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
41776 Wealth LLC$2,362,500$84,500,000$19,450,000$103,950,000
51st Portfolio Wealth Advisors$289,896$171,483,803$25,935,404$197,419,207
63D Wealth Advisors, Inc.$253,902$0$108,923,958$108,923,958
75C Capital Management, LLC$286,919$205,425,596$13,493,717$218,919,313
85T Wealth$655,591$163,242,238$0$163,242,238
993 Financial Group$144,386$242,712,301$0$242,712,301
10A. N. Culbertson & Company, Inc.$424,049$356,778,000$7,904,000$364,682,000
11A.G. Campbell Advisory, LLC$3,734,041$62,141,104$191,773,655$253,914,759
12Abacus Planning Group Inc$373,757$882,439,163$0$882,439,163
13Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
14Abaris Financial Group, LLC$224,125$132,233,600$0$132,233,600
15Abbot Financial Management, Inc$473,497$173,300,000$0$173,300,000
16Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
17Aberdeen Wealth Management$897,770$367,148,920$70,962,617$438,111,537
18Abridge Partners$456,420$175,023,675$14,390,820$189,414,495
19Access Financial Services, Inc.$316,174$221,889,124$381,282$222,270,406
20Access Investment Advisors Inc$259,419$129,968,713$0$129,968,713
21Accredited Investors Wealth Management$536,410$1,548,848,084$28,198,418$1,577,046,502
22ACG Wealth, Inc.$168,238$1,113,295,568$259,360,017$1,372,655,585
23Acima Private Wealth LLC$5,637,921$135,310,098$0$135,310,098
24Acropolis Investment Management$459,145$1,019,183,646$108,476,158$1,127,659,804
25Adam Financial Associates Inc$220,665$131,074,784$0$131,074,784
26ADC Wealth Management, LLC$480,000$0$100,800,000$100,800,000
27Adell Harriman & Carpenter$533,045$623,129,855$0$623,129,855
28Adkins Seale Capital Management$778,985$235,088,665$11,070,490$246,159,155
29Adviceperiod, LLC$994,265$1,530,699,146$19,360,721$1,550,059,867
30Adviser Investments$459,057$4,651,250,142$71,071,057$4,722,321,199
31Advisors Financial, Inc.$389,695$108,459,747$265,291$108,725,038
32Advisors Management Group Inc$102,787$327,138,269$32,410,084$359,548,353
33Advisory Partners, LLC$1,221,050$152,670,000$9,729,659$162,399,659
34Aegis Wealth Management$1,199,121$327,595,318$227,597,533$555,192,851
35Aepg Wealth Strategies$471,474$597,437,037$146,077,320$743,514,357
36Aequitas Investment Advisors, LLC$599,045$0$521,169,372$521,169,372
37Aequitas Wealth Management$507,692$165,000,000$0$165,000,000
38Affiliated Private Investors$5,195,402$904,000,000$0$904,000,000
39Affinity Wealth Management$256,687$328,060,940$2,038,250$330,099,190
40AG Asset Advisory, LLC$2,115,683$207,336,900$0$207,336,900
41AHC Advisors, Inc.$3,740,272$33,165,182$572,758,945$605,924,127
42AJ Wealth$1,132,304$371,976,370$164,735,572$536,711,942
43Alaska Permanent Capital Management Co$21,270,854$2,253,309,467$129,026,211$2,382,335,678
44Alberts Investment Management Inc.$1,765,698$66,000,000$237,700,000$303,700,000
45Albion Financial Group$591,758$913,872,228$55,428,151$969,300,379
46Aldebaran Financial Inc$450,600$316,320,886$0$316,320,886
47Alesco Advisors$2,803,887$2,837,534,094$0$2,837,534,094
48Alethea Capital Management, LLC$1,199,524$151,140,000$0$151,140,000
49Alex Green Investment Management$1,462,902$172,622,461$0$172,622,461
50Alexander Randolph Advisory Inc$593,218$166,616,656$109,229,548$275,846,204
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Showing 1 to 50 of 1,937 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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