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&Wealth Partners$769,601$55,404,356$81,584,698$136,989,054
21 North Wealth Services$498,665$179,519,476$0$179,519,476
31620 Investment Advisors, Inc.$286,659$100,396,600$2,513,941$102,910,541
41st Portfolio Wealth Advisors$350,565$169,077,483$25,486,239$194,563,722
55T Wealth Management, LLC$571,031$167,883,011$0$167,883,011
693 Financial Group$128,729$196,312,031$0$196,312,031
7A. N. Culbertson & Company, Inc.$374,198$305,968,000$7,236,000$313,204,000
8AAFCPAs Wealth Management$379,767$0$163,300,000$163,300,000
9Abacus Planning Group Inc$369,188$806,676,427$0$806,676,427
10Abacus Wealth Partners$332,939$1,310,988,000$130,640,000$1,441,628,000
11Abaris Financial Group$205,913$121,694,600$0$121,694,600
12Abbrea Capital, LLC$760,425$165,915,640$9,742,563$175,658,203
13Aberdeen Wealth Management$809,139$320,202,049$68,184,635$388,386,684
14Abridge Partners$464,203$171,969,322$26,245,230$198,214,552
15Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
16Access Financial Services, Inc.$265,989$177,828,801$649,926$178,478,727
17Access Investment Advisors Inc$239,033$118,799,588$0$118,799,588
18Accredited Investors Wealth Management$455,079$1,412,699,215$31,720,451$1,444,419,666
19Acropolis Investment Management$432,631$916,421,662$96,368,383$1,012,790,045
20Act Wealth Management$612,288$184,910,863$0$184,910,863
21Adam Financial Associates Inc$211,710$120,463,222$0$120,463,222
22Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
23Adkins Seale Capital Management$697,820$216,045,909$7,256,438$223,302,347
24Adviceperiod, LLC$1,040,513$666,968,711$0$666,968,711
25Adviser Investments$380,545$2,094,900,000$0$2,094,900,000
26Advisors Financial, Inc.$457,877$103,676,918$261,137$103,938,055
27Advisors Management Group Inc$94,730$277,672,534$28,875,327$306,547,861
28Aegis Wealth Management$1,288,276$229,446,714$276,845,862$506,292,576
29AEPG Wealth Strategies$584,729$506,215,425$369,124,162$875,339,587
30Aequitas Wealth Management$472,200$140,715,700$0$140,715,700
31Affiliated Private Investors$4,833,838$841,087,796$0$841,087,796
32Affinity Wealth Management$240,482$314,724,396$1,989,866$316,714,262
33AG Asset Advisory, LLC$2,919,586$216,049,340$0$216,049,340
34AJ Wealth$3,447,923$265,635,997$103,291,752$368,927,749
35Alaska Permanent Capital Management Co$27,498,430$2,801,399,130$140,932,839$2,942,331,969
36Alberts Investment Management Inc.$1,658,896$53,300,000$217,100,000$270,400,000
37Albion Financial Group$566,412$861,511,297$44,748,271$906,259,568
38Aldebaran Financial Inc$423,246$291,193,396$0$291,193,396
39Alesco Advisors$2,599,073$2,445,727,347$0$2,445,727,347
40Alethea Capital Management, LLC$1,143,988$147,574,505$0$147,574,505
41Alex Green Investment Management$1,339,819$164,797,776$0$164,797,776
42Alexander Randolph Advisory Inc$577,587$163,416,239$104,584,013$268,000,252
43Alexandria Capital$438,333$627,600,000$3,600,000$631,200,000
44Aljian Capital Management$235,646$120,311,946$6,465,505$126,777,451
45All Season Financial Advisors, Inc.$222,875$146,428,739$0$146,428,739
46Allen Capital Group, LLC$76,845$254,973,084$0$254,973,084
47Allen Capital Management$591,061$105,800,000$0$105,800,000
48Allgen Financial Services, Inc.$119,901$120,000,000$500,000$120,500,000
49Allied Portfolio Management, Inc.$597,464$112,118,329$30,078,149$142,196,478
50Allodium Investment Consultants$500,178$204,072,552$0$204,072,552
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 5, 2016.