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 |
|---|---|---|---|---|---|
| 101 | ALTIUS FINANCIAL, INC. | $247,792 | $131,577,506 | — | $131,577,506 |
| 102 | ALTRIUS CAPITAL MANAGEMENT, INC. | $1,028,133 | $435,288,471 | $10,921,351 | $446,209,822 |
| 103 | ALTSCHULER FINANCIAL SERVICES | $1,326,719 | $204,424,750 | $5,196,788 | $209,621,538 |
| 104 | ALTUS WEALTH MANAGEMENT, LLC | $619,342 | $251,452,874 | — | $251,452,874 |
| 105 | AM INVESTMENT STRATEGIES, LLC | $558,686 | $386,112,300 | $244,085,662 | $630,197,962 |
| 106 | AMARA FINANCIAL, LLC | $268,056 | $81,620,870 | $43,829,465 | $125,450,335 |
| 107 | AMERICA FIRST INVESTMENT ADVISORS LLC | $849,115 | $463,616,637 | — | $463,616,637 |
| 108 | AMERICAN ASSET MANAGEMENT INC. | $523,544 | $160,728,135 | — | $160,728,135 |
| 109 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | $393,081 | $228,380,286 | — | $228,380,286 |
| 110 | AMERICAN FINANCIAL ADVISORS INC | $1,098,798 | — | $732,898,362 | $732,898,362 |
| 111 | AMERICAN FINANCIAL ADVISORS, LLC. | $439,225 | $925,887,267 | — | $925,887,267 |
| 112 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 113 | AMI INVESTMENT MANAGEMENT INC | $2,590,645 | $730,561,763 | — | $730,561,763 |
| 114 | AMICUS FINANCIAL ADVISORS, LLC | $292,776 | $364,506,125 | — | $364,506,125 |
| 115 | AMORE AMBRO, LLC | $831,144 | $95,672,577 | $132,060,984 | $227,733,561 |
| 116 | AMPHORA WEALTH MANAGEMENT, LLC | $232,532 | $102,454,886 | $1,254,254 | $103,709,140 |
| 117 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | $237,789 | $172,249,319 | $8,232,812 | $180,482,131 |
| 118 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 119 | ANDERSEN | $11,169,018 | — | $3,696,945,000 | $3,696,945,000 |
| 120 | ANDESA FINANCIAL MANAGEMENT, INC. | $522,508 | $370,069,650 | $29,648,894 | $399,718,544 |
| 121 | ANDREW HILL INVESTMENT ADVISORS, INC. | $436,800 | $152,880,000 | — | $152,880,000 |
| 122 | ANGELES WEALTH MANAGEMENT, LLC | $11,037,465 | $985,351,255 | $107,357,827 | $1,092,709,082 |
| 123 | ANODOS ADVISORS, LLC | $4,554,550 | — | $860,810,000 | $860,810,000 |
| 124 | ANTARES WEALTH MANAGEMENT, LLC | $1,411,417 | $278,376,504 | $9,552,523 | $287,929,027 |
| 125 | ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC | $223,710 | $180,310,154 | — | $180,310,154 |
| 126 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 127 | AO WEALTH ADVISORY | $134,050 | $116,239,868 | $10,035,155 | $126,275,023 |
| 128 | AOG WEALTH MANAGEMENT | $262,489 | $267,313,772 | $3,050,184 | $270,363,956 |
| 129 | AP WEALTH MANAGEMENT | $319,171 | $210,242,639 | $3,920,769 | $214,163,408 |
| 130 | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC | $457,638 | $710,712,492 | — | $710,712,492 |
| 131 | APEIRON | $210,948 | $563,000,000 | $42,000,000 | $605,000,000 |
| 132 | APELLA CAPITAL | $395,536 | $2,357,000,000 | — | $2,357,000,000 |
| 133 | APEX FINANCIAL ADVISORS, INC | $776,245 | $439,179,144 | $4,833,014 | $444,012,158 |
| 134 | APEX WEALTH MANAGEMENT, LLC | $578,913 | $106,519,918 | — | $106,519,918 |
| 135 | APPLETON PARTNERS, INC. | $1,882,589 | $12,509,801,332 | — | $12,509,801,332 |
| 136 | APPLIED CAPITAL LLC | $173,879 | $375,461,259 | $5,332,759 | $380,794,018 |
| 137 | APPROACH RETIREMENT ADVISORS, LLC | $332,716 | $65,056,855 | $99,970,065 | $165,026,920 |
| 138 | APRICUS WEALTH LLC | $1,691,756 | $167,483,863 | — | $167,483,863 |
| 139 | APRIEM ADVISORS | $430,721 | $1,000,651,437 | $7,235,120 | $1,007,886,557 |
| 140 | ARBOR CAPITAL MANAGEMENT INC | $360,556 | $296,026,331 | $6,840,683 | $302,867,014 |
| 141 | ARBOR FINANCIAL SERVICES, LLC | $216,545 | $117,367,501 | — | $117,367,501 |
| 142 | ARBOR INVESTMENT ADVISORS | $785,842 | $846,462,635 | $13,248,940 | $859,711,575 |
| 143 | ARBOR WEALTH ADVISORS LLC | $1,937,630 | $494,838,805 | $3,132,126 | $497,970,931 |
| 144 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 145 | ARCHER POINTE WEALTH MANAGEMENT, LLC | $481,440 | $105,835,785 | $20,301,370 | $126,137,155 |
| 146 | ARCHETYPE ADVISORS, LLC | $346,512 | $120,586,288 | — | $120,586,288 |
| 147 | ARCHVEST WEALTH ADVISORS, INC. | $806,452 | $244,800,000 | $5,200,000 | $250,000,000 |
| 148 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $812,728 | $355,848,733 | $30,196,927 | $386,045,660 |
| 149 | ARGOS CAPITAL PARTNERS, LLC | $1,671,345 | $297,967,976 | $1,050,807,487 | $1,348,775,463 |
| 150 | ARIADNE WEALTH MANAGEMENT, LP | $1,256,458 | $429,346,000 | $20,466,000 | $449,812,000 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.
Database last updated on July 2021.
