Llc$4,006,554$180,294,933$180,294,933
21Investment Advisory Professionals Llc$1,466,165$195,000,000$195,000,000
22Inlet Private Wealth, Llc$2,921,893$176,161,302$45,902,533$222,063,835
23Sky Alpha Asset Advisors Llc$746,131$228,315,995$228,315,995
24Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
25Bray Capital Advisors, Llc$1,168,195$259,339,188$259,339,188
26Rainey & Randall Investment Management, Inc.$448,356$290,534,550$290,534,550
27Compass Financial Group, Inc.$773,467$302,425,750$302,425,750
28Tobias Financial Advisors$326,383$313,500,000$16,800,000$330,300,000
29Element Pointe Advisors$2,673,840$358,294,521$358,294,521
30Biltmore Capital Advisors$478,114$354,420,589$10,858,736$365,279,325
31Fitzroy Investment Advisors Llc$15,728,200$393,204,990$393,204,990
32Blue Ocean Capital$877,232$443,001,929$443,001,929
33Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
34Aviance Capital Partners Llc$897,662$464,638,267$18,304,003$482,942,270
35Ars Wealth Advisors$383,175$495,353,279$7,756,000$503,109,279
36Slatestone Wealth Llc$467,977$517,940,700$110,370$518,051,070
37Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
38Affiliated Private Investors Llc$4,549,204$600,494,951$600,494,951
39Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
40Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
41Evensky & Katz/Foldes Financial Wealth Management$407,567$1,738,917,483$2,617,256$1,741,534,739
42Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
43Cv Advisors Llc$8,885,262$569,328,698$5,490,419,917$6,059,748,615
44We Family Offices$101,406,847$7,402,699,857$7,402,699,857

Showing 1 to 44 of 44 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.


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