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$863,604$49,380,691$209,700,613$259,081,304
21 North Wealth Services$470,245$166,553,561$2,734,461$169,288,022
35th Street Advisors$249,202$114,813,680$33,461,514$148,275,194
493 Financial Group$120,191$133,852,967$160,500$134,013,467
5A. N. Culbertson & Company, Inc.$352,236$271,470,223$7,500,437$278,970,660
6Abacus Planning Group Inc$393,927$804,399,303$0$804,399,303
7Abacus Wealth Partners$332,059$949,992,543$38,215,592$988,208,135
8Abaris Financial Group$199,167$110,737,107$0$110,737,107
9Aberdeen Wealth Management$747,337$286,529,382$71,445,193$357,974,575
10Abridge Partners$432,147$203,028,409$26,873,954$229,902,363
11Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
12Access Investment Advisors Inc$874,935$111,512,867$3,978,526$115,491,393
13Accredited Investors Inc$439,547$1,340,747,295$36,353,772$1,377,101,067
14Acropolis Investment Management$464,330$801,239,233$111,632,613$912,871,846
15Act Wealth Management$658,724$189,712,425$0$189,712,425
16Adell Harriman & Carpenter$422,715$528,394,298$0$528,394,298
17Adkins Seale Capital Management$824,410$245,518,491$6,751,008$252,269,499
18Advisors Management Group Inc$95,960$259,056,957$30,741,790$289,798,747
19Aegis Wealth Management$1,513,675$308,986,545$328,270,828$637,257,373
20Aequitas Wealth Management$485,697$121,910,000$0$121,910,000
21Aequus Wealth Management Resources$447,061$0$133,224,038$133,224,038
22Affiliated Private Investors$5,784,885$833,023,453$0$833,023,453
23Alaska Permanent Capital Management Co$6,405,475$2,743,829,279$36,146,899$2,779,976,178
24Albert Heeg Investment Management$53,165,420$97,599,174$434,055,024$531,654,198
25Alberts Investment Management Inc.$1,870,504$45,000,000$215,000,000$260,000,000
26Albion Financial Group$582,953$793,222,467$39,816,703$833,039,170
27Aldebaran Financial Inc$407,775$282,587,727$0$282,587,727
28Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
29Alex Green Investment Management$1,430,896$168,845,758$0$168,845,758
30Aljian Capital Management$227,273$100,000,000$5,000,000$105,000,000
31All Season Financial Advisors, Inc.$223,878$115,968,811$0$115,968,811
32All Star Financial Inc$1,461,742$371,853,000$183,609,000$555,462,000
33Allen Capital Management$731,293$107,500,000$0$107,500,000
34Allodium Investment Consultants$559,064$206,294,476$0$206,294,476
35Altair Advisers$7,801,333$670,160,959$3,058,876,342$3,729,037,301
36Altavista Wealth Management, Inc.$435,892$345,538,540$1,431,491$346,970,031
37Altfest Personal Wealth Management$393,351$1,074,489,000$8,406,000$1,082,895,000
38Altrius Capital Management, Inc.$247,316$181,282,934$0$181,282,934
39AM Global Family Investment Office$3,544,058$105,685,521$121,134,164$226,819,685
40AM Investment Strategies$364,564$10,787,050$240,032,797$250,819,847
41America First Investment Advisors$443,527$259,463,000$0$259,463,000
42American Asset Management Inc.$495,234$241,178,809$0$241,178,809
43American Financial & Tax Strategies, Inc.$784,125$108,993,341$0$108,993,341
44American Financial Advisors.$223,358$515,509,677$0$515,509,677
45American Money Management$180,001$197,291,517$4,309,426$201,600,943
46Ames Planning Associates Inc$647,722$154,901,843$5,085,384$159,987,227
47AMI Investment Management Inc$2,239,883$407,658,675$0$407,658,675
48Andesa Financial Management, Inc.$315,505$189,303,232$0$189,303,232
49andrews Advisory Associates$549,591$80,376,000$43,282,000$123,658,000
50Anlyan & Hively Asset Management$350,272$143,764,888$11,405,558$155,170,446
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.