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
35T Wealth Management, LLC$397,929$118,184,969$0$118,184,969
45th Street Advisors$249,202$114,813,680$33,461,514$148,275,194
593 Financial Group$120,191$133,852,967$160,500$134,013,467
6A. N. Culbertson & Company, Inc.$352,236$271,470,223$7,500,437$278,970,660
7Abacus Planning Group Inc$393,927$804,399,303$0$804,399,303
8Abacus Wealth Partners$341,314$1,042,000,000$38,258,000$1,080,258,000
9Abaris Financial Group$199,167$110,737,107$0$110,737,107
10Aberdeen Wealth Management$747,337$286,529,382$71,445,193$357,974,575
11Abridge Partners$432,147$203,028,409$26,873,954$229,902,363
12Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
13Access Investment Advisors Inc$874,935$111,512,867$3,978,526$115,491,393
14Accredited Investors Inc$439,547$1,340,747,295$36,353,772$1,377,101,067
15Acropolis Investment Management$464,330$801,239,233$111,632,613$912,871,846
16Act Wealth Management$658,724$189,712,425$0$189,712,425
17Adell Harriman & Carpenter$422,715$528,394,298$0$528,394,298
18Adkins Seale Capital Management$824,410$245,518,491$6,751,008$252,269,499
19Adviceperiod, LLC$10,660,724$250,213,000$58,948,000$309,161,000
20Advisors Management Group Inc$95,960$259,056,957$30,741,790$289,798,747
21Aegis Wealth Management$1,513,675$308,986,545$328,270,828$637,257,373
22AEPG Wealth Strategies$521,906$540,101,933$239,103,626$779,205,559
23Aequitas Wealth Management$485,697$121,910,000$0$121,910,000
24Aequus Wealth Management Resources$447,061$0$133,224,038$133,224,038
25Affiliated Private Investors$5,784,885$833,023,453$0$833,023,453
26Alaska Permanent Capital Management Co$6,405,475$2,743,829,279$36,146,899$2,779,976,178
27Albert Heeg Investment Management$53,165,420$97,599,174$434,055,024$531,654,198
28Alberts Investment Management Inc.$1,870,504$45,000,000$215,000,000$260,000,000
29Albion Financial Group$582,953$793,222,467$39,816,703$833,039,170
30Aldebaran Financial Inc$407,775$282,587,727$0$282,587,727
31Alesco Advisors$2,443,640$2,023,333,754$0$2,023,333,754
32Alex Green Investment Management$1,430,896$168,845,758$0$168,845,758
33Aljian Capital Management$227,273$100,000,000$5,000,000$105,000,000
34All Season Financial Advisors, Inc.$223,878$115,968,811$0$115,968,811
35All Star Financial Inc$661,088$387,230,000$188,578,000$575,808,000
36Allen Capital Group, LLC$52,292$154,000,000$0$154,000,000
37Allen Capital Management$731,293$107,500,000$0$107,500,000
38Allgen Financial Services, Inc.$120,163$114,275,000$0$114,275,000
39Allodium Investment Consultants$559,064$206,294,476$0$206,294,476
40Altair Advisers$7,801,333$670,160,959$3,058,876,342$3,729,037,301
41Altavista Wealth Management, Inc.$435,892$345,538,540$1,431,491$346,970,031
42Altfest Personal Wealth Management$393,351$1,074,489,000$8,406,000$1,082,895,000
43Altrius Capital Management, Inc.$247,316$181,282,934$0$181,282,934
44AM Global Family Investment Office$3,544,058$105,685,521$121,134,164$226,819,685
45AM Investment Strategies$364,564$10,787,050$240,032,797$250,819,847
46America First Investment Advisors$443,527$259,463,000$0$259,463,000
47American Asset Management Inc.$495,234$241,178,809$0$241,178,809
48American Financial & Tax Strategies, Inc.$784,125$108,993,341$0$108,993,341
49American Financial Advisors.$223,358$515,509,677$0$515,509,677
50American Money Management$180,001$197,291,517$4,309,426$201,600,943
Next Page »

Showing 1 to 50 of 1,523 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.