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$1,030,857$89,109,458$113,969,415$203,078,873
21 North Wealth Services$535,444$187,405,418$0$187,405,418
31620 Investment Advisors, Inc.$298,359$112,720,411$2,744,517$115,464,928
41st Portfolio Wealth Advisors$289,896$171,483,803$25,935,404$197,419,207
55C Capital Management, LLC$341,657$137,687,766$0$137,687,766
65TQ Capital, LLC$655,591$163,242,238$0$163,242,238
793 Financial Group$144,386$242,712,301$0$242,712,301
8A. N. Culbertson & Company, Inc.$424,049$356,778,000$7,904,000$364,682,000
9A.G. Campbell Advisory, LLC$3,734,041$62,141,104$191,773,655$253,914,759
10Abacus Planning Group Inc$373,757$882,439,163$0$882,439,163
11Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
12Abaris Financial Group, LLC$224,125$132,233,600$0$132,233,600
13Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
14Aberdeen Wealth Management$897,770$367,148,920$70,962,617$438,111,537
15Abridge Partners$456,420$175,023,675$14,390,820$189,414,495
16Access Financial Services, Inc.$287,368$197,079,219$342,784$197,422,003
17Access Investment Advisors Inc$259,419$129,968,713$0$129,968,713
18Accredited Investors Wealth Management$536,410$1,548,848,084$28,198,418$1,577,046,502
19ACG Wealth, Inc.$168,238$1,113,295,568$259,360,017$1,372,655,585
20Acropolis Investment Management$459,145$1,019,183,646$108,476,158$1,127,659,804
21Adam Financial Associates Inc$220,665$131,074,784$0$131,074,784
22ADC Wealth Management, LLC$480,000$0$100,800,000$100,800,000
23Adell Harriman & Carpenter$533,045$623,129,855$0$623,129,855
24Adkins Seale Capital Management$778,985$235,088,665$11,070,490$246,159,155
25Adviceperiod, LLC$810,860$936,927,368$2,859,020$939,786,388
26Adviser Investments$459,057$4,651,250,142$71,071,057$4,722,321,199
27Advisors Financial, Inc.$389,695$108,459,747$265,291$108,725,038
28Advisors Management Group Inc$102,787$327,138,269$32,410,084$359,548,353
29Advisory Partners, LLC$1,221,050$152,670,000$9,729,659$162,399,659
30Aegis Wealth Management$1,199,121$327,595,318$227,597,533$555,192,851
31Aepg Wealth Strategies$471,474$597,437,037$146,077,320$743,514,357
32Aequitas Wealth Management$507,692$165,000,000$0$165,000,000
33Affiliated Private Investors$5,195,402$904,000,000$0$904,000,000
34Affinity Wealth Management$256,687$328,060,940$2,038,250$330,099,190
35AG Asset Advisory, LLC$2,115,683$207,336,900$0$207,336,900
36AJ Wealth$1,132,304$371,976,370$164,735,572$536,711,942
37Alaska Permanent Capital Management Co$21,270,854$2,253,309,467$129,026,211$2,382,335,678
38Alberts Investment Management Inc.$1,765,698$66,000,000$237,700,000$303,700,000
39Albion Financial Group$591,758$913,872,228$55,428,151$969,300,379
40Aldebaran Financial Inc$450,600$316,320,886$0$316,320,886
41Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
42Alethea Capital Management, LLC$1,180,843$135,796,934$0$135,796,934
43Alex Green Investment Management$1,462,902$172,622,461$0$172,622,461
44Alexander Randolph Advisory Inc$593,218$166,616,656$109,229,548$275,846,204
45Alexandria Capital$454,676$501,700,000$3,900,000$505,600,000
46Aljian Capital Management$240,801$121,040,988$5,620,295$126,661,283
47All Season Financial Advisors, Inc.$229,533$152,868,900$0$152,868,900
48Allen Capital Group, LLC$63,065$295,200,422$8,583,130$303,783,552
49Allgen Financial Advisors, Inc.$132,438$132,273,782$164,321$132,438,103
50Allied Portfolio Management, Inc.$587,231$152,992,505$3,210,876$156,203,381
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.