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$813,821$49,394,752$216,724,790$266,119,542
21 North Wealth Services$515,914$185,728,925$0$185,728,925
31st Portfolio, Inc.$391,753$163,000,000$27,000,000$190,000,000
45T Wealth Management, LLC$407,289$125,037,569$0$125,037,569
55th Street Advisors$277,494$125,877,823$30,073,685$155,951,508
693 Financial Group$128,157$170,577,035$0$170,577,035
7A. N. Culbertson & Company, Inc.$402,741$313,185,860$7,798,726$320,984,586
8Abacus Planning Group Inc$405,486$836,516,904$0$836,516,904
9Abacus Wealth Partners$360,000$1,172,000,000$178,000,000$1,350,000,000
10Abaris Financial Group$215,656$121,845,695$0$121,845,695
11Aberdeen Wealth Management$772,769$319,894,241$71,899,763$391,794,004
12Abridge Partners$444,303$197,215,706$28,045,997$225,261,703
13Acacia Wealth Advisors$5,001,459$0$645,188,180$645,188,180
14Access Investment Advisors Inc$260,781$113,472,053$9,877,283$123,349,336
15Accredited Investors Inc$430,821$1,406,431,596$39,836,061$1,446,267,657
16Acropolis Investment Management$476,735$874,202,300$126,464,893$1,000,667,193
17Act Wealth Management$663,320$200,322,620$0$200,322,620
18Adell Harriman & Carpenter$435,390$598,660,906$0$598,660,906
19Adkins Seale Capital Management$767,385$248,711,212$7,595,423$256,306,635
20Adviceperiod, LLC$1,415,667$526,282,000$61,220,000$587,502,000
21Advisors Management Group Inc$97,633$272,517,353$32,584,905$305,102,258
22Aegis Financial Advisors Inc$420,116$1,224,500$111,786,809$113,011,309
23Aegis Wealth Management$1,363,412$650,347,643$0$650,347,643
24AEPG Wealth Strategies$545,132$541,418,871$274,099,179$815,518,050
25Aequitas Wealth Management$646,025$156,984,000$0$156,984,000
26Aequus Wealth Management Resources$499,682$0$147,406,301$147,406,301
27Affiliated Private Investors$5,541,492$849,667,589$14,805,148$864,472,737
28Affinity Wealth Management$261,822$323,177,574$2,791,285$325,968,859
29AG Asset Advisory, LLC$3,016,356$211,144,900$0$211,144,900
30AJ Wealth$1,168,955$165,753,133$70,375,791$236,128,924
31Alaska Permanent Capital Management Co$29,382,653$2,775,000,000$104,500,000$2,879,500,000
32Alberts Investment Management Inc.$1,917,857$54,500,000$214,000,000$268,500,000
33Albion Financial Group$597,145$852,799,936$42,918,199$895,718,135
34Aldebaran Financial Inc$430,038$288,555,255$0$288,555,255
35Alesco Advisors$2,503,761$2,213,324,411$0$2,213,324,411
36Alex Green Investment Management$1,475,067$165,207,458$0$165,207,458
37Aljian Capital Management$231,439$114,400,000$7,800,000$122,200,000
38All Season Financial Advisors, Inc.$251,331$154,819,921$0$154,819,921
39All Star Financial Inc$661,088$387,230,000$188,578,000$575,808,000
40Allen Capital Group, LLC$62,890$232,000,000$0$232,000,000
41Allen Capital Management$608,255$100,362,000$0$100,362,000
42Allgen Financial Services, Inc.$127,624$115,000,000$500,000$115,500,000
43Allodium Investment Consultants$562,387$218,768,465$0$218,768,465
44Allovest Advisory Services$134,013,698$0$134,013,698$134,013,698
45Alpha & Omega$3,079$170,519,905$94,958,653$265,478,558
46Alpha Financial Advisors$822,179$105,238,853$0$105,238,853
47Altair Advisers$7,119,979$795,600,372$3,255,667,612$4,051,267,984
48Altavista Wealth Management, Inc.$430,828$364,301,819$1,471,567$365,773,386
49Altfest Personal Wealth Management$425,560$1,158,570,000$8,741,000$1,167,311,000
50Altiora Group$532,009$255,155,356$81,074,365$336,229,721
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.