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 | CAMDEN CAPITAL, LLC | $1,040,907 | $3,142,627,913 | $1,361,375,480 | $4,504,003,393 |
| 2 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $569,714 | $2,739,096,715 | $2,367,305 | $2,741,464,020 |
| 3 | RESOURCE CONSULTING GROUP | $1,006,759 | $2,642,742,586 | — | $2,642,742,586 |
| 4 | YALE CAPITAL CORP. | $20,947,930 | $2,450,907,779 | — | $2,450,907,779 |
| 5 | MMBG INVESTMENT ADVISORS CO. | $16,871,414 | $2,041,441,088 | — | $2,041,441,088 |
| 6 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
| 7 | HERITAGE INVESTMENT GROUP, INC. | $896,235 | $1,692,091,393 | — | $1,692,091,393 |
| 8 | SOUND INCOME STRATEGIES, LLC | $137,196 | $1,615,021,641 | $84,145,300 | $1,699,166,941 |
| 9 | CI DOYLE PRIVATE WEALTH, LLC | $640,012 | $1,615,012,524 | $6,778,954 | $1,621,791,478 |
| 10 | LIBERTY WEALTH ADVISORS, LLC | $839,236 | $1,594,042,483 | $159,959,873 | $1,754,002,356 |
| 11 | STERLING INVESTMENT MANAGEMENT | $155,802,359 | $1,558,023,587 | — | $1,558,023,587 |
| 12 | CYNDEO WEALTH PARTNERS | $435,147 | $1,385,506,598 | — | $1,385,506,598 |
| 13 | FOURTHOUGHT PRIVATE WEALTH | $39,849 | $1,191,207,558 | — | $1,191,207,558 |
| 14 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 15 | J. L. BAINBRIDGE & CO., INC. | $1,227,703 | $956,380,954 | — | $956,380,954 |
| 16 | PRIVATE CAPITAL MANAGEMENT | $3,342,820 | $956,046,586 | — | $956,046,586 |
| 17 | DESTINY WEALTH PARTNERS, LLC | $355,733 | $944,785,686 | $2,886,276 | $947,671,962 |
| 18 | SLATESTONE WEALTH LLC | $842,064 | $942,803,379 | $62,620,682 | $1,005,424,061 |
| 19 | MOISAND FITZGERALD TAMAYO, LLC | $309,283 | $913,608,089 | $8,364,085 | $921,972,174 |
| 20 | TRUADVICE LLC | $127,361 | $752,959,554 | $4,708,419 | $757,667,973 |
| 21 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $957,781 | $742,280,000 | — | $742,280,000 |
| 22 | KING WEALTH MANAGEMENT GROUP, LLC | $460,762 | $714,516,153 | $11,645,375 | $726,161,528 |
| 23 | TCWP LLC | $309,001 | $694,606,216 | $32,164,247 | $726,770,463 |
| 24 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 25 | CV ADVISORS LLC | $5,739,242 | $682,114,776 | $8,724,503,473 | $9,406,618,249 |
| 26 | ELEMENT POINTE ADVISORS | $2,204,817 | $680,227,573 | $25,314,024 | $705,541,597 |
| 27 | AVIANCE CAPITAL PARTNERS LLC | $916,477 | $652,067,741 | $464,205 | $652,531,946 |
| 28 | BILTMORE CAPITAL ADVISORS | $489,768 | $644,534,683 | — | $644,534,683 |
| 29 | FIRESTONE CAPITAL MANAGEMENT INC | $584,355 | $639,641,539 | $6,070,365 | $645,711,904 |
| 30 | SWM ADVISORS | $9,540,657 | $633,829,518 | $5,394,469 | $639,223,987 |
| 31 | SOCIUS FAMILY OFFICE, LLC | $1,435,789 | $629,256,160 | $104,432,107 | $733,688,267 |
| 32 | TOBIAS FINANCIAL ADVISORS | $420,712 | $628,000,000 | $22,000,000 | $650,000,000 |
| 33 | AFFILIATED PRIVATE INVESTORS LLC | $6,378,208 | $580,416,933 | — | $580,416,933 |
| 34 | BLUE OCEAN CAPITAL | $1,242,864 | $567,988,832 | — | $567,988,832 |
| 35 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 36 | PARAGON WEALTH STRATEGIES, LLC. | $365,550 | $521,185,658 | $8,861,662 | $530,047,320 |
| 37 | BRAY CAPITAL ADVISORS, LLC | $1,913,007 | $487,816,737 | — | $487,816,737 |
| 38 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
| 39 | CORE WEALTH ADVISORS, INC. | $580,086 | $410,561,029 | $139,678 | $410,700,707 |
| 40 | GLOBAL TRUST | $640,483 | $408,210,327 | $11,946,515 | $420,156,842 |
| 41 | CASTLE WEALTH MANAGEMENT | $538,984 | $407,038,482 | $16,602,863 | $423,641,345 |
| 42 | COMPASS FINANCIAL GROUP, INC. | $936,841 | $386,915,250 | — | $386,915,250 |
| 43 | F&V CAPITAL MANAGEMENT, L.L.C. | $2,186,742 | $373,520,488 | $15,719,655 | $389,240,143 |
| 44 | COMPOUND FAMILY OFFICES, LLC | $1,870,085 | $366,536,667 | — | $366,536,667 |
| 45 | DISCIPLINED EQUITY MANAGEMENT, INC. | $503,479 | $339,848,079 | — | $339,848,079 |
| 46 | REZNY WEALTH MANAGEMENT, INC. | $1,292,376 | $323,812,467 | $3,158,553 | $326,971,020 |
| 47 | ALLGEN FINANCIAL ADVISORS, INC. | $142,580 | $321,518,894 | — | $321,518,894 |
| 48 | SINGER WEALTH ADVISORS LLC | $254,809 | $298,380,789 | — | $298,380,789 |
| 49 | FORTRESS WEALTH PLANNING | $672,835 | $280,317,488 | $4,291,736 | $284,609,224 |
| 50 | INVESTMENT ADVISORY PROFESSIONALS LLC | $655,422 | $272,000,000 | — | $272,000,000 |
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.
